Wbh Advisory Inc New Holdings in Q4 2024

Wbh Advisory Inc

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RING
Ishares Inc Msci Global Gold M

ETFs
33.7K
New
$27.93 - $36.45 $941K - $1.23M
33.7K $946K
DTE
Dte Energy CO

Utilities
2.14K
New
$117.04 - $129.77 $251K - $278K
2.14K $258K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.1K
New
$23.29 - $23.93 $236K - $243K
10.1K $238K
ET
Energy Transfer LP

Energy
12K
New
$16.05 - $19.86 $192K - $238K
12K $234K
MAR
Marriott International Inc

Consumer Cyclical
830
New
$246.06 - $292.59 $204K - $243K
830 $231K
AIZ
Assurant, Inc.

Financial Services
1K
New
$186.6 - $228.68 $187K - $229K
1K $213K
FOUR
Shift4 Payments, Inc.

Technology
2.04K
New
$88.26 - $114.95 $180K - $234K
2.04K $211K
PANW
Palo Alto Networks Inc

Technology
1.15K
New
$181.96 - $405.9 $210K - $468K
1.15K $209K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.34K
New
$47.58 - $48.56 $207K - $211K
4.34K $207K
Linde PLC
1.75K
New
N/A
1.75K $0
J P Morgan Exchange Traded F
11.1K
New
N/A
11.1K $0
Activity Summary
Buys All Purchases 115 New Holdings 12 Increased Positions 103 Sells All Sells 166 Reductions 166 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email