Wealth Advisors Of Iowa, LLC Sells in Q3 2024

Wealth Advisors Of Iowa, LLC

  • $196 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-3.57K
- 99.92%
$610460.0 - $715910.0 $2.18B - $2.55B
3 $2.07B
CVX
Chevron Corp

Energy
-642
- 30.56%
$137.88 - $161.97 $88.5K - $104K
1.46K $215M
VZ
Verizon Communications Inc

Communication Services
-305
- 5.84%
$38.89 - $45.0 $11.9K - $13.7K
4.92K $221M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.97K
- 24.77%
$38.51 - $41.69 $75.9K - $82.2K
5.99K $250M
MCD
Mcdonalds Corp

Consumer Cyclical
-365
- 30.72%
$245.82 - $304.51 $89.7K - $111K
823 $251M
XOM
Exxon Mobil Corp

Energy
-30
- 1.36%
$109.72 - $119.0 $3.29K - $3.57K
2.17K $255M
JNJ
Johnson & Johnson

Healthcare
-52
- 2.37%
$145.48 - $167.38 $7.56K - $8.7K
2.15K $348M
DIS
Walt Disney CO

Communication Services
-30
- 0.67%
$85.6 - $98.61 $2.57K - $2.96K
4.44K $427M
JPM
Jpmorgan Chase & CO

Financial Services
-29
- 1.0%
$194.9 - $224.8 $5.65K - $6.52K
2.87K $605M
LNT
Alliant Energy Corp

Utilities
-694
- 6.19%
$50.74 - $60.74 $35.2K - $42.2K
10.5K $639M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-328K
- 93.35%
$36.02 - $41.68 $11.8M - $13.7M
23.4K $965M
GOOG
Alphabet Inc.

Communication Services
-3.13K
- 30.41%
$149.54 - $192.66 $467K - $602K
7.16K $1.2B
AMZN
Amazon Com Inc

Consumer Cyclical
-26
- 0.33%
$161.02 - $200.0 $4.19K - $5.2K
7.9K $1.47B
XLE
Energy Sector Spdr

ETFs
-246K
- 92.42%
$84.35 - $93.39 $20.7M - $22.9M
20.1K $1.77B
COST
Costco Wholesale Corp

Consumer Defensive
-54
- 2.58%
$801.83 - $917.05 $43.3K - $49.5K
2.04K $1.81B
MSFT
Microsoft Corp

Technology
-99
- 2.01%
$395.15 - $467.56 $39.1K - $46.3K
4.83K $2.08B
SPYG
Spdr Portfolio

ETFs
-689K
- 94.96%
$73.38 - $84.1 $50.6M - $58M
36.6K $3.03B
Activity Summary
Buys All Purchases 39 New Holdings 24 Increased Positions 15 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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