Wealth Effects LLC Reduced Holdings in Q4 2024

Wealth Effects LLC

  • $255 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
-199
- 0.65%
$205.18 - $250.29 $40.8K - $49.8K
30.6K $7.32M
TSLA
Tesla, Inc.

Consumer Cyclical
-220
- 3.19%
$213.65 - $479.86 $47K - $106K
6.67K $2.69M
AAPL
Apple Inc.

Technology
-2.76K
- 3.04%
$221.69 - $259.02 $611K - $714K
87.9K $22M
AMZN
Amazon Com Inc

Consumer Cyclical
-668
- 1.09%
$180.88 - $232.93 $121K - $156K
60.5K $13.3M
NVDA
Nvidia Corp

Technology
-5.17K
- 2.58%
$117.0 - $148.88 $604K - $769K
195K $26.2M
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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