Wealth Management Solutions, LLC Purchases in Q3 2023

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.48K
New
$91.43 - $91.86 $684K - $687K
7.48K $686K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
936
New
$340.9 - $370.48 $319K - $347K
936 $327K
ADP
Automatic Data Processing Inc

Industrials
878
New
$218.73 - $255.75 $192K - $225K
878 $211K
FLJH
Franklin Templeton ETF Tr

ETFs
4.74K
+ 45.31%
$29.69 - $32.86 $141K - $156K
15.2K $480K
FLJP
Franklin Templeton ETF Tr

ETFs
3.5K
+ 43.64%
$25.96 - $27.86 $90.8K - $97.5K
11.5K $304K
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.19%
$133.59 - $154.65 $1.34K - $1.55K
5.25K $782K
BX
Blackstone Inc.

Financial Services
17
+ 0.35%
$91.91 - $115.12 $1.56K - $1.96K
4.87K $521K
EFG
Msci Eafe Growth ETF

ETFs
1.18K
+ 28.93%
$85.55 - $97.39 $101K - $115K
5.25K $453K
CSCO
Cisco Systems, Inc.

Technology
38
+ 0.36%
$50.38 - $57.84 $1.91K - $2.2K
10.7K $576K
VTI
Vanguard Total Stock Market Et

ETFs
166
+ 7.66%
$211.41 - $228.35 $35.1K - $37.9K
2.33K $495K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.08%
$88.14 - $94.01 $264 - $282
3.75K $337K
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.29%
$143.21 - $158.0 $1.15K - $1.26K
2.78K $402K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
960
+ 5.82%
$7.55 - $8.43 $7.25K - $8.09K
17.5K $133K
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.15%
$128.74 - $136.24 $515 - $545
2.7K $347K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.18%
$281.82 - $306.1 $564 - $612
1.09K $307K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
214
+ 1.18%
$30.88 - $33.58 $6.61K - $7.19K
18.4K $569K
EXC
Exelon Corp

Utilities
6
+ 0.08%
$37.79 - $43.2 $227 - $259
7.53K $284K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
86
+ 0.2%
$11.77 - $12.55 $1.01K - $1.08K
42.4K $499K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.04%
$55.81 - $63.05 $167 - $189
7.24K $405K
COF
Capital One Financial Corp

Financial Services
22
+ 0.56%
$95.49 - $117.96 $2.1K - $2.6K
3.93K $381K
HFRO
Highland Income Fund\Ma

Financial Services
225
+ 0.44%
$7.89 - $9.09 $1.78K - $2.05K
51K $410K
SYY
Sysco Corp

Consumer Defensive
35
+ 0.36%
$65.21 - $76.31 $2.28K - $2.67K
9.85K $650K
VZ
Verizon Communications Inc

Communication Services
74
+ 0.33%
$31.46 - $37.48 $2.33K - $2.77K
22.2K $719K
AAPL
Apple Inc.

Technology
10
+ 0.07%
$170.43 - $196.45 $1.7K - $1.96K
15.1K $2.59M
Activity Summary
Buys All Purchases 25 New Holdings 3 Increased Positions 22 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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