Wealth Management Solutions, LLC Sells in Q3 2023

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.74K
- 1.6%
$70.63 - $75.66 $476K - $510K
414K $29.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.85K
- 2.16%
$138.94 - $147.4 $395K - $420K
129K $18M
VHT
Vanguard Health Care ETF

ETFs
-1.83K
- 3.73%
$235.1 - $250.77 $429K - $458K
47.2K $11.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-5.27K
- 1.93%
$52.22 - $56.31 $275K - $296K
267K $14M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.69K
- 3.94%
$130.77 - $139.97 $351K - $376K
65.4K $8.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.79K
- 1.34%
$36.35 - $41.02 $101K - $114K
205K $7.55M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-628
- 0.85%
$56.15 - $61.67 $35.3K - $38.7K
73K $4.12M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.99K
- 2.05%
$24.28 - $25.47 $48.2K - $50.6K
95.1K $2.31M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-6.54K
- 1.61%
$25.12 - $25.31 $164K - $166K
400K $10.1M
JNJ
Johnson & Johnson

Healthcare
-200
- 1.75%
$155.75 - $174.48 $31.2K - $34.9K
11.2K $1.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-344
- 1.96%
$92.9 - $105.16 $32K - $36.2K
17.2K $1.62M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-626
- 0.5%
$11.32 - $12.83 $7.09K - $8.03K
126K $1.42M
GLDM
World Gold Trust

ETFs
-2.48K
- 30.55%
$36.66 - $39.25 $90.8K - $97.3K
5.63K $206K
IEF
Ishares Barclays

ETFs
-431
- 4.07%
$91.32 - $97.13 $39.4K - $41.9K
10.2K $930K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-1.12K
- 8.36%
$42.24 - $48.04 $47.2K - $53.7K
12.3K $528K
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 0.82%
$263.44 - $297.13 $4.74K - $5.35K
2.18K $574K
AVK
Advent Convertible & Income Fund

Financial Services
-331
- 0.55%
$10.39 - $11.96 $3.44K - $3.96K
59.7K $626K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-835
- 5.06%
$50.37 - $52.48 $42.1K - $43.8K
15.7K $790K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-302
- 2.73%
$93.48 - $100.86 $28.2K - $30.5K
10.8K $1.01M
MDT
Medtronic PLC

Healthcare
-63
- 1.22%
$78.22 - $90.4 $4.93K - $5.7K
5.1K $399K
IWD
Ishares Russell 1000 Val ETF

ETFs
-214
- 7.54%
$151.73 - $163.56 $32.5K - $35K
2.62K $398K
UPS
United Parcel Service Inc

Industrials
-21
- 1.15%
$151.9 - $188.34 $3.19K - $3.96K
1.8K $280K
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 7.63%
$125.98 - $144.85 $25.2K - $29K
2.42K $307K
IVV
Ishares Core S&P 500 ETF

ETFs
-27
- 2.16%
$427.76 - $460.18 $11.5K - $12.4K
1.22K $525K
CORP
Pimco Investment Grade Corp Bd

ETFs
-195
- 6.0%
$91.01 - $95.28 $17.7K - $18.6K
3.05K $278K
VLUE
Ishares Msci Usa Value Factor

ETFs
-160
- 3.29%
$90.0 - $97.29 $14.4K - $15.6K
4.71K $426K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3
- 0.07%
$88.55 - $97.15 $266 - $291
4.15K $367K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 3.2%
$425.88 - $457.79 $6.81K - $7.32K
484 $206K
WMT
Walmart Inc.

Consumer Defensive
-100
- 6.69%
$153.49 - $165.25 $15.3K - $16.5K
1.39K $222K
IVW
Ishares S&P 500 Growth ETF

ETFs
-17
- 0.36%
$68.05 - $72.66 $1.16K - $1.24K
4.76K $325K
WSO
Watsco Inc

Industrials
-15
- 2.54%
$341.03 - $380.37 $5.12K - $5.71K
575 $217K
USFR
Wisdomtree Floating Rate Treas

ETFs
-143
- 2.54%
$50.28 - $50.51 $7.19K - $7.22K
5.49K $276K
EFV
Msci Eafe Value ETF

ETFs
-19
- 0.15%
$47.71 - $51.06 $906 - $970
12.4K $608K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-459
- 2.51%
N/A
17.8K $0
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-870
- 1.17%
$9.81 - $10.36 $8.53K - $9.01K
73.3K $752K
INTC
Intel Corp

Technology
-74
- 0.48%
$31.85 - $38.86 $2.36K - $2.88K
15.4K $547K
AMGN
Amgen Inc

Healthcare
-16
- 1.15%
$218.65 - $271.46 $3.5K - $4.34K
1.38K $370K
XOM
Exxon Mobil Corp

Energy
-96
- 1.1%
$100.92 - $120.2 $9.69K - $11.5K
8.64K $1.02M
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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