Wealth Trust Asset Management, LLC Purchases in Q3 2024

Wealth Trust Asset Management, LLC

  • $132 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
23.6K
New
$162.83 - $179.16 $3.85M - $4.23M
23.6K $4.23M
WLTG
ETF Opportunities Tr Wealthtru

ETFs
76.7K
+ 8.37%
$25.67 - $28.96 $1.97M - $2.22M
993K $28.7M
IWM
Ishares Russell 2000 ETF

ETFs
6.23K
+ 121.91%
$200.87 - $224.6 $1.25M - $1.4M
11.3K $2.51M
BLDR
Builders First Source, Inc.

Industrials
5.13K
New
$132.6 - $201.83 $680K - $1.04M
5.13K $994K
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.1K
New
$89.91 - $101.33 $906K - $1.02M
10.1K $988K
VRT
Vertiv Holdings CO

Industrials
11.2K
New
$86.66 - $86.66 $969K - $969K
11.2K $969K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.62K
New
$108.65 - $139.41 $719K - $922K
6.62K $922K
EME
Emcor Group, Inc.

Industrials
2.14K
New
$340.22 - $435.6 $729K - $933K
2.14K $922K
IEF
Ishares Barclays

ETFs
7.13K
+ 15.98%
$92.67 - $99.14 $661K - $707K
51.7K $5.08M
LEN
Lennar Corp

Consumer Cyclical
4.53K
New
$142.5 - $192.45 $646K - $872K
4.53K $849K
AVGO
Broadcom Inc.

Technology
4.72K
New
$136.27 - $1745.86 $643K - $8.23M
4.72K $813K
RTX
Raytheon Technologies Corp

Industrials
6.66K
New
$99.55 - $123.34 $663K - $822K
6.66K $806K
UHS
Universal Health Services Inc

Healthcare
3.52K
New
$178.68 - $241.52 $628K - $849K
3.52K $805K
GLD
Spdr Gold Trust

ETFs
1.65K
+ 14.22%
$215.56 - $246.98 $355K - $407K
13.2K $3.21M
SKX
Skechers Usa Inc

Consumer Cyclical
10.7K
New
$59.45 - $70.15 $633K - $747K
10.7K $713K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.56K
New
$147.95 - $191.05 $527K - $681K
3.56K $618K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.6K
+ 49.02%
$283.28 - $314.39 $454K - $503K
4.87K $1.53M
GOOG
Alphabet Inc.

Communication Services
2.47K
New
$149.54 - $192.66 $369K - $476K
2.47K $412K
MSTR
Microstrategy Inc

Technology
2K
New
$114.3 - $1800.09 $229K - $3.6M
2K $337K
VGT
Vanguard Information Technolog

ETFs
515
New
$514.43 - $606.85 $265K - $313K
515 $302K
DUK
Duke Energy Corp

Utilities
2.08K
New
$99.35 - $117.71 $207K - $245K
2.08K $240K
FTCS
First Trust Capital Strength E

ETFs
2.59K
New
$83.58 - $90.94 $216K - $235K
2.59K $235K
NEE
Nextera Energy Inc

Utilities
2.65K
New
$69.9 - $84.97 $185K - $225K
2.65K $223K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.03K
New
$64.57 - $71.76 $196K - $218K
3.03K $217K
FVD
First Tr Value Line Divid Inde

ETFs
4.76K
New
$40.45 - $45.49 $193K - $217K
4.76K $216K
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.04%
$191.76 - $263.26 $192 - $263
2.41K $630K
ABBV
Abb Vie Inc.

Healthcare
15
+ 0.31%
$163.84 - $199.33 $2.46K - $2.99K
4.81K $950K
USA
Liberty All Star Equity Fund

Financial Services
11.6K
+ 13.19%
$6.43 - $7.14 $74.4K - $82.6K
99.3K $709K
VKTX
Viking Therapeutics, Inc.

Healthcare
786
+ 13.79%
$49.84 - $70.47 $39.2K - $55.4K
6.49K $410K
CVX
Chevron Corp

Energy
648
+ 31.46%
$137.88 - $161.97 $89.3K - $105K
2.71K $398K
JPM
Jpmorgan Chase & CO

Financial Services
207
+ 5.47%
$194.9 - $224.8 $40.3K - $46.5K
3.99K $841K
FDL
First Tr Morningstar Dividend

ETFs
1.01K
+ 12.72%
$37.66 - $42.06 $37.8K - $42.3K
8.91K $373K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
698
+ 8.6%
$50.02 - $54.5 $34.9K - $38K
8.82K $480K
RDVY
First Trust Rising Dividend Ac

ETFs
424
+ 6.84%
$53.68 - $59.24 $22.8K - $25.1K
6.63K $392K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.13%
$333.64 - $405.2 $334 - $405
745 $301K
SO
Southern CO

Utilities
5
+ 0.15%
$77.0 - $90.52 $385 - $453
3.25K $292K
T
At&T Inc.

Communication Services
68
+ 0.62%
$18.21 - $22.28 $1.24K - $1.52K
11K $240K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.13%
$520.18 - $576.82 $520 - $577
766 $441K
CMU
Mfs High Yield Municipal Trust

Financial Services
159
+ 1.23%
$3.42 - $3.67 $544 - $584
13.1K $48K
FV
First Trust Dorsey Wright Focu

ETFs
1
+ 0.02%
$51.35 - $59.82 $51.4 - $59.8
4.84K $281K
Calamos ETF Tr
3.92K
+ 20.13%
N/A
23.4K $0
Activity Summary
Buys All Purchases 42 New Holdings 21 Increased Positions 21 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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