Wealth Trust Asset Management, LLC Incresed Positions in Q3 2024

Wealth Trust Asset Management, LLC

  • $132 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
IEF
Ishares Barclays

ETFs
7.13K
+ 15.98%
$92.67 - $99.14 $661K - $707K
51.7K $5.08M
GLD
Spdr Gold Trust

ETFs
1.65K
+ 14.22%
$215.56 - $246.98 $355K - $407K
13.2K $3.21M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.6K
+ 49.02%
$283.28 - $314.39 $454K - $503K
4.87K $1.53M
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
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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