Wealth Trust Axiom LLC New Holdings in Q3 2024

Wealth Trust Axiom LLC

  • $329 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
261K
New
$19.48 - $20.97 $5.08M - $5.47M
261K $5.42M
AMCR
Amcor PLC

Consumer Cyclical
96.3K
New
$9.5 - $11.44 $915K - $1.1M
96.3K $1.09M
SPG
Simon Property Group Inc

Real Estate
2K
New
$146.09 - $170.11 $292K - $340K
2K $338K
MTB
M&T Bank Corp

Financial Services
1.66K
New
$146.49 - $179.85 $243K - $298K
1.66K $295K
PDI
Pimco Dynamic Income Fund

Financial Services
12.6K
New
$18.7 - $20.25 $236K - $256K
12.6K $255K
LEU
Centrus Energy Corp

Energy
4.66K
New
$35.36 - $57.72 $165K - $269K
4.66K $255K
PEG
Public Service Enterprise Group Inc

Utilities
2.84K
New
$73.58 - $89.21 $209K - $254K
2.84K $253K
DHI
Horton D R Inc

Consumer Cyclical
1.28K
New
$135.21 - $197.06 $173K - $252K
1.28K $243K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
9.05K
New
$22.3 - $26.02 $202K - $236K
9.05K $235K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
10.5K
New
$20.25 - $22.07 $213K - $232K
10.5K $231K
PNW
Pinnacle West Capital Corp

Utilities
2.5K
New
$75.52 - $91.31 $189K - $228K
2.5K $221K
BEPC
Brookfield Renewable Corp

Utilities
6.72K
New
$26.92 - $32.89 $181K - $221K
6.72K $219K
SRE
Sempra Energy

Utilities
2.52K
New
$74.97 - $84.04 $189K - $212K
2.52K $210K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.93K
New
$99.14 - $109.18 $192K - $211K
1.93K $210K
STWD
Starwood Property Trust, Inc.

Real Estate
9.93K
New
$18.75 - $21.11 $186K - $210K
9.93K $202K
AKAM
Akamai Technologies Inc

Technology
2.05K
New
N/A
2.05K $185K
AGNC
Agnc Investment Corp.

Real Estate
16.2K
New
$9.48 - $10.66 $154K - $173K
16.2K $169K
NRZ
New Residential Investment Corp.

Real Estate
19.4K
New
N/A
19.4K $140K
Te Connectivity PLC
2.3K
New
N/A
2.3K $0
Activity Summary
Buys All Purchases 88 New Holdings 20 Increased Positions 68 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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