Wescott Financial Advisory Group, LLC New Holdings in Q3 2024

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.37K
New
$125.9 - $170.35 $173K - $234K
1.37K $233K
PPL
Ppl Corp

Utilities
6.95K
New
$27.36 - $33.08 $190K - $230K
6.95K $230K
NFLX
Netflix Inc

Communication Services
297
New
$598.55 - $722.26 $178K - $215K
297 $210K
ECL
Ecolab Inc.

Basic Materials
816
New
$228.86 - $255.76 $187K - $209K
816 $208K
WY
Weyerhaeuser CO

Real Estate
6.16K
New
$27.05 - $33.84 $167K - $209K
6.16K $208K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.13K
New
$32.36 - $33.78 $198K - $207K
6.13K $206K
AVLV
American Centy ETF Tr Avantis
3.11K
New
$60.05 - $65.83 $187K - $205K
3.11K $204K
Ge Vernova Inc
958
New
N/A
958 $0
Activity Summary
Buys All Purchases 94 New Holdings 8 Increased Positions 86 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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