West Wealth Group, LLC Sells in Q3 2024

West Wealth Group, LLC

  • $306 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-61.9K
- 12.44%
$60.84 - $67.51 $3.77M - $4.18M
436K $29.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-52.5K
- 39.4%
$36.02 - $41.68 $1.89M - $2.19M
80.8K $3.34M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-21.7K
- 29.3%
$26.69 - $29.87 $579K - $648K
52.4K $1.52M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.88K
- 59.75%
$106.11 - $113.72 $412K - $441K
2.61K $295K
BA
Boeing CO

Industrials
-179
- 2.08%
$152.04 - $190.6 $27.2K - $34.1K
8.43K $1.28M
AMZN
Amazon Com Inc

Consumer Cyclical
-372
- 2.83%
$161.02 - $200.0 $59.9K - $74.4K
12.8K $2.38M
IEMG
Ishares Inc

ETFs
-2.82K
- 17.96%
$53.64 - $53.64 $151K - $151K
12.9K $690K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.81K
- 11.06%
$113.45 - $126.18 $205K - $228K
14.5K $1.83M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-2.49K
- 17.68%
$56.29 - $62.74 $140K - $156K
11.6K $725K
ROK
Rockwell Automation, Inc

Industrials
-365
- 21.03%
$248.27 - $294.37 $90.6K - $107K
1.37K $368K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.49K
- 5.05%
$162.64 - $179.3 $242K - $267K
27.9K $5.01M
EMB
Ishares Tr

ETFs
-549
- 6.84%
$87.75 - $93.74 $48.2K - $51.5K
7.48K $699K
BAC
Bank Of America Corp

Financial Services
-67
- 1.02%
$36.65 - $44.13 $2.46K - $2.96K
6.52K $258K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-273
- 5.25%
$46.5 - $49.42 $12.7K - $13.5K
4.93K $242K
SUB
Ishares Short Term National Mu

ETFs
-26
- 0.75%
$104.3 - $106.3 $2.71K - $2.76K
3.46K $367K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-213
- 3.42%
$54.98 - $59.51 $11.7K - $12.7K
6.01K $357K
AOA
Ishares Tr Core Aggressive All

ETFs
-249
- 4.05%
$72.11 - $79.05 $18K - $19.7K
5.9K $465K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-169
- 3.16%
$97.81 - $108.79 $16.5K - $18.4K
5.19K $564K
USXF
Ishares Esg Advanced Msci Usa

Technology
-285
- 2.53%
$43.59 - $49.35 $12.4K - $14.1K
11K $538K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-163
- 0.67%
$22.38 - $23.66 $3.65K - $3.86K
24.2K $567K
DGRO
Ishares Core Dividend Growth E

ETFs
-536
- 4.51%
$57.47 - $62.76 $30.8K - $33.6K
11.3K $710K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 3.06%
$405.19 - $478.57 $10.5K - $12.4K
825 $379K
TSLA
Tesla, Inc.

Consumer Cyclical
-245
- 3.58%
$191.76 - $263.26 $47K - $64.5K
6.59K $1.72M
AAPL
Apple Inc.

Technology
-301
- 0.63%
$207.23 - $234.82 $62.4K - $70.7K
47.5K $11.1M
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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