Western Wealth Management, LLC Purchases in Q3 2024

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
1.35K
+ 20.82%
$237.84 - $263.83 $322K - $357K
7.86K $2.07M
GTO
Invesco Actively Managed ETF T

ETFs
10.3K
New
$46.22 - $48.77 $474K - $500K
10.3K $495K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.05K
New
$460.0 - $505.78 $484K - $532K
1.05K $489K
CGXU
Capital Group Intl Focus Equit

ETFs
17.5K
+ 208.81%
$24.27 - $27.46 $424K - $480K
25.9K $697K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
11.1K
New
$37.45 - $44.25 $416K - $491K
11.1K $474K
GE
General Electric CO

Industrials
606
+ 5.0%
$156.66 - $189.66 $94.9K - $115K
12.7K $2.4M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
39.9K
New
$11.08 - $11.94 $442K - $476K
39.9K $471K
VGSH
Vanguard

ETFs
7.97K
New
$57.74 - $59.13 $460K - $471K
7.97K $470K
PG
Procter & Gamble CO

Consumer Defensive
1.02K
+ 2.88%
$160.76 - $177.82 $163K - $181K
36.3K $6.29M
EFV
Msci Eafe Value ETF

ETFs
7.65K
+ 190.99%
$51.72 - $57.96 $396K - $444K
11.7K $670K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.7K
+ 6.76%
$61.47 - $67.36 $228K - $249K
58.5K $3.93M
FYC
First Trust Small Cap Growth A

ETFs
5.93K
New
$65.44 - $74.98 $388K - $444K
5.93K $440K
MRK
Merck & Co., Inc.

Healthcare
5.93K
+ 25.99%
$111.15 - $128.97 $659K - $764K
28.7K $3.26M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.24K
+ 50.99%
$76.94 - $79.54 $403K - $417K
15.5K $1.23M
XLU
Utilities Sector Spdr

ETFs
2.96K
+ 19.12%
$67.67 - $80.78 $200K - $239K
18.4K $1.49M
LRCX
Lam Research Corp

Technology
595
+ 276.74%
$731.56 - $1127.3 $435K - $671K
810 $661K
VFH
Vanguard Financial ETF

ETFs
3.04K
+ 31.72%
$99.27 - $111.21 $302K - $338K
12.6K $1.39M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.3K
+ 45.73%
$98.97 - $99.59 $426K - $429K
13.7K $1.37M
FTNT
Fortinet, Inc.

Technology
5.29K
New
$55.39 - $77.55 $293K - $410K
5.29K $410K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.26K
+ 112.78%
$45.2 - $47.87 $373K - $395K
15.6K $740K
PH
Parker Hannifin Corp

Industrials
145
+ 5.96%
$501.01 - $635.92 $72.6K - $92.2K
2.58K $1.63M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
17K
New
$22.21 - $23.14 $378K - $394K
17K $392K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.96K
New
$86.23 - $103.97 $341K - $412K
3.96K $384K
FDX
Fedex Corp

Industrials
1.58K
+ 82.49%
$254.64 - $313.52 $403K - $496K
3.5K $958K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.42K
+ 7.09%
$75.32 - $84.37 $182K - $204K
36.5K $3.05M
OKE
Oneok Inc

Energy
3.34K
+ 43.98%
$78.62 - $95.27 $263K - $318K
10.9K $997K
PTF
Invesco Exchange Traded Fd Tr

ETFs
5.83K
New
$53.62 - $65.67 $312K - $383K
5.83K $369K
IXUS
Ishares Tr

ETFs
3.78K
+ 20.2%
$64.9 - $73.35 $246K - $277K
22.5K $1.63M
PDI
Pimco Dynamic Income Fund

Financial Services
12.6K
+ 16.48%
$18.7 - $20.25 $235K - $254K
88.7K $1.8M
PEP
Pepsico Inc

Consumer Defensive
1.8K
+ 15.99%
$161.9 - $179.3 $291K - $322K
13K $2.22M
JBL
Jabil Inc

Technology
3.03K
New
$97.55 - $126.65 $295K - $384K
3.03K $362K
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
10.7K
New
$30.87 - $33.59 $332K - $361K
10.7K $360K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.14K
+ 1.56%
$31.05 - $34.29 $66.5K - $73.4K
140K $4.78M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.72K
+ 24.11%
$50.25 - $50.74 $338K - $341K
34.6K $1.76M
VRSN
Verisign Inc

Technology
1.83K
New
$174.18 - $190.64 $319K - $349K
1.83K $348K
MSTR
Microstrategy Inc

Technology
7.42K
+ 980.18%
$114.3 - $1800.09 $848K - $13.4M
8.18K $1.38M
SPGI
S&P Global Inc.

Financial Services
133
+ 3.57%
$446.32 - $527.38 $59.4K - $70.1K
3.86K $1.99M
AOA
Ishares Tr Core Aggressive All

ETFs
3.92K
+ 75.52%
$72.11 - $79.05 $282K - $309K
9.1K $718K
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.64K
+ 7.19%
$32.36 - $33.78 $215K - $224K
99K $3.34M
FNDX
Schwab Fundamental U S Large C

ETFs
4.36K
+ 122.98%
$65.36 - $71.76 $285K - $313K
7.9K $566K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
36K
New
$8.59 - $9.07 $309K - $327K
36K $325K
JFR
Nuveen Floating Rate Income Fund

Financial Services
36.9K
New
$8.36 - $9.0 $309K - $332K
36.9K $325K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
4.7K
New
$60.7 - $67.83 $285K - $319K
4.7K $318K
MBB
Ishares Tr

ETFs
2.65K
+ 17.39%
$90.85 - $96.66 $241K - $257K
17.9K $1.72M
AM
Antero Midstream Corp

Energy
20.2K
New
$13.39 - $15.16 $270K - $305K
20.2K $303K
NFLX
Netflix Inc

Communication Services
197
+ 4.29%
$598.55 - $722.26 $118K - $142K
4.79K $3.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
794
+ 3.97%
$117.9 - $128.2 $93.6K - $102K
20.8K $2.67M
YLD
Principal Exchange Traded Fds

ETFs
15K
New
$18.89 - $19.62 $284K - $295K
15K $293K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.86K
+ 68.35%
$127.29 - $141.5 $237K - $263K
4.58K $638K
Activity Summary
Buys All Purchases 512 New Holdings 116 Increased Positions 396 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 1 Puts 1
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