Wfa Of San Diego, LLC Purchases in Q3 2024

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
4.18K
+ 62.88%
$161.02 - $200.0 $672K - $835K
10.8K $2.02M
CGDV
Capital Group Divid Value ETF

ETFs
18.2K
New
$32.96 - $36.48 $599K - $663K
18.2K $662K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
363
+ 4.64%
$405.19 - $478.57 $147K - $174K
8.19K $3.77M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.76K
+ 22.71%
$44.9 - $47.55 $393K - $416K
47.3K $2.23M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.81K
+ 6.52%
$85.48 - $98.39 $155K - $178K
29.6K $2.85M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.9K
+ 5.8%
$71.45 - $75.64 $136K - $144K
34.7K $2.61M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.02K
+ 7.86%
$43.73 - $46.29 $132K - $140K
41.4K $1.91M
VONV
Vanguard Russell 1000 Value Et

ETFs
389
+ 1.49%
$76.07 - $83.33 $29.6K - $32.4K
26.5K $2.21M
VUG
Vanguard Growth ETF

ETFs
304
+ 44.31%
$341.08 - $391.94 $104K - $119K
990 $380K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
359
+ 1.53%
$57.32 - $62.65 $20.6K - $22.5K
23.8K $1.48M
XLU
Utilities Sector Spdr

ETFs
814
+ 35.47%
$67.67 - $80.78 $55.1K - $65.8K
3.11K $251K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
116
+ 1.61%
$105.53 - $118.34 $12.2K - $13.7K
7.31K $855K
NVDA
Nvidia Corp

Technology
850
+ 11.55%
$98.91 - $134.91 $84.1K - $115K
8.21K $997K
CGGR
Capital Group Growth ETF Shs C

ETFs
2K
New
$30.71 - $34.79 $61.4K - $69.6K
2K $69K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
323
+ 7.42%
$83.76 - $91.82 $27.1K - $29.7K
4.68K $427K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
942
+ 7.77%
$49.93 - $51.15 $47K - $48.2K
13.1K $668K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.06K
+ 3.21%
$50.52 - $50.95 $53.8K - $54.2K
34.2K $1.74M
VEA
Vanguard Ftse Developed Market

ETFs
415
+ 6.74%
$47.6 - $53.31 $19.8K - $22.1K
6.57K $346K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
499
+ 7.29%
$37.98 - $41.19 $19K - $20.6K
7.34K $302K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.04K
+ 1.71%
$22.94 - $23.16 $23.9K - $24.1K
62K $1.43M
VIG
Vanguard Dividend Appreciation

ETFs
176
+ 2.09%
$182.15 - $182.15 $32.1K - $32.1K
8.6K $1.57M
IHF
Ishares Tr

ETFs
301
+ 49.34%
$51.37 - $58.67 $15.5K - $17.7K
911 $52K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
264
+ 5.93%
$45.77 - $47.35 $12.1K - $12.5K
4.72K $223K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4
+ 0.08%
$53.41 - $57.9 $214 - $232
5.16K $298K
SBUX
Starbucks Corp

Consumer Cyclical
80
+ 32.0%
$72.51 - $98.6 $5.8K - $7.89K
330 $32K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
1
+ 0.08%
$69.31 - $77.34 $69.3 - $77.3
1.2K $91K
ETR
Entergy Corp

Utilities
69
New
$104.75 - $131.61 $7.23K - $9.08K
69 $9K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
49
+ 29.7%
$100.88 - $116.06 $4.94K - $5.69K
214 $24K
BX
Blackstone Inc.

Financial Services
1
+ 0.43%
$120.77 - $159.66 $121 - $160
232 $35K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
50
+ 10.64%
$98.99 - $101.51 $4.95K - $5.08K
520 $52K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4
+ 1.08%
$73.43 - $80.37 $294 - $321
374 $30K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.5%
$46.9 - $51.96 $93.8 - $104
400 $20K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
46
+ 2.1%
$18.74 - $20.92 $862 - $962
2.23K $43K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
85
New
$23.08 - $23.52 $1.96K - $2K
85 $1K
Ishares Tr
400
New
N/A
400 $0
Ishares Bitcoin Trust ETF
70
New
N/A
70 $0
AVGO
Broadcom Inc.

Technology
45
+ 900.0%
$136.27 - $1745.86 $6.13K - $78.6K
50 $8K
Calamos ETF Tr
100
New
N/A
100 $0
Proshares Tr
25
New
N/A
25 $0
Annaly Capital Management In
50
+ 4.0%
N/A
1.3K $0
Tidal Tr Ii
575
New
N/A
575 $0
Proshares Tr Ii
25
+ 6.67%
N/A
400 $0
Grayscale Bitcoin Mini Tr Bt
52
New
N/A
52 $0
MSFT
Microsoft Corp

Technology
60
+ 1.64%
$395.15 - $467.56 $23.7K - $28.1K
3.72K $1.6M
INTC
Intel Corp

Technology
126
+ 2.31%
$18.9 - $34.87 $2.38K - $4.39K
5.59K $131K
Activity Summary
Buys All Purchases 46 New Holdings 10 Increased Positions 36 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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