Wfa Of San Diego, LLC Sells in Q3 2024

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-872
- 1.55%
$36.86 - $39.26 $32.1K - $34.2K
55.3K $2.11M
EMB
Ishares Tr

ETFs
-134
- 2.68%
$87.75 - $93.74 $11.8K - $12.6K
4.86K $455K
AMGN
Amgen Inc

Healthcare
-20
- 0.88%
$309.38 - $337.38 $6.19K - $6.75K
2.24K $722K
NEE
Nextera Energy Inc

Utilities
-20
- 1.43%
$69.9 - $84.97 $1.4K - $1.7K
1.38K $116K
DVY
Ishares Tr

ETFs
-46
- 2.27%
$119.99 - $135.74 $5.52K - $6.24K
1.98K $267K
UNH
Unitedhealth Group Inc

Healthcare
-10
- 2.12%
$488.01 - $604.18 $4.88K - $6.04K
461 $269K
VEU
Vanguard Ftse All World Ex Us

ETFs
-100
- 1.16%
$56.47 - $63.69 $5.65K - $6.37K
8.49K $534K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.37K
- 4.09%
$59.93 - $66.52 $82.3K - $91.4K
32.3K $2.15M
VTI
Vanguard Total Stock Market Et

ETFs
-1.56K
- 5.15%
$255.18 - $283.2 $398K - $442K
28.7K $8.13M
BIO
Bio Rad Laboratories, Inc.

Healthcare
-100
- 8.93%
$263.97 - $344.64 $26.4K - $34.5K
1.02K $341K
JNJ
Johnson & Johnson

Healthcare
-8
- 0.28%
$145.48 - $167.38 $1.16K - $1.34K
2.81K $456K
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.45%
$333.64 - $405.2 $1.33K - $1.62K
880 $356K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-116
- 0.82%
$41.9 - $48.26 $4.86K - $5.6K
14.1K $675K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-70
- 0.69%
$77.02 - $85.06 $5.39K - $5.95K
10K $848K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-57
- 0.42%
$75.47 - $83.18 $4.3K - $4.74K
13.6K $1.13M
O
Realty Income Corp

Real Estate
-329
- 3.39%
$52.36 - $63.42 $17.2K - $20.9K
9.39K $595K
BK
Bank Of New York Mellon Corp

Financial Services
-230
- 2.33%
$59.54 - $72.17 $13.7K - $16.6K
9.63K $692K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.13K
- 1.41%
$37.33 - $40.63 $42.3K - $46.1K
79.3K $3.22M
GLDM
World Gold Trust

ETFs
-501
- 1.35%
$46.2 - $53.01 $23.1K - $26.6K
36.5K $1.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.29K
- 2.6%
$64.57 - $71.76 $83.6K - $92.9K
48.6K $3.48M
AAPL
Apple Inc.

Technology
-910
- 1.58%
$207.23 - $234.82 $189K - $214K
56.7K $13.2M
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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