Wheelhouse Advisory Group LLC New Holdings in Q3 2024

Wheelhouse Advisory Group LLC

  • $155 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
47.1K
New
$47.0 - $47.84 $2.21M - $2.25M
47.1K $2.25B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
14.6K
New
$47.7 - $48.54 $698K - $710K
14.6K $710M
NEE
Nextera Energy Inc

Utilities
2.76K
New
$69.9 - $84.97 $193K - $235K
2.76K $234M
META
Meta Platforms, Inc.

Communication Services
362
New
$453.41 - $572.44 $164K - $207K
362 $208M
V
Visa Inc.

Financial Services
730
New
$253.74 - $291.56 $185K - $213K
730 $201M
Activity Summary
Buys All Purchases 23 New Holdings 5 Increased Positions 18 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wheelhouse Advisory Group LLC Portfolio

Follow Wheelhouse Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email