Wj Wealth Management, LLC Purchases in Q3 2024

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
229K
New
$44.24 - $49.47 $10.1M - $11.3M
229K $11.3M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
104K
New
$66.56 - $75.11 $6.9M - $7.79M
104K $7.75M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
310K
New
$22.21 - $23.14 $6.89M - $7.18M
310K $7.15M
STLG
Ishares Factors Us Growth Styl

ETFs
87.3K
New
$47.04 - $54.35 $4.11M - $4.75M
87.3K $4.39M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
149K
+ 41.66%
$23.63 - $24.42 $3.52M - $3.64M
506K $12.3M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
122K
+ 547.46%
$24.62 - $25.59 $3M - $3.12M
144K $3.68M
CGDV
Capital Group Divid Value ETF

ETFs
25.4K
+ 4.15%
$32.96 - $36.48 $836K - $925K
636K $23.2M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
85.1K
+ 19.61%
$23.75 - $23.75 $2.02M - $2.02M
519K $12.3M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
77.7K
+ 31.95%
$19.92 - $20.67 $1.55M - $1.61M
321K $6.6M
IBMP
Ishares Tr Ibonds December 202

ETFs
55.4K
New
$24.92 - $25.47 $1.38M - $1.41M
55.4K $1.41M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
37.1K
New
$24.91 - $25.63 $923K - $950K
37.1K $949K
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 22.42%
$772.14 - $960.02 $814K - $1.01M
5.76K $5.1M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
20.5K
+ 2.74%
$25.49 - $25.49 $523K - $523K
770K $19.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
893
+ 1.61%
$87.56 - $95.49 $78.2K - $85.3K
56.3K $5.37M
IWY
Ishares Tr Russell 200 Growth

ETFs
399
+ 0.59%
$194.66 - $225.97 $77.7K - $90.2K
68.5K $15.1M
IVV
Ishares Core S&P 500 ETF

ETFs
330
+ 4.3%
$520.18 - $576.82 $172K - $190K
8K $4.62M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
632
New
$475.2 - $527.7 $300K - $334K
632 $333K
AVGO
Broadcom Inc.

Technology
3.34K
+ 1775.53%
$136.27 - $1745.86 $455K - $5.83M
3.53K $608K
MU
Micron Technology Inc

Technology
1.95K
New
$86.27 - $136.82 $168K - $267K
1.95K $202K
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.08K
+ 13.66%
$38.49 - $41.61 $119K - $128K
25.6K $1.06M
PNQI
Invesco Nasdaq Internet ETF

ETFs
150
+ 1.62%
$37.37 - $43.48 $5.61K - $6.52K
9.4K $408K
Blackrock ETF Trust Ii
291K
New
N/A
291K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
22
+ 0.45%
$211.47 - $281.27 $4.65K - $6.19K
4.89K $1.2M
Activity Summary
Buys All Purchases 24 New Holdings 9 Increased Positions 15 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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