Wmg Financial Advisors, LLC Purchases in Q3 2024

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
25.6K
+ 6.12%
$86.27 - $95.15 $2.21M - $2.44M
444K $42.3M
AVUV
American Centy ETF Tr Avantis

ETFs
14.4K
+ 6.01%
$88.24 - $99.7 $1.27M - $1.44M
254K $24.4M
AVDE
American Centy ETF Tr Avantis

ETFs
15.8K
+ 8.96%
$60.09 - $67.67 $949K - $1.07M
192K $12.9M
NVDA
Nvidia Corp

Technology
14.5K
+ 77.86%
$98.91 - $134.91 $1.43M - $1.96M
33.1K $4.02M
AVRE
American Centy ETF Tr Avantis
11.3K
+ 15.02%
$40.95 - $48.28 $463K - $546K
86.7K $4.09M
AAPL
Apple Inc.

Technology
1.63K
+ 6.2%
$207.23 - $234.82 $338K - $383K
27.9K $6.5M
NIO
Nio Inc.

Consumer Cyclical
57.7K
+ 26.31%
$3.67 - $6.68 $212K - $386K
277K $1.85M
AVEM
American Centy ETF Tr Avantis

ETFs
7.49K
+ 8.3%
$57.2 - $65.59 $429K - $491K
97.7K $6.31M
AVDV
American Centy ETF Tr Avantis

ETFs
3.65K
+ 4.22%
$62.52 - $71.12 $228K - $260K
90.2K $6.37M
UPST
Upstart Holdings, Inc.

Financial Services
375
+ 0.86%
$22.9 - $44.11 $8.59K - $16.5K
44.1K $1.76M
AXP
American Express CO

Financial Services
2.37K
New
$225.92 - $271.17 $535K - $643K
2.37K $642K
AVLV
American Centy ETF Tr Avantis
7.5K
+ 18.7%
$60.05 - $65.83 $450K - $494K
47.6K $3.13M
NOW
Service Now, Inc.

Technology
492
New
$730.87 - $937.36 $360K - $461K
492 $440K
LLY
Eli Lilly & CO

Healthcare
479
New
$772.14 - $960.02 $370K - $460K
479 $424K
T
At&T Inc.

Communication Services
746
+ 0.54%
$18.21 - $22.28 $13.6K - $16.6K
139K $3.06M
MSFT
Microsoft Corp

Technology
1.18K
+ 16.6%
$395.15 - $467.56 $467K - $552K
8.3K $3.57M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.48K
+ 24.37%
$87.56 - $95.49 $217K - $236K
12.6K $1.21M
GOOGL
Alphabet Inc.

Communication Services
1.97K
+ 64.26%
$148.65 - $191.18 $293K - $377K
5.04K $836K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.06K
New
$32.36 - $33.78 $261K - $272K
8.06K $271K
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 23.28%
$161.02 - $200.0 $271K - $337K
8.91K $1.66M
PKB
Invesco Exchange Traded Fd Tr

ETFs
3.29K
New
$66.28 - $79.78 $218K - $263K
3.29K $262K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
10.8K
New
$23.73 - $23.93 $256K - $258K
10.8K $257K
NXPI
Nxp Semiconductors N.V.

Technology
1.05K
New
$225.14 - $290.78 $237K - $306K
1.05K $252K
SHW
Sherwin Williams CO

Basic Materials
624
New
$294.65 - $384.0 $184K - $240K
624 $238K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.43K
New
$76.97 - $100.56 $187K - $245K
2.43K $238K
AVES
American Centy ETF Tr Avantis

ETFs
4.15K
+ 83.0%
$46.0 - $52.55 $191K - $218K
9.15K $477K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.64K
New
$38.81 - $41.41 $219K - $234K
5.64K $233K
QABA
First Trust Nasdaq Aba Communi

ETFs
4.41K
New
$44.7 - $55.98 $197K - $247K
4.41K $233K
ANET
Arista Networks, Inc.

Technology
604
New
$311.42 - $388.21 $188K - $234K
604 $231K
NSC
Norfolk Southern Corp

Industrials
924
New
$213.75 - $259.69 $198K - $240K
924 $229K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
184
+ 7.08%
$405.19 - $478.57 $74.6K - $88.1K
2.78K $1.28M
MCD
Mcdonalds Corp

Consumer Cyclical
724
New
$245.82 - $304.51 $178K - $220K
724 $220K
KO
Coca Cola CO

Consumer Defensive
3K
New
$62.69 - $73.01 $188K - $219K
3K $215K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.26K
New
$149.02 - $167.67 $188K - $211K
1.26K $211K
VBR
Vanguard Small Cap Value ETF

ETFs
1.02K
New
$179.99 - $201.6 $184K - $206K
1.02K $204K
XLU
Utilities Sector Spdr

ETFs
1.82K
+ 45.85%
$67.67 - $80.78 $123K - $147K
5.79K $467K
BLW
Blackrock LTD Duration Income Trust

Financial Services
13.6K
New
$13.87 - $14.61 $188K - $198K
13.6K $196K
GLD
Spdr Gold Trust

ETFs
307
+ 7.33%
$215.56 - $246.98 $66.2K - $75.8K
4.49K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 8.5%
$434.77 - $502.96 $139K - $161K
4.09K $1.99M
AVGO
Broadcom Inc.

Technology
7.31K
+ 973.37%
$136.27 - $1745.86 $996K - $12.8M
8.06K $1.39M
RF
Regions Financial Corp

Financial Services
35
+ 0.06%
$19.51 - $23.42 $683 - $820
54.2K $1.26M
FXR
First Trust Industrials/Produc

ETFs
174
+ 0.88%
$66.85 - $75.76 $11.6K - $13.2K
20K $1.52M
FIW
First Trust Water ETF

ETFs
196
+ 1.3%
$98.0 - $109.33 $19.2K - $21.4K
15.2K $1.66M
IBM
International Business Machines Corp

Technology
56
+ 1.9%
$175.1 - $223.38 $9.81K - $12.5K
3K $663K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
11.8K
New
$9.76 - $11.79 $115K - $139K
11.8K $138K
SPY
Spdr S&P 500 ETF Trust

ETFs
55
+ 1.75%
$517.38 - $573.86 $28.5K - $31.6K
3.2K $1.84M
DHI
Horton D R Inc

Consumer Cyclical
214
+ 14.38%
$135.21 - $197.06 $28.9K - $42.2K
1.7K $324K
FDN
First Tr Fd Dow Jones

ETFs
339
+ 5.4%
$183.68 - $212.48 $62.3K - $72K
6.62K $1.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
944
+ 2.48%
$42.54 - $47.97 $40.2K - $45.3K
38.9K $1.85M
Activity Summary
Buys All Purchases 100 New Holdings 22 Increased Positions 78 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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