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
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.18%
$191.76 - $263.26 $575 - $790
1.7K $443K
VZ
Verizon Communications Inc

Communication Services
671
+ 3.17%
$38.89 - $45.0 $26.1K - $30.2K
21.8K $979K
META
Meta Platforms, Inc.

Communication Services
79
+ 8.97%
$453.41 - $572.44 $35.8K - $45.2K
960 $549K
XOM
Exxon Mobil Corp

Energy
635
+ 8.37%
$109.72 - $119.0 $69.7K - $75.6K
8.22K $963K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
759
+ 9.39%
$50.02 - $54.5 $38K - $41.4K
8.84K $481K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
725
+ 4.24%
$42.87 - $45.76 $31.1K - $33.2K
17.8K $806K
PTF
Invesco Exchange Traded Fd Tr

ETFs
965
+ 24.1%
$53.62 - $65.67 $51.7K - $63.4K
4.97K $315K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
2.1K
+ 12.24%
$15.71 - $18.52 $33K - $38.9K
19.3K $338K
SCHV
Schwab Strategic Tr Us Large C

ETFs
308
+ 5.03%
$73.43 - $80.37 $22.6K - $24.8K
6.43K $516K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.32K
+ 18.32%
$44.66 - $49.15 $59K - $64.9K
8.53K $401K
BNDX
Vanguard Total International B

ETFs
67
+ 0.21%
$48.42 - $50.35 $3.24K - $3.37K
32.5K $1.63M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.34%
$163.84 - $199.33 $1.15K - $1.4K
2.04K $403K
SO
Southern CO

Utilities
6
+ 0.16%
$77.0 - $90.52 $462 - $543
3.74K $337K
PSI
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 30.87%
$49.13 - $66.72 $56.7K - $77K
4.89K $281K
IDEV
Ishares Core Msci Intl Develop

ETFs
295
+ 6.16%
$63.46 - $71.43 $18.7K - $21.1K
5.09K $360K
MBB
Ishares Tr

ETFs
319
+ 9.9%
$90.85 - $96.66 $29K - $30.8K
3.54K $339K
FXL
First Tr Exchange Traded Fd Fi

ETFs
212
+ 4.03%
$122.48 - $142.51 $26K - $30.2K
5.47K $758K
GOOG
Alphabet Inc.

Communication Services
399
+ 23.29%
$149.54 - $192.66 $59.7K - $76.9K
2.11K $353K
SCHG
Schwab Strategic Tr Us Large C

ETFs
200
+ 4.22%
$92.63 - $105.69 $18.5K - $21.1K
4.94K $514K
EGP
Eastgroup Properties Inc

Real Estate
20
+ 1.08%
$169.51 - $191.71 $3.39K - $3.83K
1.87K $349K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
341
+ 5.94%
$47.95 - $49.61 $16.4K - $16.9K
6.08K $300K
STWD
Starwood Property Trust, Inc.

Real Estate
14
+ 0.08%
$18.75 - $21.11 $263 - $296
16.7K $341K
VDC
Vanguard Consumer Staples ETF

ETFs
14
+ 1.16%
$201.77 - $221.32 $2.82K - $3.1K
1.22K $266K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
1K
+ 5.67%
$10.65 - $11.21 $10.7K - $11.2K
18.7K $209K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
994
+ 9.89%
$11.66 - $12.54 $11.6K - $12.5K
11K $136K
XLE
Energy Sector Spdr

ETFs
358
+ 9.46%
$84.35 - $93.39 $30.2K - $33.4K
4.14K $363K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
900
+ 6.45%
$13.87 - $14.63 $12.5K - $13.2K
14.9K $215K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.11%
$47.6 - $53.31 $286 - $320
5.28K $278K
FSIG
First Tr ETF Iv LTD Duration I
545
+ 3.87%
$18.72 - $19.32 $10.2K - $10.5K
14.6K $280K
VBK
Vanguard Small Cap Growth ETF

ETFs
6
+ 0.73%
$240.48 - $267.94 $1.44K - $1.61K
829 $221K
PSEC
Prospect Capital Corp

Financial Services
3.5K
+ 18.09%
$4.75 - $5.6 $16.6K - $19.6K
22.9K $122K
BAC
Bank Of America Corp

Financial Services
330
+ 5.32%
$36.65 - $44.13 $12.1K - $14.6K
6.53K $259K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
158
+ 2.79%
$48.06 - $49.39 $7.59K - $7.8K
5.82K $286K
MGF
Mfs Government Markets Income Trust

Financial Services
2.6K
+ 25.74%
$3.07 - $3.31 $7.98K - $8.61K
12.7K $42K
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.13%
$161.9 - $179.3 $324 - $359
1.59K $269K
VMO
Invesco Municipal Opportunity Trust

Financial Services
238
+ 2.03%
$9.87 - $10.38 $2.35K - $2.47K
12K $123K
SCHO
Schwab Short Term Us Treasury

ETFs
6
+ 0.12%
$47.93 - $49.06 $288 - $294
5.2K $254K
American Centy ETF Tr
18.7K
+ 21.77%
N/A
104K $0
AVGE
American Centy ETF Tr Avantis
48
+ 0.28%
N/A
17.4K $0
Annaly Capital Management In
146
+ 0.74%
N/A
19.8K $0
American Centy ETF Tr
12.5K
New
N/A
12.5K $0
Blackrock Income Tr Inc
2.13K
+ 8.71%
N/A
26.6K $0
Calamos ETF Tr
9.23K
New
N/A
9.23K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
26.2K
+ 71.68%
N/A
62.8K $0
EMR
Emerson Electric CO

Industrials
10
+ 0.31%
$98.19 - $118.87 $982 - $1.19K
3.21K $350K
QTEC
First Trust Nasdaq 100 Technol

ETFs
191
+ 2.72%
$169.92 - $205.38 $32.5K - $39.2K
7.22K $1.38M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
194
+ 2.79%
$24.34 - $39.0 $4.72K - $7.57K
7.14K $210K
MRK
Merck & Co., Inc.

Healthcare
94
+ 2.49%
$111.15 - $128.97 $10.4K - $12.1K
3.86K $438K
CRWD
Crowd Strike Holdings, Inc.

Technology
47
+ 6.76%
$217.89 - $392.15 $10.2K - $18.4K
742 $208K
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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