Wmg Financial Advisors, LLC New Holdings in Q3 2024

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEV
Ishares Tr Europe ETF

ETFs
11K
New
$53.25 - $58.78 $588K - $649K
11K $643K
AXP
American Express CO

Financial Services
2.37K
New
$225.92 - $271.17 $535K - $643K
2.37K $642K
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
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.06K
New
$32.36 - $33.78 $261K - $272K
8.06K $271K
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
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
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
BLW
Blackrock LTD Duration Income Trust

Financial Services
13.6K
New
$13.87 - $14.61 $188K - $198K
13.6K $196K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
11.8K
New
$9.76 - $11.79 $115K - $139K
11.8K $138K
Calamos ETF Tr
9.23K
New
N/A
9.23K $0
American Centy ETF Tr
12.5K
New
N/A
12.5K $0
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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