Wmg Financial Advisors, LLC Sells in Q3 2024

Wmg Financial Advisors, LLC

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

ETFs
-6.43K
- 18.17%
$40.41 - $42.73 $260K - $275K
29K $1.23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.48K
- 24.07%
$75.32 - $84.37 $187K - $209K
7.83K $654K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-1.55K
- 22.4%
$86.19 - $93.16 $134K - $145K
5.38K $501K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.28K
- 27.22%
$89.91 - $101.33 $115K - $129K
3.41K $334K
BA
Boeing CO

Industrials
-49
- 1.97%
$152.04 - $190.6 $7.45K - $9.34K
2.44K $370K
AMAT
Applied Materials Inc

Technology
-38
- 2.37%
$174.88 - $254.97 $6.65K - $9.69K
1.57K $316K
LMND
Lemonade, Inc.

Financial Services
-2.6K
- 18.44%
$15.02 - $23.42 $39.1K - $60.9K
11.5K $189K
DFAE
Dimensional ETF Tr

ETFs
-1.66K
- 16.83%
$24.46 - $27.82 $40.6K - $46.2K
8.21K $224K
VGT
Vanguard Information Technolog

ETFs
-81
- 3.2%
$514.43 - $606.85 $41.7K - $49.2K
2.45K $1.44M
TQQQ
Proshares Ultrapro Qqq

ETFs
-179
- 4.2%
$53.19 - $84.93 $9.52K - $15.2K
4.08K $296K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-22
- 2.56%
$201.42 - $273.98 $4.43K - $6.03K
836 $200K
DFAT
Dimensional ETF Tr U S Target

ETFs
-892
- 8.68%
$51.0 - $57.07 $45.5K - $50.9K
9.39K $522K
FTGC
First Trust Global Tactical CO

ETFs
-181
- 0.81%
$22.3 - $24.39 $4.04K - $4.41K
22.3K $528K
TIP
Ishares Tr Tips Bd ETF

ETFs
-113
- 4.53%
$105.92 - $110.83 $12K - $12.5K
2.38K $262K
FBT
First Trust Nyse Arca Biotechn

ETFs
-388
- 11.06%
$152.39 - $172.91 $59.1K - $67.1K
3.12K $536K
FTXL
First Tr ETF Vi Nasdaq Semicon
-854
- 6.06%
N/A
13.2K $0
FNY
First Trust Mid Cap Growth Alp
-134
- 3.2%
N/A
4.05K $0
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-184
- 3.16%
$61.2 - $67.95 $11.3K - $12.5K
5.64K $377K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-49
- 10.02%
$531.86 - $624.21 $26.1K - $30.6K
440 $272K
DFAU
Dimensional ETF Tr

ETFs
-500
- 5.01%
$35.8 - $39.69 $17.9K - $19.8K
9.48K $376K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1
- 0.01%
$11.72 - $12.38 $11.7 - $12.4
11.2K $138K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 2.25%
$801.83 - $917.05 $8.02K - $9.17K
434 $384K
DFAI
Dimensional ETF Tr

ETFs
-1.48K
- 5.69%
$28.69 - $32.06 $42.3K - $47.3K
24.4K $776K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-400
- 5.18%
$69.16 - $76.64 $27.7K - $30.7K
7.33K $550K
HYG
Ishares Tr

ETFs
-9
- 0.28%
$76.72 - $80.36 $690 - $723
3.22K $258K
V
Visa Inc.

Financial Services
-16
- 1.53%
$253.74 - $291.56 $4.06K - $4.66K
1.03K $284K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5
- 0.08%
$31.05 - $34.29 $155 - $171
6.23K $213K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-55
- 2.53%
$117.9 - $128.2 $6.48K - $7.05K
2.12K $271K
VOT
Vanguard Mid Cap Growth Index

ETFs
-17
- 1.33%
$218.05 - $243.47 $3.71K - $4.14K
1.26K $306K
CRM
Salesforce, Inc.

Technology
-4
- 0.37%
$238.42 - $276.53 $954 - $1.11K
1.08K $295K
VB
Vanguard Small Cap ETF

ETFs
-22
- 1.7%
$214.77 - $237.72 $4.72K - $5.23K
1.27K $301K
VO
Vanguard Mid Cap ETF

ETFs
-20
- 1.73%
$237.84 - $263.83 $4.76K - $5.28K
1.14K $299K
VIS
Vanguard Industrial ETF

ETFs
-13
- 1.26%
$232.12 - $260.07 $3.02K - $3.38K
1.02K $264K
JNJ
Johnson & Johnson

Healthcare
-7
- 0.43%
$145.48 - $167.38 $1.02K - $1.17K
1.63K $263K
FTC
First Tr Lge Cap Growth

ETFs
-84
- 1.94%
$115.51 - $131.45 $9.7K - $11K
4.25K $557K
MO
Altria Group, Inc.

Consumer Defensive
-5
- 0.09%
$45.95 - $54.71 $230 - $274
5.78K $294K
PRU
Prudential Financial Inc

Financial Services
-52
- 0.54%
$105.53 - $127.32 $5.49K - $6.62K
9.63K $1.17M
CAT
Caterpillar Inc

Industrials
-26
- 2.97%
$316.8 - $391.12 $8.24K - $10.2K
849 $332K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.62K
- 3.03%
$71.45 - $75.64 $115K - $122K
51.7K $3.88M
OHI
Omega Healthcare Investors Inc

Real Estate
-222
- 2.42%
$33.55 - $41.29 $7.45K - $9.17K
8.94K $363K
VTI
Vanguard Total Stock Market Et

ETFs
-138
- 1.92%
$255.18 - $283.2 $35.2K - $39.1K
7.07K $2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-142
- 0.76%
$58.03 - $65.37 $8.24K - $9.28K
18.7K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.16%
$333.64 - $405.2 $1K - $1.22K
1.84K $743K
WMT
Walmart Inc.

Consumer Defensive
-48
- 0.21%
$66.91 - $81.4 $3.21K - $3.91K
22.4K $1.81M
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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