Wms Partners, LLC Sells in Q1 2024

Wms Partners, LLC

  • $1.4 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-21.3K
- 9.26%
$169.0 - $195.18 $3.6M - $4.15M
209K $35.8M
TROW
Price T Rowe Group Inc

Financial Services
-91.5K
- 20.07%
$104.74 - $121.92 $9.59M - $11.2M
364K $44.4M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.53K
- 1.8%
$0.0 - $32.98 $0 - $83.4K
138K $0
VT
Vanguard Total World Stk Index

ETFs
-18.2K
- 14.73%
$100.68 - $110.5 $1.83M - $2.01M
105K $11.6M
AXSM
Axsome Therapeutics, Inc.

Healthcare
-10K
- 19.72%
$69.39 - $97.64 $694K - $976K
40.7K $3.25M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.69K
- 13.52%
$76.87 - $77.64 $514K - $520K
42.8K $3.31M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-30K
- 32.31%
$42.0 - $55.99 $1.26M - $1.68M
62.9K $3.49M
JNJ
Johnson & Johnson

Healthcare
-3.39K
- 5.76%
$155.22 - $162.74 $526K - $551K
55.4K $8.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-540
- 2.86%
$278.58 - $300.53 $150K - $162K
18.4K $5.18M
ACWI
Ishares Msci Acwi ETF

ETFs
-9.53K
- 11.97%
$99.79 - $110.15 $951K - $1.05M
70.1K $7.72M
INTC
Intel Corp

Technology
-2.29K
- 5.28%
$41.83 - $49.55 $95.8K - $114K
41.1K $1.81M
ABT
Abbott Laboratories

Healthcare
-4.91K
- 7.97%
$109.52 - $120.96 $538K - $594K
56.7K $6.45M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-5.61K
- 16.49%
$59.92 - $65.55 $336K - $367K
28.4K $1.86M
MDXG
Mimedx Group, Inc.

Healthcare
-21.2K
- 24.66%
$7.61 - $8.63 $161K - $183K
64.6K $497K
TSLA
Tesla, Inc.

Consumer Cyclical
-218
- 8.23%
$162.5 - $248.42 $35.4K - $54.2K
2.43K $427K
CSCO
Cisco Systems, Inc.

Technology
-3.52K
- 11.44%
$48.06 - $52.33 $169K - $184K
27.3K $1.36M
VGSH
Vanguard

ETFs
-2.56K
- 6.64%
$57.88 - $58.54 $148K - $150K
36K $2.09M
BMY
Bristol Myers Squibb CO

Healthcare
-3.37K
- 38.02%
$47.98 - $54.4 $162K - $183K
5.49K $297K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.8K
- 24.95%
$50.95 - $51.48 $143K - $144K
8.42K $431K
SPGI
S&P Global Inc.

Financial Services
-268
- 19.78%
$418.48 - $459.72 $112K - $123K
1.09K $462K
AVSC
American Centy ETF Tr Avantis
-2.85K
- 10.79%
$47.8 - $52.36 $136K - $149K
23.6K $1.24M
ANSS
Ansys Inc

Technology
-282
- 28.92%
$327.42 - $357.79 $92.3K - $101K
693 $240K
MMM
3 M CO

Industrials
-828
- 12.85%
$91.25 - $110.0 $75.6K - $91.1K
5.61K $595K
MKTX
Marketaxess Holdings Inc

Financial Services
-1
- 0.08%
$207.77 - $286.45 $208 - $286
1.23K $268K
TDG
Trans Digm Group Inc

Industrials
-133
- 39.23%
$972.61 - $1233.8 $129K - $164K
206 $253K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-9.73K
- 4.93%
$100.31 - $105.34 $976K - $1.02M
187K $19.7M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.01K
- 9.57%
$46.78 - $47.19 $47.3K - $47.8K
9.56K $449K
SO
Southern CO

Utilities
-729
- 18.77%
$66.25 - $72.24 $48.3K - $52.7K
3.15K $226K
ISRG
Intuitive Surgical Inc

Healthcare
-261
- 27.1%
$322.13 - $400.59 $84.1K - $105K
702 $280K
IYW
Ishares Dj Us Tech ETF

ETFs
-505
- 23.87%
$117.5 - $136.59 $59.3K - $69K
1.61K $217K
IVE
Ishares S&P 500 Value ETF

ETFs
-635
- 8.82%
$171.09 - $186.81 $109K - $119K
6.57K $1.23M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-104
- 0.01%
$46.15 - $46.75 $4.8K - $4.86K
888K $41.3M
ROK
Rockwell Automation, Inc

Industrials
-6
- 0.6%
$253.28 - $307.22 $1.52K - $1.84K
1K $291K
TGT
Target Corp

Consumer Defensive
-845
- 22.66%
$137.4 - $177.21 $116K - $150K
2.88K $511K
HON
Honeywell International Inc

Industrials
-38
- 1.78%
$193.01 - $209.0 $7.33K - $7.94K
2.1K $429K
IWP
Ishares Russell Mid Cap Growth

ETFs
-197
- 9.74%
$100.66 - $114.14 $19.8K - $22.5K
1.83K $208K
BX
Blackstone Inc.

Financial Services
-23
- 1.09%
$116.98 - $131.66 $2.69K - $3.03K
2.09K $274K
Veralto Corp
-270
- 5.73%
N/A
4.44K $0
Schwab Charles Family Fd
-6.75M
- 14.03%
N/A
41.4M $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
-370
- 0.88%
N/A
41.6K $0
IAG
Iamgold Corp

Basic Materials
-33K
- 23.24%
$2.3 - $3.33 $75.9K - $110K
109K $362K
COP
Conocophillips

Energy
-103
- 5.46%
$106.93 - $127.28 $11K - $13.1K
1.78K $227K
DFAE
Dimensional ETF Tr

ETFs
-403
- 1.41%
$22.74 - $24.88 $9.16K - $10K
28.2K $697K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-224
- 1.31%
$27.45 - $30.1 $6.15K - $6.74K
16.9K $508K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-45
- 2.81%
$372.72 - $397.76 $16.8K - $17.9K
1.56K $619K
DEO
Diageo PLC

Consumer Defensive
-310
- 1.48%
$137.5 - $154.69 $42.6K - $48K
20.7K $3.07M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-691
- 0.87%
$23.62 - $25.64 $16.3K - $17.7K
78.7K $2.01M
FNDA
Schwab Fundamental U S Small C

ETFs
-38
- 0.18%
$52.35 - $57.03 $1.99K - $2.17K
20.9K $1.19M
VUG
Vanguard Growth ETF

ETFs
-20
- 1.68%
$301.05 - $346.61 $6.02K - $6.93K
1.17K $402K
Activity Summary
Buys All Purchases 131 New Holdings 25 Increased Positions 106 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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