Wolf Group Capital Advisors Purchases in Q3 2024

Wolf Group Capital Advisors

  • $234 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGRC
Mcgrath Rentcorp

Industrials
2.03K
+ 14.03%
$98.13 - $115.62 $199K - $235K
16.5K $1.74M
ABC
Amerisourcebergen Corp

Healthcare
1.05K
+ 12.39%
N/A
9.51K $1.76M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.94K
+ 45.08%
$48.51 - $52.86 $143K - $155K
9.47K $500K
CACI
Caci International Inc

Technology
430
+ 10.8%
$427.76 - $427.76 $184K - $184K
4.41K $1.89M
FISV
Fiserv Inc

Technology
1.36K
+ 11.34%
N/A
13.4K $1.67M
CB
Chubb LTD

Financial Services
24
+ 0.51%
$252.51 - $292.2 $6.06K - $7.01K
4.77K $1.38M
VTWG
Vanguard Russell 2000 Growth E

ETFs
379
+ 8.86%
$186.75 - $211.16 $70.8K - $80K
4.66K $964K
IWP
Ishares Russell Mid Cap Growth

ETFs
776
+ 10.13%
$103.87 - $117.59 $80.6K - $91.2K
8.44K $989K
VBR
Vanguard Small Cap Value ETF

ETFs
549
+ 43.54%
$179.99 - $201.6 $98.8K - $111K
1.81K $363K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1.44K
+ 14.31%
$86.23 - $103.97 $124K - $149K
11.5K $1.12M
EMR
Emerson Electric CO

Industrials
1.3K
+ 6.42%
$98.19 - $118.87 $128K - $155K
21.6K $2.36M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
401
+ 3.62%
$101.72 - $112.94 $40.8K - $45.3K
11.5K $1.3M
GLD
Spdr Gold Trust

ETFs
155
+ 9.19%
$215.56 - $246.98 $33.4K - $38.3K
1.84K $447K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.3K
+ 14.62%
$25.49 - $25.49 $58.5K - $58.5K
18K $458K
XLK
Technology Sector Spdr

ETFs
196
+ 6.9%
$197.34 - $237.68 $38.7K - $46.6K
3.04K $685K
TXN
Texas Instruments Inc

Technology
201
+ 1.4%
$194.6 - $194.6 $39.1K - $39.1K
14.5K $2.83M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
138
+ 1.18%
$28.88 - $32.61 $3.99K - $4.5K
11.9K $379K
IRBO
Ishares Robotics & Artificial

ETFs
414
+ 3.27%
$30.09 - $34.95 $12.5K - $14.5K
13.1K $419K
GOOGL
Alphabet Inc.

Communication Services
563
+ 2.82%
$148.65 - $191.18 $83.7K - $108K
20.6K $3.41M
AVGO
Broadcom Inc.

Technology
121
+ 5.36%
$136.27 - $1745.86 $16.5K - $211K
2.38K $410K
Activity Summary
Buys All Purchases 71 New Holdings 15 Increased Positions 56 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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