Wrapmanager Inc Purchases in Q4 2024

Wrapmanager Inc

  • $385 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ARES
Ares Management Corp

Financial Services
118
+ 6.74%
$153.38 - $183.7 $18.1K - $21.7K
1.87K $331K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.46K
+ 4.39%
$24.82 - $25.48 $136K - $139K
130K $3.23M
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.15K
+ 4.88%
$23.08 - $23.28 $49.6K - $50K
46.1K $1.07M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
2.4K
+ 5.42%
$23.03 - $23.33 $55.3K - $56K
46.7K $1.08M
ORCL
Oracle Corp

Technology
471
+ 5.11%
$165.41 - $192.43 $77.9K - $90.6K
9.69K $1.61M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.19K
+ 8.87%
$12.27 - $15.41 $14.6K - $18.3K
14.6K $211K
MSFT
Microsoft Corp

Technology
685
+ 2.42%
$406.35 - $454.46 $278K - $311K
29K $12.2M
IBHG
Ishares Tr Ibonds 2027 Term Hi
2.54K
+ 5.55%
$22.11 - $22.54 $56.1K - $57.2K
48.3K $1.07M
LLY
Eli Lilly & CO

Healthcare
425
+ 16.66%
$727.2 - $932.06 $309K - $396K
2.98K $2.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.83K
+ 4.29%
$22.71 - $23.47 $132K - $137K
142K $3.23M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
2.27K
+ 5.2%
$23.18 - $23.74 $52.5K - $53.8K
45.9K $1.07M
JCI
Johnson Controls International PLC

Industrials
345
+ 6.59%
$74.23 - $86.6 $25.6K - $29.9K
5.58K $440K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
2.12K
+ 4.84%
$23.22 - $23.84 $49.2K - $50.5K
45.9K $1.08M
TXN
Texas Instruments Inc

Technology
133
+ 4.79%
N/A
2.91K $566K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
239
+ 2.84%
$84.34 - $95.14 $20.2K - $22.7K
8.64K $754K
BCS
Barclays PLC

Financial Services
321
+ 2.16%
$11.65 - $13.67 $3.74K - $4.39K
15.2K $202K
AZN
Astrazeneca PLC

Healthcare
1.14K
+ 24.23%
$63.2 - $79.58 $71.9K - $90.5K
5.83K $381K
VRT
Vertiv Holdings CO

Industrials
152
+ 6.53%
N/A
2.48K $214K
PANW
Palo Alto Networks Inc

Technology
959
+ 92.39%
$181.96 - $405.9 $174K - $389K
2K $363K
VBR
Vanguard Small Cap Value ETF

ETFs
94
+ 2.34%
$197.36 - $217.3 $18.6K - $20.4K
4.11K $814K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
249
+ 3.56%
$89.9 - $100.66 $22.4K - $25.1K
7.25K $654K
PG
Procter & Gamble CO

Consumer Defensive
384
+ 3.41%
$161.05 - $179.7 $61.8K - $69K
11.7K $1.95M
Ishares Tr
1.32K
+ 3.3%
N/A
41.3K $0
Linde PLC
22
+ 1.32%
N/A
1.69K $0
Ishares Tr
14.9K
New
N/A
14.9K $0
Ishares Tr
41.4K
New
N/A
41.4K $0
MRK
Merck & Co., Inc.

Healthcare
845
+ 12.5%
$96.31 - $114.76 $81.4K - $97K
7.6K $756K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
520
+ 2.57%
$9.25 - $10.62 $4.81K - $5.52K
20.8K $201K
QCOM
Qualcomm Inc

Technology
215
+ 6.59%
$150.4 - $178.04 $32.3K - $38.3K
3.48K $533K
ETR
Entergy Corp

Utilities
1.04K
+ 52.99%
$73.19 - $156.4 $76.4K - $163K
3.01K $228K
MEG
Montrose Environmental Group, Inc.

Industrials
1.15K
+ 12.84%
$15.62 - $27.65 $18K - $31.8K
10.1K $187K
CAT
Caterpillar Inc

Industrials
212
+ 4.7%
$360.37 - $416.88 $76.4K - $88.4K
4.72K $1.71M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
32.2K
+ 9.52%
$34.13 - $37.35 $1.1M - $1.2M
371K $12.7M
DHR
Danaher Corp

Healthcare
69
+ 4.16%
$226.16 - $274.52 $15.6K - $18.9K
1.73K $396K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.22K
+ 4.14%
$96.64 - $101.23 $795K - $832K
207K $20.1M
TSCO
Tractor Supply CO

Consumer Cyclical
4.61K
+ 330.68%
$52.59 - $303.74 $243K - $1.4M
6.01K $318K
KO
Coca Cola CO

Consumer Defensive
591
+ 3.93%
$61.74 - $71.71 $36.5K - $42.4K
15.6K $972K
IBDV
Ishares Tr

Technology
750
+ 0.48%
$21.24 - $22.15 $15.9K - $16.6K
156K $3.33M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.21K
+ 0.59%
$51.09 - $55.27 $62K - $67.1K
209K $10.7M
Activity Summary
Buys All Purchases 90 New Holdings 18 Increased Positions 72 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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