Entruity Wealth, LLC New Holdings in Q4 2024

Entruity Wealth, LLC

  • $101 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
374K
New
$35.16 - $37.12 $13.1M - $13.9M
374K $13.2B
CGUS
Capital Group Core Equity ETF
290K
New
$33.96 - $36.24 $9.85M - $10.5M
290K $10.1B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
121K
New
$48.48 - $49.47 $5.89M - $6.01M
121K $5.91B
CGSD
Capital Grp Core Plus Income E
224K
New
N/A
224K $5.74B
CGGO
Capital Group Global Growth Eq

ETFs
180K
New
$29.21 - $30.67 $5.26M - $5.52M
180K $5.26B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
204K
New
$24.55 - $25.16 $5M - $5.12M
204K $5.02B
CGCP
Capital Group Core Plus Income

ETFs
195K
New
$22.13 - $23.17 $4.32M - $4.52M
195K $4.33B
PSLV
Sprott Physical Silver Trust

Financial Services
442K
New
$9.65 - $11.76 $4.26M - $5.2M
442K $4.26B
CGMS
Capital Grp Core Plus Income E
154K
New
N/A
154K $4.19B
FID
First Tr Exchange Trded Fd Vi

ETFs
220K
New
$16.06 - $17.64 $3.53M - $3.88M
220K $3.58B
AAPL
Apple Inc.

Technology
13K
New
$221.69 - $259.02 $2.89M - $3.38M
13K $3.27B
PHYS
Sprott Physical Gold Trust

Financial Services
157K
New
$19.66 - $21.66 $3.09M - $3.41M
157K $3.17B
CGXU
Capital Group Intl Focus Equit

ETFs
124K
New
$24.67 - $26.94 $3.06M - $3.35M
124K $3.06B
Capital Group Dividend Growe
83.8K
New
N/A
83.8K $2.48B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
68.6K
New
$35.45 - $40.33 $2.43M - $2.77M
68.6K $2.46B
MMCA
Indexiq Active ETF Tr Iq Macka

ETFs
110K
New
$21.28 - $21.83 $2.34M - $2.4M
110K $2.35B
XOM
Exxon Mobil Corp

Energy
18.6K
New
$105.51 - $125.37 $1.96M - $2.33M
18.6K $2B
CVX
Chevron Corp

Energy
9.59K
New
$141.15 - $162.53 $1.35M - $1.56M
9.59K $1.39B
CGMU
Capital Group Core Plus Income
48.4K
New
N/A
48.4K $1.3B
FNDC
Schwab Fundamental Intl Small

ETFs
37.7K
New
$33.92 - $38.03 $1.28M - $1.43M
37.7K $1.29B
DD
Du Pont De Nemours, Inc.

Basic Materials
16.6K
New
$75.95 - $88.05 $1.26M - $1.46M
16.6K $1.26B
FDL
First Tr Morningstar Dividend

ETFs
28.2K
New
$39.59 - $43.95 $1.12M - $1.24M
28.2K $1.13B
FCAL
First Tr Iii Calif Mun High In

ETFs
21.6K
New
$49.2 - $50.51 $1.06M - $1.09M
21.6K $1.07B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
19.2K
New
$50.37 - $50.6 $969K - $973K
19.2K $969M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
10.3K
New
$91.29 - $91.8 $943K - $948K
10.3K $944M
CTVA
Corteva, Inc.

Basic Materials
16.6K
New
$55.21 - $64.13 $914K - $1.06M
16.6K $943M
WFC
Wells Fargo & Company

Financial Services
13.3K
New
$54.98 - $77.35 $730K - $1.03M
13.3K $932M
MSFT
Microsoft Corp

Technology
2.13K
New
$406.35 - $454.46 $866K - $969K
2.13K $899M
Capital Grp Fixed Incm ETF T
33.2K
New
N/A
33.2K $833M
DOW
Dow Inc.

Basic Materials
16.6K
New
$39.1 - $55.34 $648K - $917K
16.6K $665M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
12.5K
New
$42.84 - $45.38 $537K - $568K
12.5K $538M
AMP
Ameriprise Financial Inc

Financial Services
960
New
$473.15 - $574.01 $454K - $551K
960 $511M
PG
Procter & Gamble CO

Consumer Defensive
2.1K
New
$161.05 - $179.7 $338K - $377K
2.1K $352M
JPM
Jpmorgan Chase & CO

Financial Services
1.37K
New
$205.18 - $250.29 $281K - $343K
1.37K $328M
UNP
Union Pacific Corp

Industrials
1.18K
New
$223.15 - $249.32 $264K - $294K
1.18K $269M
GLDM
World Gold Trust

ETFs
4.83K
New
$50.76 - $55.23 $245K - $267K
4.83K $251M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
23.1K
New
$9.7 - $10.62 $224K - $246K
23.1K $227M
MS
Morgan Stanley

Financial Services
1.8K
New
$104.42 - $134.99 $188K - $243K
1.8K $226M
CRPT
First Tr ETF Fd Viii Skybridge
12.5K
New
$11.77 - $22.57 $147K - $281K
12.5K $208M
SLVP
Ishares Msci Global Silver And

ETFs
17.9K
New
$11.44 - $15.55 $205K - $279K
17.9K $207M
AG
First Majestic Silver Corp

Basic Materials
25.7K
New
$5.39 - $7.94 $139K - $204K
25.7K $141M
Activity Summary
Buys All Purchases 42 New Holdings 42 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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