Cm Wealth Advisors LLC New Holdings in Q2 2024

Cm Wealth Advisors LLC

  • $210 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
2.29K
New
$164.43 - $190.9 $376K - $436K
2.29K $395K
INTC
Intel Corp

Technology
11.1K
New
$29.85 - $44.52 $330K - $492K
11.1K $342K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.18K
New
$218.75 - $234.97 $257K - $277K
1.18K $270K
ORCL
Oracle Corp

Technology
1.5K
New
$113.75 - $144.64 $170K - $216K
1.5K $211K
NWL
Newell Brands Inc.

Consumer Defensive
27.4K
New
$6.28 - $8.71 $172K - $239K
27.4K $175K
Activity Summary
Buys All Purchases 17 New Holdings 5 Increased Positions 12 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email