Worth Financial Advisory Group, LLC Purchases and Sells in Q3 2024

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024

Top Buys

Incresed Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
13.1K
+ 50.08%
$207.23 - $234.82 $2.71M - $3.07M
39.2K $9.14B
3.5K
+ 6.53%
$65.4 - $72.79 $229K - $254K
57K $4.14B
5.22K
+ 4.59%
$44.83 - $47.42 $234K - $248K
119K $5.61B
248
+ 4.12%
$517.38 - $573.86 $128K - $142K
6.27K $3.6B
406
+ 0.97%
$77.02 - $85.06 $31.3K - $34.5K
42.3K $3.57B
232
+ 6.6%
$333.64 - $405.2 $77.4K - $94K
3.75K $1.52B
View all

New Holdings

23 operations
Stock Shares change Price Range Shares Held Trade History
34.2K
New
N/A
34.2K $1.09B
710
New
$772.14 - $960.02 $548K - $682K
710 $629M
7.61K
New
$55.83 - $66.22 $425K - $504K
7.61K $480M
9.19K
New
$45.52 - $52.02 $418K - $478K
9.19K $466M
13.5K
New
$31.92 - $33.91 $431K - $458K
13.5K $458M
INNOVATOR ETFS TRUST
14.4K
New
N/A
14.4K $418M
View all

Top Sells

Reduced Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
-34.9K
- 42.92%
$32.83 - $34.88 $1.15M - $1.22M
46.5K $1.62B
-5.41K
- 46.13%
$55.81 - $63.18 $302K - $342K
6.32K $397M
-302
- 6.0%
$174.88 - $254.97 $52.8K - $77K
4.73K $957M
-8K
- 32.54%
$28.28 - $30.21 $226K - $242K
16.6K $501M
-88
- 0.76%
$149.54 - $192.66 $13.2K - $17K
11.4K $1.91B
INNOVATOR ETFS TRUST
-3.23K
- 16.78%
N/A
16K $442M
View all
Activity Summary
Buys All Purchases 106 New Holdings 23 Increased Positions 83 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Worth Financial Advisory Group, LLC Portfolio

Follow Worth Financial Advisory Group, 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 Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email