Williams & Novak, LLC New Holdings in Q3 2024

Williams & Novak, LLC

  • $107 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
63.3K
New
N/A
63.3K $2.03B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
16.3K
New
$38.51 - $41.69 $627K - $679K
16.3K $679M
IBP
Installed Building Products, Inc.

Consumer Cyclical
2.36K
New
$198.8 - $270.35 $468K - $637K
2.36K $580M
WWD
Woodward, Inc.

Industrials
1.96K
New
$151.73 - $187.23 $298K - $367K
1.96K $336M
FDX
Fedex Corp

Industrials
867
New
$254.64 - $313.52 $221K - $272K
867 $237M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.79K
New
$74.82 - $74.82 $209K - $209K
2.79K $225M
TRGP
Targa Resources Corp.

Energy
1.5K
New
$127.86 - $156.46 $192K - $235K
1.5K $222M
VNLA
Janus Henderson Short Duration

ETFs
4.33K
New
$48.34 - $49.08 $209K - $213K
4.33K $212M
CAG
Conagra Brands Inc.

Consumer Defensive
6.49K
New
$28.13 - $32.83 $183K - $213K
6.49K $211M
INFU
Infu System Holdings, Inc

Healthcare
10.4K
New
$5.8 - $6.95 $60.3K - $72.2K
10.4K $69.6M
Activity Summary
Buys All Purchases 41 New Holdings 11 Increased Positions 30 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Williams & Novak, LLC Portfolio

Follow Williams & Novak, 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 Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email