9258 Wealth Management, LLC Purchases in Q3 2024

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
1
+ 0.15%
$598.55 - $722.26 $599 - $722
660 $468K
WCN
Waste Connections, Inc.

Industrials
109
+ 8.32%
$173.92 - $186.5 $19K - $20.3K
1.42K $253K
WM
Waste Management Inc

Industrials
195
+ 6.35%
$196.96 - $223.45 $38.4K - $43.6K
3.27K $678K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
37
+ 0.08%
$18.63 - $20.45 $689 - $757
47.4K $963K
RSG
Republic Services, Inc.

Industrials
69
+ 5.8%
$189.34 - $208.21 $13.1K - $14.4K
1.26K $252K
MLM
Martin Marietta Materials Inc

Basic Materials
39
+ 8.88%
$502.48 - $593.35 $19.6K - $23.1K
478 $257K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
57
+ 0.13%
$8.72 - $9.6 $497 - $547
42.9K $411K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
55
+ 0.3%
$10.32 - $11.27 $568 - $620
18.6K $209K
SYF
Synchrony Financial

Financial Services
6
+ 0.14%
$43.77 - $52.22 $263 - $313
4.41K $220K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
65
+ 0.55%
$13.63 - $14.85 $886 - $965
11.8K $175K
TTE
Total Energies Se

Energy
12
+ 0.28%
$68.61 - $68.61 $823 - $823
4.25K $291K
TXN
Texas Instruments Inc

Technology
42
+ 1.66%
$194.6 - $194.6 $8.17K - $8.17K
2.57K $500K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
94
+ 0.75%
$14.69 - $15.42 $1.38K - $1.45K
12.6K $192K
BAC
Bank Of America Corp

Financial Services
318
+ 0.49%
$36.65 - $44.13 $11.7K - $14K
65.8K $2.61M
ADI
Analog Devices Inc

Technology
4
+ 0.18%
$200.56 - $243.33 $802 - $973
2.27K $521K
IEMG
Ishares Inc

ETFs
30
+ 0.64%
$53.64 - $53.64 $1.61K - $1.61K
4.72K $253K
Advent Conv & Income Fd Rt Exp 101724
59.5K
New
N/A
59.5K $0
Schwab Charles Family Fd Amt Tax Free Mny
47K
+ 1.25%
N/A
3.79M $0
Bgc Partners Inc Class A
9
+ 0.07%
N/A
12.8K $0
Black Rock Inc
1.66K
New
N/A
1.66K $0
Etfmg Prime Cyber Security ETF
16K
New
N/A
16K $0
Ge Health Care Technologies Inc Common Stock
2.36K
New
N/A
2.36K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
35
+ 0.4%
$44.66 - $49.15 $1.56K - $1.72K
8.89K $418K
ROK
Rockwell Automation, Inc

Industrials
11
+ 0.73%
$248.27 - $294.37 $2.73K - $3.24K
1.51K $406K
DIS
Walt Disney CO

Communication Services
168
+ 2.16%
$85.6 - $98.61 $14.4K - $16.6K
7.95K $764K
HON
Honeywell International Inc

Industrials
79
+ 2.2%
$196.73 - $220.21 $15.5K - $17.4K
3.67K $759K
FDX
Fedex Corp

Industrials
1
+ 0.12%
$254.64 - $313.52 $255 - $314
846 $231K
HUM
Humana Inc

Healthcare
1
+ 0.15%
$310.25 - $404.52 $310 - $405
652 $206K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.04%
$51.58 - $60.97 $258 - $305
12.8K $725K
FANG
Diamondback Energy, Inc.

Energy
64
+ 2.85%
$168.46 - $210.94 $10.8K - $13.5K
2.31K $398K
SNPS
Synopsys Inc

Technology
282
+ 9.8%
$463.97 - $621.3 $131K - $175K
3.16K $1.6M
F
Ford Motor CO

Consumer Cyclical
2.72K
+ 3.81%
$9.71 - $14.55 $26.4K - $39.5K
74.1K $782K
CVX
Chevron Corp

Energy
94
+ 0.66%
$137.88 - $161.97 $13K - $15.2K
14.4K $2.12M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.13%
$149.54 - $192.66 $1.5K - $1.93K
7.85K $1.31M
QCOM
Qualcomm Inc

Technology
210
+ 2.17%
$156.12 - $209.64 $32.8K - $44K
9.9K $1.68M
MSFT
Microsoft Corp

Technology
628
+ 1.4%
$395.15 - $467.56 $248K - $294K
45.6K $19.6M
NVDA
Nvidia Corp

Technology
2.5K
+ 0.6%
$98.91 - $134.91 $247K - $337K
422K $51.2M
MU
Micron Technology Inc

Technology
1.42K
+ 3.83%
$86.27 - $136.82 $122K - $194K
38.5K $3.99M
Activity Summary
Buys All Purchases 139 New Holdings 21 Increased Positions 118 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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