Capital A Wealth Management, LLC Purchases in Q4 2024

Capital A Wealth Management, LLC

  • $60.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NGG
National Grid PLC

Utilities
282
New
$57.68 - $70.03 $16.3K - $19.7K
282 $16.8M
VTWO
Vanguard Russell 2000 ETF

ETFs
186
New
$87.42 - $98.06 $16.3K - $18.2K
186 $16.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
130
New
$116.4 - $138.52 $15.1K - $18K
130 $16.5M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
493
New
$33.07 - $35.18 $16.3K - $17.3K
493 $16.5M
Listed Fd Tr
476
New
N/A
476 $16.3M
NOVZ
Listed Fds Tr Trueshares Struc
405
New
N/A
405 $16.3M
MARZ
Listed Fds Tr Trueshares Struc

ETFs
517
New
$31.35 - $33.73 $16.2K - $17.4K
517 $16.2M
JANZ
Listed Fds Tr Trueshares Struc

ETFs
471
New
$34.36 - $36.31 $16.2K - $17.1K
471 $16.2M
WYNN
Wynn Resorts LTD

Consumer Cyclical
186
New
$84.3 - $106.41 $15.7K - $19.8K
186 $16.1M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
209
New
$74.71 - $79.24 $15.6K - $16.6K
209 $16.1M
JULZ
Listed Fds Tr Trueshares Struc

Technology
384
New
N/A
384 $16M
BUCK
Simplify Exchange Traded Fds S
651
New
N/A
651 $16M
Listed Fd Tr
403
New
N/A
403 $15.8M
PDD
Pinduoduo Inc.

Consumer Cyclical
161
New
$94.39 - $154.27 $15.2K - $24.8K
161 $15.6M
BK
Bank Of New York Mellon Corp

Financial Services
202
New
$70.82 - $81.87 $14.3K - $16.5K
202 $15.5M
Pimco ETF Tr
613
New
N/A
613 $15.5M
Lam Research Corp
209
New
N/A
209 $15.1M
CSCO
Cisco Systems, Inc.

Technology
254
New
$52.45 - $60.02 $13.3K - $15.2K
254 $15M
PFC
Premier Financial Corp

Financial Services
582
New
$22.57 - $28.85 $13.1K - $16.8K
582 $14.9M
Ge Vernova Inc
45
New
N/A
45 $14.8M
CGCP
Capital Group Core Plus Income

ETFs
664
New
$22.13 - $23.17 $14.7K - $15.4K
664 $14.7M
FN
Fabrinet

Technology
67
New
$214.76 - $271.08 $14.4K - $18.2K
67 $14.7M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
435
New
$33.39 - $37.66 $14.5K - $16.4K
435 $14.5M
TM
Toyota Motor Corp

Consumer Cyclical
74
New
$169.2 - $199.52 $12.5K - $14.8K
74 $14.4M
Blackrock Inc
14
New
N/A
14 $14.4M
SWKS
Skyworks Solutions, Inc.

Technology
160
New
$83.18 - $99.15 $13.3K - $15.9K
160 $14.2M
FLEH
Franklin Templeton ETF Tr

ETFs
583
New
N/A
583 $14M
AAL
American Airlines Group Inc.

Industrials
794
New
N/A
794 $13.8M
NEE
Nextera Energy Inc

Utilities
192
New
$69.77 - $85.43 $13.4K - $16.4K
192 $13.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
226
New
$59.25 - $72.99 $13.4K - $16.5K
226 $13.5M
LOGI
Logitech International S.A.

Technology
161
New
$77.08 - $91.82 $12.4K - $14.8K
161 $13.3M
ICLR
Icon PLC

Healthcare
62
New
$187.22 - $297.57 $11.6K - $18.4K
62 $13M
URA
Global X Uranium ETF

ETFs
476
New
$26.78 - $33.46 $12.7K - $15.9K
476 $12.8M
LMT
Lockheed Martin Corp

Industrials
26
New
$479.66 - $614.62 $12.5K - $16K
26 $12.6M
HUBS
Hubspot Inc

Technology
18
New
$514.07 - $757.4 $9.25K - $13.6K
18 $12.5M
NFLX
Netflix Inc

Communication Services
14
New
$687.65 - $936.56 $9.63K - $13.1K
14 $12.5M
JHG
Janus Henderson Group PLC

Financial Services
293
New
$37.65 - $45.66 $11K - $13.4K
293 $12.5M
WM
Waste Management Inc

Industrials
61
New
$201.79 - $228.46 $12.3K - $13.9K
61 $12.3M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
483
New
$25.26 - $26.59 $12.2K - $12.8K
483 $12.2M
DAL
Delta Air Lines, Inc.

Industrials
200
New
$47.46 - $65.77 $9.49K - $13.2K
200 $12.1M
BIDU
Baidu, Inc.

Communication Services
142
New
$80.33 - $115.13 $11.4K - $16.3K
142 $12M
GTES
Gates Industrial Corp PLC

Industrials
576
New
$17.3 - $22.93 $9.96K - $13.2K
576 $11.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
139
New
$82.28 - $117.52 $11.4K - $16.3K
139 $11.8M
U
Unity Software Inc.

Technology
500
New
$17.34 - $27.72 $8.67K - $13.9K
500 $11.2M
Grayscale Ethereum Trust ETF
400
New
N/A
400 $11.2M
DGRO
Ishares Core Dividend Growth E

ETFs
181
New
$60.73 - $64.94 $11K - $11.8K
181 $11.1M
BSX
Boston Scientific Corp

Healthcare
124
New
$83.62 - $91.5 $10.4K - $11.3K
124 $11.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
26
New
$417.69 - $450.94 $10.9K - $11.7K
26 $11.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
143
New
$77.02 - $78.58 $11K - $11.2K
143 $11.1M
Activity Summary
Buys All Purchases 846 New Holdings 846 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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