Comprehensive Money Management Services LLC New Holdings in Q4 2024

Comprehensive Money Management Services LLC

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PICK
Ishares Inc Msci Global Select

ETFs
22.1K
New
$34.86 - $43.59 $769K - $962K
22.1K $772M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
42.2K
New
$17.93 - $18.8 $757K - $794K
42.2K $770M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
41.2K
New
$18.41 - $18.97 $759K - $782K
41.2K $762M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
35.3K
New
$20.55 - $23.26 $726K - $821K
35.3K $744M
VNQ
Vanguard Specialized Funds Van

ETFs
8.35K
New
$87.85 - $98.6 $733K - $823K
8.35K $744M
RVT
Royce Value Trust, Inc.

Financial Services
46.8K
New
$15.15 - $16.9 $709K - $791K
46.8K $740M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.1K
New
$44.33 - $49.55 $714K - $798K
16.1K $724M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.21K
New
$567.81 - $607.81 $688K - $737K
1.21K $710M
NEM
Newmont Corp

Basic Materials
19.1K
New
$37.0 - $58.68 $706K - $1.12M
19.1K $710M
GOLD
Barrick Gold Corp

Basic Materials
43.4K
New
$15.23 - $21.19 $661K - $920K
43.4K $673M
RYN
Rayonier Inc

Real Estate
25.7K
New
$25.89 - $32.34 $665K - $831K
25.7K $670M
AMZN
Amazon Com Inc

Consumer Cyclical
3.04K
New
$180.88 - $232.93 $550K - $708K
3.04K $667M
FIW
First Trust Water ETF

ETFs
6.51K
New
$102.02 - $110.91 $664K - $722K
6.51K $664M
XYLD
Global X Fds S&P 500 Covered C

ETFs
15.8K
New
$40.86 - $43.42 $645K - $686K
15.8K $662M
RING
Ishares Inc Msci Global Gold M

ETFs
23.1K
New
$27.93 - $36.45 $646K - $843K
23.1K $650M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
27.9K
New
$23.11 - $25.17 $644K - $701K
27.9K $644M
IEMG
Ishares Inc

ETFs
12.2K
New
N/A
12.2K $639M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8.1K
New
$76.21 - $82.24 $617K - $666K
8.1K $631M
TILT
Flexshares Tr

ETFs
2.86K
New
$210.31 - $227.39 $601K - $650K
2.86K $617M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
62.7K
New
$9.57 - $10.31 $600K - $647K
62.7K $604M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
9.23K
New
$64.85 - $73.04 $599K - $674K
9.23K $603M
ICLN
Ishares

ETFs
52K
New
$11.35 - $14.51 $590K - $754K
52K $591M
VO
Vanguard Mid Cap ETF

ETFs
2.23K
New
$261.5 - $284.63 $582K - $633K
2.23K $588M
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.84K
New
$83.09 - $89.28 $568K - $610K
6.84K $581M
GNR
Spdr S&P Global Natural Resour

ETFs
11.4K
New
$48.67 - $58.43 $556K - $667K
11.4K $568M
VBR
Vanguard Small Cap Value ETF

ETFs
2.87K
New
$197.36 - $217.3 $566K - $623K
2.87K $568M
BXSL
Blackstone Secured Lending Fund

Financial Services
17.3K
New
$29.25 - $33.27 $507K - $577K
17.3K $560M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
19.8K
New
$28.08 - $34.19 $555K - $675K
19.8K $555M
MWA
Mueller Water Products, Inc.

Industrials
24.6K
New
$21.37 - $25.97 $525K - $638K
24.6K $552M
IGF
Ishares Global Infrastructure

ETFs
10.5K
New
$51.2 - $55.7 $537K - $585K
10.5K $549M
COMB
Graniteshares ETF Tr Bloomber

ETFs
27.1K
New
$19.74 - $20.97 $536K - $569K
27.1K $541M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
15.7K
New
$34.04 - $35.66 $534K - $560K
15.7K $540M
WELL
Welltower Inc.

Real Estate
4.28K
New
$123.11 - $139.3 $526K - $596K
4.28K $539M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.3K
New
$26.93 - $84.95 $519K - $1.64M
19.3K $526M
SIVR
Abrdn Silver ETF Trust

ETFs
19K
New
$27.61 - $33.22 $524K - $631K
19K $523M
XT
Ishares Tr Exponential Technol

ETFs
8.64K
New
$58.7 - $62.72 $507K - $542K
8.64K $516M
VB
Vanguard Small Cap ETF

ETFs
2.1K
New
$233.76 - $261.58 $491K - $549K
2.1K $504M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10K
New
$50.37 - $50.6 $504K - $506K
10K $504M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
93.5K
New
$5.23 - $5.8 $489K - $543K
93.5K $497M
FPI
Farmland Partners Inc.

Real Estate
42.2K
New
$10.17 - $12.76 $429K - $539K
42.2K $496M
MAA
Mid America Apartment Communities Inc.

Real Estate
3.11K
New
$149.17 - $165.2 $464K - $513K
3.11K $480M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
32.9K
New
$14.04 - $14.76 $462K - $486K
32.9K $472M
FLRN
Spdr Bloomberg Investment Grad

ETFs
15.4K
New
$30.67 - $30.84 $471K - $473K
15.4K $472M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.51K
New
$55.45 - $61.08 $472K - $519K
8.51K $472M
AGRO
Adecoagro S.A.

Consumer Defensive
49.2K
New
$9.34 - $11.77 $459K - $579K
49.2K $464M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
11.9K
New
$36.01 - $38.42 $429K - $458K
11.9K $430M
ENB
Enbridge Inc

Energy
10K
New
$40.4 - $43.92 $405K - $440K
10K $425M
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
54.2K
New
$7.31 - $8.06 $396K - $437K
54.2K $417M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.65K
New
$114.08 - $125.68 $416K - $458K
3.65K $417M
Activity Summary
Buys All Purchases 178 New Holdings 178 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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