Concentrum Wealth Management New Holdings in Q3 2024

Concentrum Wealth Management

  • $257 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
268
New
$801.83 - $917.05 $215K - $246K
268 $238M
XLU
Utilities Sector Spdr

ETFs
2.89K
New
$67.67 - $80.78 $196K - $234K
2.89K $234M
SPGI
S&P Global Inc.

Financial Services
416
New
$446.32 - $527.38 $186K - $219K
416 $215M
DIS
Walt Disney CO

Communication Services
2.11K
New
$85.6 - $98.61 $181K - $208K
2.11K $203M
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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