Defined Wealth Management, LLC Sells in Q3 2024

Defined Wealth Management, LLC

  • $148 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
-700
- 36.98%
$233.14 - $263.97 $163K - $185K
1.19K $312K
INTC
Intel Corp

Technology
-2
- 0.01%
$18.9 - $34.87 $37.8 - $69.7
16.4K $384K
UPS
United Parcel Service Inc

Industrials
-492
- 14.41%
$123.32 - $147.38 $60.7K - $72.5K
2.92K $398K
CHTR
Charter Communications, Inc.

Communication Services
-215
- 20.98%
$290.56 - $383.07 $62.5K - $82.4K
810 $262K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-107
- 0.73%
$85.84 - $85.84 $9.18K - $9.18K
14.6K $1.25M
IXN
Ishares Global Information Tec

ETFs
-103
- 0.28%
$73.0 - $87.81 $7.52K - $9.04K
36.1K $2.98M
VIG
Vanguard Dividend Appreciation

ETFs
-40
- 0.39%
$182.15 - $182.15 $7.29K - $7.29K
10.3K $1.87M
BAC
Bank Of America Corp

Financial Services
-106
- 0.74%
$36.65 - $44.13 $3.88K - $4.68K
14.2K $564K
CVS
Cvs Health Corp

Healthcare
-49
- 1.43%
$55.81 - $63.18 $2.73K - $3.1K
3.39K $212K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-30
- 0.43%
$57.32 - $62.65 $1.72K - $1.88K
7.01K $436K
FDN
First Tr Fd Dow Jones

ETFs
-48
- 0.81%
$183.68 - $212.48 $8.82K - $10.2K
5.84K $1.24M
ABBV
Abb Vie Inc.

Healthcare
-30
- 1.91%
$163.84 - $199.33 $4.92K - $5.98K
1.54K $304K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-10
- 0.04%
$63.74 - $73.47 $637 - $735
22.3K $1.6M
CMCSA
Comcast Corp

Communication Services
-77
- 0.34%
$37.33 - $41.78 $2.87K - $3.22K
22.4K $933K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12
- 0.15%
$434.77 - $502.96 $5.22K - $6.04K
7.95K $3.88M
VB
Vanguard Small Cap ETF

ETFs
-17
- 0.31%
$214.77 - $237.72 $3.65K - $4.04K
5.53K $1.31M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-17
- 0.05%
$36.02 - $41.68 $612 - $709
31.4K $1.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-175
- 0.4%
$41.02 - $46.01 $7.18K - $8.05K
43K $1.96M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-193
- 0.51%
$75.32 - $84.37 $14.5K - $16.3K
37.5K $3.14M
IDEV
Ishares Core Msci Intl Develop

ETFs
-179
- 0.45%
$63.46 - $71.43 $11.4K - $12.8K
39.2K $2.78M
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.03%
$488.01 - $604.18 $488 - $604
3.33K $1.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 0.14%
$517.38 - $573.86 $7.24K - $8.03K
9.8K $5.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-59
- 0.23%
$162.83 - $179.16 $9.61K - $10.6K
25.1K $4.5M
Activity Summary
Buys All Purchases 80 New Holdings 5 Increased Positions 75 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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