Element Wealth, LLC Purchases in Q3 2024

Element Wealth, LLC

  • $187 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
405
+ 2.55%
$50.52 - $50.95 $20.5K - $20.6K
16.3K $829K
HYG
Ishares Tr

ETFs
240
New
$76.72 - $80.36 $18.4K - $19.3K
240 $19K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
231
+ 1.35%
$74.82 - $74.82 $17.3K - $17.3K
17.3K $1.3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
510
+ 7.99%
$21.7 - $22.6 $11.1K - $11.5K
6.89K $155K
HON
Honeywell International Inc

Industrials
119
+ 8.49%
$196.73 - $220.21 $23.4K - $26.2K
1.52K $314K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
240
+ 190.48%
$56.04 - $62.99 $13.4K - $15.1K
366 $22K
IVW
Ishares S&P 500 Growth ETF

ETFs
137
+ 31.14%
$84.77 - $97.13 $11.6K - $13.3K
577 $55K
EMB
Ishares Tr

ETFs
99
+ 10.39%
$87.75 - $93.74 $8.69K - $9.28K
1.05K $98K
QUAL
Ishares Msci Usa Quality Facto

ETFs
33
+ 4.38%
$162.64 - $179.3 $5.37K - $5.92K
787 $141K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
107
+ 2.94%
$44.83 - $47.42 $4.8K - $5.07K
3.75K $176K
KRE
Spdr S&P Regional Banking ETF

ETFs
2
+ 0.17%
$47.94 - $59.23 $95.9 - $118
1.17K $66K
FDRR
Fidelity Covington Tr Divid Et

ETFs
1
+ 0.04%
$46.51 - $51.5 $46.5 - $51.5
2.6K $133K
LQD
Ishares Iboxx $ Investment Gra

ETFs
47
+ 7.97%
$106.11 - $113.72 $4.99K - $5.34K
637 $71K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
8
+ 0.55%
$46.17 - $51.13 $369 - $409
1.45K $74K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
95
New
$60.25 - $66.85 $5.72K - $6.35K
95 $6K
EFG
Msci Eafe Growth ETF

ETFs
42
+ 11.54%
$96.84 - $108.77 $4.07K - $4.57K
406 $43K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
17
+ 4.03%
$116.79 - $133.54 $1.99K - $2.27K
439 $57K
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.93%
$179.99 - $201.6 $360 - $403
216 $43K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.19%
$83.76 - $91.82 $83.8 - $91.8
525 $47K
XLE
Energy Sector Spdr

ETFs
50
+ 30.49%
$84.35 - $93.39 $4.22K - $4.67K
214 $18K
TLT
Ishares Barclays 20+ Year Trea

ETFs
28
+ 12.79%
$89.91 - $101.33 $2.52K - $2.84K
247 $24K
MBB
Ishares Tr

ETFs
12
+ 2.34%
$90.85 - $96.66 $1.09K - $1.16K
525 $50K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
25
+ 2.31%
$21.9 - $24.73 $548 - $618
1.11K $26K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2
+ 0.33%
$92.1 - $95.52 $184 - $191
614 $58K
PFF
Ishares Trust Ishares Pfd And

ETFs
6
+ 0.9%
$31.18 - $33.5 $187 - $201
671 $22K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 17.81%
$59.93 - $66.52 $779 - $865
86 $5K
HEFA
Ishares Currency Hedged Msci E

ETFs
43
New
$32.34 - $35.85 $1.39K - $1.54K
43 $1K
SCMB
Schwab Strategic Tr Mun Bd ETF
1.44K
+ 64.06%
N/A
3.68K $0
Pimco ETF Tr
2.9K
New
N/A
2.9K $0
Amplify ETF Tr
51
New
N/A
51 $0
Pimco ETF Tr
250
+ 48.08%
N/A
770 $0
JPRE
J P Morgan Exchange Traded Fd

ETFs
13
New
$43.9 - $51.94 $571 - $675
13 $0
EVF
Eaton Vance Senior Income Trust

Financial Services
182
+ 1.39%
$6.01 - $6.49 $1.09K - $1.18K
13.3K $81K
GOOGL
Alphabet Inc.

Communication Services
76
+ 3.72%
$148.65 - $191.18 $11.3K - $14.5K
2.12K $351K
CVX
Chevron Corp

Energy
210
+ 2.83%
$137.88 - $161.97 $29K - $34K
7.62K $1.12M
VLO
Valero Energy Corp

Energy
12
+ 0.39%
$132.81 - $163.48 $1.59K - $1.96K
3.06K $413K
Activity Summary
Buys All Purchases 87 New Holdings 16 Increased Positions 71 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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