Endowment Wealth Management, Inc. Purchases in Q3 2024

Endowment Wealth Management, Inc.

  • $137 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
10
+ 0.01%
$24.09 - $37.95 $241 - $380
154K $5.73M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.85K
New
$114.73 - $120.23 $1.02M - $1.06M
8.85K $1.06M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
17.2K
+ 63.36%
$40.48 - $45.39 $695K - $779K
44.3K $1.95M
VTI
Vanguard Total Stock Market Et

ETFs
1.49K
+ 6.8%
$255.18 - $283.2 $381K - $423K
23.5K $6.64M
IEMG
Ishares Inc

ETFs
11.8K
+ 17.61%
$53.64 - $53.64 $632K - $632K
78.7K $4.22M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.07K
+ 16.57%
$87.56 - $95.49 $356K - $388K
28.6K $2.73M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.7K
+ 10.69%
$116.79 - $133.54 $315K - $360K
27.9K $3.69M
INDA
Ishares Msci India Index Fund

ETFs
5.89K
+ 29.19%
$54.86 - $59.22 $323K - $349K
26.1K $1.53M
QAI
Iq Hedge Multi Strategy Compos

ETFs
5.17K
+ 2.57%
$30.5 - $32.13 $158K - $166K
206K $6.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.45K
+ 3.08%
$75.32 - $84.37 $109K - $122K
48.6K $4.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
102
+ 0.2%
$113.41 - $125.62 $11.6K - $12.8K
50K $6.28M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.95K
+ 5.55%
$46.96 - $52.8 $138K - $156K
56K $2.93M
XLK
Technology Sector Spdr

ETFs
1.41K
New
$197.34 - $237.68 $279K - $336K
1.41K $318K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.91K
New
$72.18 - $107.33 $210K - $313K
2.91K $309K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.64K
+ 13.11%
$53.41 - $57.9 $194K - $211K
31.4K $1.82M
DGRO
Ishares Core Dividend Growth E

ETFs
2.49K
+ 9.17%
$57.47 - $62.76 $143K - $157K
29.7K $1.86M
VT
Vanguard Total World Stk Index

ETFs
697
+ 2.5%
$107.72 - $119.96 $75.1K - $83.6K
28.6K $3.42M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
766
+ 2.24%
$60.13 - $68.17 $46.1K - $52.2K
35K $2.37M
IWC
Russell Micro Cap ETF

ETFs
1.53K
+ 22.04%
$112.21 - $129.46 $172K - $199K
8.5K $1.05M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.33K
New
$42.22 - $48.62 $225K - $259K
5.33K $247K
PLXS
Plexus Corp

Technology
1.75K
New
$102.17 - $136.71 $178K - $239K
1.75K $238K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
1.57K
+ 4.36%
$22.46 - $28.59 $35.3K - $45K
37.7K $1.08M
VUG
Vanguard Growth ETF

ETFs
494
+ 16.35%
$341.08 - $391.94 $168K - $194K
3.52K $1.35M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
890
New
$211.47 - $281.27 $188K - $250K
890 $218K
MDT
Medtronic PLC

Healthcare
2.4K
New
$76.84 - $91.03 $184K - $218K
2.4K $215K
IBM
International Business Machines Corp

Technology
965
New
$175.1 - $223.38 $169K - $216K
965 $213K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.2K
+ 18.14%
$105.53 - $118.34 $127K - $142K
7.81K $913K
PHG
Koninklijke Philips Nv

Healthcare
6.27K
New
$25.08 - $32.73 $157K - $205K
6.27K $205K
EEM
Ishares Msci Emerging Markets

ETFs
3.19K
+ 19.03%
$40.42 - $46.7 $129K - $149K
20K $916K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.81K
+ 8.98%
$61.47 - $67.36 $111K - $122K
22K $1.48M
IDEV
Ishares Core Msci Intl Develop

ETFs
1.92K
+ 17.8%
$63.46 - $71.43 $122K - $137K
12.7K $902K
VNQ
Vanguard Specialized Funds Van

ETFs
295
+ 2.48%
$82.97 - $98.97 $24.5K - $29.2K
12.2K $1.19M
EEMV
Ishares Msci Emerging Markets

ETFs
2.02K
+ 18.05%
$56.77 - $63.31 $115K - $128K
13.2K $827K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.6K
+ 8.16%
$47.95 - $49.61 $124K - $129K
34.4K $1.7M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.02K
+ 17.8%
$55.51 - $61.51 $112K - $124K
13.4K $813K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.09K
+ 8.81%
$50.25 - $50.74 $155K - $157K
38.2K $1.94M
VONE
Vanguard Russell 1000 ETF

ETFs
103
+ 1.05%
$234.0 - $260.07 $24.1K - $26.8K
9.92K $2.58M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.27K
+ 8.42%
$79.58 - $91.64 $101K - $116K
16.3K $1.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
854
+ 13.24%
$147.95 - $191.05 $126K - $163K
7.31K $1.27M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.71K
+ 10.1%
$85.84 - $85.84 $147K - $147K
18.7K $1.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
853
+ 5.08%
$71.45 - $75.64 $60.9K - $64.5K
17.6K $1.33M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.9K
+ 8.83%
$49.9 - $50.37 $94.7K - $95.6K
23.4K $1.17M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
1.09K
+ 6.87%
$35.6 - $38.62 $38.7K - $42K
16.9K $650K
HDB
Hdfc Bank LTD

Financial Services
1.38K
+ 30.36%
$58.04 - $66.97 $79.9K - $92.2K
5.91K $369K
ABBV
Abb Vie Inc.

Healthcare
87
+ 3.93%
$163.84 - $199.33 $14.3K - $17.3K
2.3K $454K
GHYG
Ishares Incus & Intl High Yiel

ETFs
659
+ 3.83%
$43.58 - $45.8 $28.7K - $30.2K
17.9K $818K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
762
+ 2.52%
$19.88 - $21.63 $15.1K - $16.5K
31K $667K
EMB
Ishares Tr

ETFs
233
+ 3.59%
$87.75 - $93.74 $20.4K - $21.8K
6.73K $629K
IAU
Ishares Gold Trust

ETFs
56
+ 0.63%
$44.06 - $50.5 $2.47K - $2.83K
8.99K $446K
Activity Summary
Buys All Purchases 74 New Holdings 10 Increased Positions 64 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Endowment Wealth Management, Inc. Portfolio

Follow Endowment Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Endowment Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Endowment Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email