Endowment Wealth Management, Inc. Incresed Positions 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
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
IEFA
Ishares Tr

ETFs
1K
+ 1.86%
$70.09 - $78.74 $70.2K - $78.9K
54.9K $4.28M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
2.95K
+ 5.55%
$46.96 - $52.8 $138K - $156K
56K $2.93M
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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.2K
+ 18.14%
$105.53 - $118.34 $127K - $142K
7.81K $913K
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
BNDX
Vanguard Total International B

ETFs
320
+ 1.82%
$48.42 - $50.35 $15.5K - $16.1K
17.9K $899K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
62
+ 0.36%
$45.2 - $47.87 $2.8K - $2.97K
17.3K $822K
UBER
Uber Technologies, Inc

Technology
50
+ 0.4%
$58.48 - $77.47 $2.92K - $3.87K
12.5K $942K
VOE
Vanguard Mid Cap Value Index F

ETFs
49
+ 3.32%
$149.02 - $167.67 $7.3K - $8.22K
1.52K $255K
PICK
Ishares Inc Msci Global Select

ETFs
322
+ 3.73%
$36.29 - $43.35 $11.7K - $14K
8.95K $386K
IBHD
Ishares Ibonds 2024 Term High

ETFs
1.21K
+ 2.04%
$23.11 - $23.29 $28K - $28.2K
60.7K $1.41M
HLN
Haleon PLC

Healthcare
70
+ 0.54%
$8.32 - $10.7 $582 - $749
12.9K $136K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
275
+ 4.55%
$91.42 - $91.82 $25.1K - $25.3K
6.31K $579K
ABEV
Ambev S.A.

Consumer Defensive
5.59K
+ 21.56%
$2.04 - $2.44 $11.4K - $13.6K
31.5K $76K
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
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