Evoke Wealth, LLC Purchases in Q3 2024

Evoke Wealth, LLC

  • $3.68 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCI
Johnson Controls International PLC

Industrials
2.95K
New
$65.52 - $77.61 $193K - $229K
2.95K $230M
USB
Us Bancorp \De\

Financial Services
4.97K
New
$39.04 - $47.23 $194K - $234K
4.97K $230M
EQR
Equity Residential

Real Estate
3.01K
New
$67.19 - $78.09 $202K - $235K
3.01K $226M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.71K
New
$81.31 - $83.29 $221K - $226K
2.71K $226M
NXPI
Nxp Semiconductors N.V.

Technology
933
New
$225.14 - $290.78 $210K - $271K
933 $225M
XLP
Consumer Staples Sector Spdr

ETFs
2.64K
New
$76.04 - $76.04 $201K - $201K
2.64K $219M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.23K
New
$46.17 - $51.13 $195K - $216K
4.23K $216M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.75K
New
$57.22 - $80.08 $157K - $220K
2.75K $215M
ARES
Ares Management Corp

Financial Services
1.37K
New
$133.73 - $158.05 $183K - $216K
1.37K $213M
PSX
Phillips 66

Energy
1.61K
New
$125.0 - $147.17 $201K - $236K
1.61K $211M
AZN
Astrazeneca PLC

Healthcare
2.66K
New
$76.67 - $87.62 $204K - $233K
2.66K $207M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
8.68K
New
N/A
8.68K $206M
AMP
Ameriprise Financial Inc

Financial Services
438
New
$391.53 - $469.81 $171K - $206K
438 $206M
WEN
Wendy'S CO

Consumer Cyclical
11.7K
New
$15.83 - $18.24 $185K - $214K
11.7K $205M
VV
Vanguard Large Cap ETF

ETFs
776
New
$236.92 - $263.4 $184K - $204K
776 $205M
D
Dominion Energy, Inc

Utilities
3.54K
New
$48.01 - $58.53 $170K - $207K
3.54K $204M
DOW
Dow Inc.

Basic Materials
3.73K
New
$50.15 - $55.41 $187K - $207K
3.73K $204M
FCX
Freeport Mcmoran Inc

Basic Materials
4.04K
New
$39.52 - $51.92 $160K - $210K
4.04K $202M
KALV
Kal Vista Pharmaceuticals, Inc.

Healthcare
17K
+ 110.52%
$9.46 - $15.39 $161K - $261K
32.4K $375M
MQ
Marqeta, Inc.

Technology
38.5K
New
$4.67 - $5.61 $180K - $216K
38.5K $189M
CRF
Cornerstone Total Return Fund Inc

Financial Services
22.8K
New
$7.11 - $8.09 $162K - $184K
22.8K $184M
MBLY
Mobileye Global Inc.
12.4K
New
$10.57 - $27.89 $131K - $346K
12.4K $170M
REXR
Rexford Industrial Realty, Inc.

Real Estate
664
+ 2.82%
$44.45 - $52.25 $29.5K - $34.7K
24.2K $1.23B
THM
International Tower Hill Mines LTD

Basic Materials
281K
+ 750.0%
$0.41 - $0.62 $115K - $174K
319K $179M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.94K
+ 27.58%
$59.25 - $65.33 $115K - $126K
8.95K $581M
VCV
Invesco California Value Municipal Income Trust

Financial Services
12.6K
+ 28.01%
$10.37 - $11.37 $131K - $143K
57.6K $627M
FIGS
Figs, Inc.

Consumer Cyclical
19.2K
New
$4.84 - $6.84 $92.9K - $131K
19.2K $131M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
11.6K
New
$8.13 - $9.5 $93.9K - $110K
11.6K $101M
PUMP
Pro Petro Holding Corp.

Energy
12.7K
New
$7.06 - $9.59 $89.4K - $121K
12.7K $97M
PMVP
Pmv Pharmaceuticals, Inc.

Healthcare
69.9K
+ 110.53%
$1.44 - $1.69 $101K - $118K
133K $198M
FIX
Comfort Systems Usa Inc

Industrials
7
+ 0.78%
$292.14 - $396.82 $2.04K - $2.78K
907 $354M
BRZE
Braze, Inc.

Technology
3.51K
+ 63.35%
$32.31 - $45.88 $113K - $161K
9.05K $293M
WIT
Wipro LTD

Technology
10.6K
New
$5.66 - $6.89 $59.8K - $72.8K
10.6K $68.5M
MUB
Ishares National Muni Bond ETF

ETFs
500
+ 25.0%
$106.13 - $108.7 $53.1K - $54.4K
2.5K $272M
FOX
Fox Corp Cl B (De)

Communication Services
113
+ 1.57%
$31.8 - $38.86 $3.59K - $4.39K
7.31K $284M
ZIP
Ziprecruiter, Inc.

Industrials
4.69K
+ 46.9%
$7.25 - $10.2 $34K - $47.8K
14.7K $140M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
3.86K
+ 7.8%
$9.51 - $9.77 $36.7K - $37.7K
53.4K $515M
REAL
The Real Real, Inc.

Consumer Cyclical
12.6K
+ 110.51%
$2.28 - $3.77 $28.6K - $47.4K
23.9K $75.2M
WIX
Wix.Com Ltd.

Technology
64
+ 2.76%
$147.93 - $171.74 $9.47K - $11K
2.38K $399M
Ea Series Trust
121
+ 0.3%
N/A
40.4K $1.17B
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
21.1K
+ 101.49%
$0.76 - $2.15 $16.1K - $45.4K
41.9K $37.7M
Activity Summary
Buys All Purchases 392 New Holdings 319 Increased Positions 73 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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