Family Wealth Group, LLC Closed Holding Positions

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ACN
Accenture PLC

Technology
Q2 2024 Filed on Aug 14, 2024
764
$281.76 - $339.17 $215K - $259K
Aim ETF Products Trust
Q2 2024 Filed on Aug 14, 2024
20,153
N/A
Aim ETF Products Trust
Q2 2024 Filed on Aug 14, 2024
24,078
N/A
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
Q2 2024 Filed on Aug 14, 2024
28,381
N/A
BA
Boeing CO

Industrials
Q2 2024 Filed on Aug 14, 2024
1,137
$164.33 - $191.42 $187K - $218K
CVS
Cvs Health Corp

Healthcare
Q2 2024 Filed on Aug 14, 2024
2,627
$53.63 - $79.56 $141K - $209K
First Tr Exchng Traded Fd Vi
Q2 2024 Filed on Aug 14, 2024
6,304
N/A
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q2 2024 Filed on Aug 14, 2024
15,526
$32.62 - $34.69 $506K - $539K
PMAR
Innovator U.S. Equity Power Bu

ETFs
Q2 2024 Filed on Aug 14, 2024
20,571
$35.78 - $37.99 $736K - $781K
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email