Kmg Fiduciary Partners, LLC New Holdings in Q3 2024

Kmg Fiduciary Partners, LLC

  • $1.14 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
139K
New
$19.72 - $22.22 $2.73M - $3.08M
139K $3.06M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
61.9K
New
$44.65 - $47.21 $2.76M - $2.92M
61.9K $2.89M
PFE
Pfizer Inc

Healthcare
99.9K
New
$27.7 - $31.39 $2.77M - $3.14M
99.9K $2.89M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.8K
New
$92.63 - $105.69 $2.39M - $2.73M
25.8K $2.69M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
41.6K
New
$53.41 - $57.9 $2.22M - $2.41M
41.6K $2.41M
CGDV
Capital Group Divid Value ETF

ETFs
64.1K
New
$32.96 - $36.48 $2.11M - $2.34M
64.1K $2.34M
DELL
Dell Technologies Inc.

Technology
19.2K
New
$87.89 - $145.97 $1.68M - $2.8M
19.2K $2.27M
SPSB
Spdr Portfolio Short Term Corp

ETFs
66.8K
New
$29.58 - $30.31 $1.98M - $2.03M
66.8K $2.02M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
21.8K
New
$82.41 - $92.06 $1.79M - $2M
21.8K $1.96M
CGUS
Capital Group Core Equity ETF
50.7K
New
$31.19 - $34.33 $1.58M - $1.74M
50.7K $1.74M
FNDX
Schwab Fundamental U S Large C

ETFs
19.6K
New
$65.36 - $71.76 $1.28M - $1.4M
19.6K $1.4M
FTLS
First Tr Long/Short Equity ETF

ETFs
21.7K
New
$60.73 - $63.8 $1.32M - $1.38M
21.7K $1.38M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$94.31 - $103.26 $1.04M - $1.13M
11K $1.13M
LVHI
Franklin International Low Vol

ETFs
34K
New
$28.72 - $31.28 $977K - $1.06M
34K $1.06M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
26.6K
New
$33.88 - $36.77 $900K - $976K
26.6K $969K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
20.3K
New
$39.15 - $46.02 $794K - $933K
20.3K $927K
CGGR
Capital Group Growth ETF Shs C

ETFs
26.6K
New
$30.71 - $34.79 $816K - $925K
26.6K $924K
CGGO
Capital Group Global Growth Eq

ETFs
29.8K
New
$27.25 - $30.52 $811K - $909K
29.8K $897K
RWL
Invesco Exchange Traded Fd Tr

ETFs
8.58K
New
$90.36 - $98.07 $775K - $841K
8.58K $841K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.23K
New
$77.02 - $85.06 $634K - $700K
8.23K $695K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
8.43K
New
$70.02 - $76.68 $590K - $646K
8.43K $646K
IWY
Ishares Tr Russell 200 Growth

ETFs
2.69K
New
$194.66 - $225.97 $524K - $608K
2.69K $591K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
11.1K
New
$42.22 - $48.62 $468K - $539K
11.1K $515K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.68K
New
$29.24 - $45.37 $166K - $258K
5.68K $255K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
1.91K
New
$114.52 - $127.8 $219K - $244K
1.91K $239K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
923
New
$211.47 - $281.27 $195K - $260K
923 $226K
NSC
Norfolk Southern Corp

Industrials
844
New
$213.75 - $259.69 $180K - $219K
844 $209K
GE
General Electric CO

Industrials
1.11K
New
$156.66 - $189.66 $174K - $211K
1.11K $209K
LNT
Alliant Energy Corp

Utilities
3.42K
New
$50.74 - $60.74 $174K - $208K
3.42K $207K
IWN
Ishares Russell2000 Val ETF

ETFs
1.23K
New
$150.05 - $171.34 $185K - $211K
1.23K $205K
PSEP
Innovator U.S. Equity Power Bu
6.35K
New
N/A
6.35K $0
Ab Active Etfs Inc
19.7K
New
N/A
19.7K $0
Activity Summary
Buys All Purchases 147 New Holdings 33 Increased Positions 114 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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