Kwb Wealth Purchases in Q4 2024

Kwb Wealth

  • $789 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
325K
+ 182.33%
$26.65 - $29.34 $8.67M - $9.55M
504K $13.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
113K
+ 51.8%
$45.07 - $47.1 $5.1M - $5.33M
332K $15M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
117K
New
$39.3 - $41.34 $4.59M - $4.83M
117K $4.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
51.6K
New
$49.87 - $52.46 $2.57M - $2.71M
51.6K $2.57M
RECS
Columbia ETF Tr I

ETFs
41.1K
New
$33.61 - $36.42 $1.38M - $1.5M
41.1K $1.42M
XCEM
Columbia ETF Tr Ii

ETFs
61.1K
+ 35.86%
$29.6 - $32.67 $1.81M - $1.99M
231K $6.85M
CGGR
Capital Group Growth ETF Shs C

ETFs
26.1K
New
$34.49 - $39.24 $902K - $1.03M
26.1K $971K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.28K
+ 2.26%
$49.03 - $53.35 $357K - $388K
330K $16.9M
CGGO
Capital Group Global Growth Eq

ETFs
32.5K
New
$29.21 - $30.67 $949K - $996K
32.5K $948K
CGDV
Capital Group Divid Value ETF

ETFs
26K
New
$35.16 - $37.12 $913K - $964K
26K $915K
XLU
Utilities Sector Spdr

ETFs
6.42K
New
$74.89 - $82.93 $481K - $533K
6.42K $486K
WMT
Walmart Inc.

Consumer Defensive
3.21K
+ 18.96%
$79.1 - $95.7 $254K - $307K
20.1K $1.82M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.4K
New
$69.58 - $74.87 $445K - $479K
6.4K $448K
AAPL
Apple Inc.

Technology
603
+ 3.65%
$221.69 - $259.02 $134K - $156K
17.1K $4.28M
EUSB
Ishares Tr Esg Advanced Total

Technology
9.46K
New
$42.39 - $44.29 $401K - $419K
9.46K $401K
GOOGL
Alphabet Inc.

Communication Services
1.93K
New
$161.86 - $196.66 $312K - $379K
1.93K $365K
AVUS
American Centy ETF Tr Avantis

ETFs
2.63K
+ 7.93%
$94.36 - $102.06 $248K - $269K
35.8K $3.47M
V
Visa Inc.

Financial Services
592
+ 20.9%
$273.87 - $320.91 $162K - $190K
3.42K $1.08M
CRM
Salesforce, Inc.

Technology
685
+ 87.6%
$270.87 - $367.87 $186K - $252K
1.47K $490K
IGV
Ishares Expanded Tech Software

ETFs
1.89K
+ 26.92%
$87.5 - $110.17 $166K - $209K
8.93K $893K
MSFT
Microsoft Corp

Technology
732
+ 6.57%
$406.35 - $454.46 $297K - $333K
11.9K $5.01M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
New
$161.05 - $179.7 $193K - $215K
1.2K $200K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.57K
+ 1.66%
N/A
157K $11.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.48K
+ 1.4%
$65.67 - $69.79 $229K - $243K
253K $17M
PRU
Prudential Financial Inc

Financial Services
1.27K
+ 37.75%
$114.59 - $129.52 $145K - $164K
4.62K $547K
WM
Waste Management Inc

Industrials
718
+ 26.22%
$201.79 - $228.46 $145K - $164K
3.46K $697K
WFC
Wells Fargo & Company

Financial Services
33
+ 0.39%
$54.98 - $77.35 $1.81K - $2.55K
8.39K $589K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.08K
+ 34.0%
$50.0 - $50.27 $104K - $104K
8.18K $409K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
685
+ 18.56%
$111.85 - $120.71 $76.6K - $82.7K
4.38K $503K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
961
+ 6.19%
$102.08 - $110.92 $98.1K - $107K
16.5K $1.69M
CVX
Chevron Corp

Energy
216
+ 12.06%
$141.15 - $162.53 $30.5K - $35.1K
2.01K $290K
NURE
Nuveen Short Term Reit ETF

ETFs
1.34K
+ 8.18%
$31.13 - $34.56 $41.6K - $46.1K
17.7K $561K
SHV
Ishares Tr

ETFs
110
+ 1.31%
$109.92 - $110.57 $12.1K - $12.2K
8.53K $939K
Pgim ETF Tr
17.3K
+ 57.86%
N/A
47.2K $0
Columbia ETF Tr I
11.9K
New
N/A
11.9K $0
Columbia ETF Tr I
9.84K
New
N/A
9.84K $0
T Rowe Price ETF Inc
10.6K
New
N/A
10.6K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
11.2K
New
N/A
11.2K $0
Capital Group Core Balanced
20.6K
New
N/A
20.6K $0
CGMS
Capital Grp Core Plus Income E
97.6K
New
N/A
97.6K $0
Capital Group International
23.4K
New
N/A
23.4K $0
J P Morgan Exchange Traded F
8.17K
New
N/A
8.17K $0
J P Morgan Exchange Traded F
8.87K
New
N/A
8.87K $0
VTV
Vanguard Value ETF

ETFs
6
+ 0.35%
$168.32 - $181.87 $1.01K - $1.09K
1.74K $295K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11
+ 0.11%
$113.92 - $127.38 $1.25K - $1.4K
9.67K $1.11M
JPSE
J P Morgan Diversified Return

ETFs
29
+ 0.11%
$46.77 - $51.7 $1.36K - $1.5K
26.5K $1.24M
QPFF
American Centy ETF Tr Quality
161
+ 1.01%
$35.78 - $38.29 $5.76K - $6.16K
16K $576K
DVA
Davita Inc.

Healthcare
9
+ 0.44%
$139.81 - $167.96 $1.26K - $1.51K
2.07K $309K
JNJ
Johnson & Johnson

Healthcare
25
+ 1.33%
$143.34 - $165.86 $3.58K - $4.15K
1.91K $276K
Activity Summary
Buys All Purchases 55 New Holdings 20 Increased Positions 35 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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