Landmark Wealth Management, LLC Purchases in Q4 2024

Landmark Wealth Management, LLC

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Franklin Templeton ETF Tr
123K
New
N/A
123K $3.06M
CGMU
Capital Group Core Plus Income
9.8K
+ 10.63%
N/A
102K $2.74M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.95K
+ 12.98%
$51.58 - $52.91 $204K - $209K
34.3K $1.78M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.63K
+ 3.99%
$50.62 - $52.07 $133K - $137K
68.6K $3.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.01K
+ 4.21%
$50.02 - $51.24 $151K - $154K
74.6K $3.74M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.51K
+ 3.27%
$47.65 - $48.6 $72.1K - $73.5K
47.8K $2.29M
Vanguard Malvern Fds
3.95K
+ 4.81%
N/A
86K $6.53M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
2.67K
+ 4.02%
$23.99 - $24.55 $63.9K - $65.4K
68.9K $1.66M
VO
Vanguard Mid Cap ETF

ETFs
62
+ 1.15%
$261.5 - $284.63 $16.2K - $17.6K
5.44K $1.44M
TAXF
American Centy ETF Tr Diversif

ETFs
1.69K
+ 3.05%
$49.94 - $51.44 $84.5K - $87K
57.2K $2.87M
DBND
Doubleline ETF Tr Opportunisti

ETFs
5.96K
+ 4.72%
$45.15 - $47.26 $269K - $282K
132K $5.98M
TOTR
T Rowe Price Exchange Traded F

ETFs
6.83K
+ 4.22%
$39.83 - $41.73 $272K - $285K
169K $6.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.08K
+ 4.3%
$44.87 - $46.86 $228K - $238K
123K $5.53M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13K
+ 196.61%
$22.4 - $68.28 $291K - $887K
19.6K $454K
JEPI
J P Morgan Exchange Traded Fd

ETFs
185
+ 5.07%
$57.53 - $60.83 $10.6K - $11.3K
3.83K $221K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
121
+ 2.52%
$47.98 - $49.47 $5.81K - $5.99K
4.92K $238K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
28
+ 0.27%
$23.79 - $24.6 $666 - $689
10.5K $249K
AOR
Ishares Tr Core Growth Allocat

ETFs
16
+ 0.4%
$57.32 - $59.66 $917 - $955
4.03K $231K
MSFT
Microsoft Corp

Technology
1
+ 0.08%
$406.35 - $454.46 $406 - $454
1.24K $521K
VSDA
Victory Portfolios Ii Victorys

ETFs
14
+ 0.22%
$50.67 - $55.17 $709 - $772
6.37K $324K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
605
+ 5.79%
$30.93 - $33.94 $18.7K - $20.5K
11K $342K
USRT
Ishares Core U.S. Reit ETF

ETFs
211
+ 3.29%
$55.97 - $62.75 $11.8K - $13.2K
6.62K $379K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
86
+ 1.12%
$38.37 - $42.82 $3.3K - $3.68K
7.79K $299K
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.07%
$87.85 - $98.6 $176 - $197
2.78K $248K
IEFA
Ishares Tr

ETFs
15
+ 0.38%
$70.06 - $77.43 $1.05K - $1.16K
3.93K $276K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.03%
N/A
14.6K $2.86M
JCPB
J P Morgan Exchange Traded Fd

ETFs
6.86K
+ 4.28%
$46.07 - $48.17 $316K - $330K
167K $7.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
130
+ 2.32%
$75.1 - $82.99 $9.76K - $10.8K
5.73K $433K
HMOP
Hartford Fds Exchange Traded T

ETFs
21
+ 0.04%
$38.56 - $39.45 $810 - $828
54.1K $2.09M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.14K
+ 4.54%
$42.84 - $45.38 $263K - $279K
141K $6.08M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.69K
+ 3.43%
$20.55 - $23.26 $55.2K - $62.5K
81K $1.71M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.59K
+ 5.47%
$114.08 - $125.68 $181K - $200K
30.6K $3.5M
VEA
Vanguard Ftse Developed Market

ETFs
844
+ 2.14%
$47.57 - $52.44 $40.1K - $44.3K
40.3K $1.93M
GNR
Spdr S&P Global Natural Resour

ETFs
1.45K
+ 4.11%
$48.67 - $58.43 $70.7K - $84.9K
36.8K $1.83M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.97K
+ 2.07%
$44.04 - $49.49 $86.9K - $97.6K
97.3K $4.29M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.53K
+ 5.24%
$79.93 - $88.06 $362K - $399K
91K $7.28M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.3K
+ 5.49%
$34.13 - $37.35 $795K - $870K
448K $15.3M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
502
+ 0.29%
$99.2 - $108.47 $49.8K - $54.5K
172K $17.1M
Activity Summary
Buys All Purchases 39 New Holdings 1 Increased Positions 38 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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