Landmark Wealth Management, LLC Incresed Positions in Q3 2024

Landmark Wealth Management, LLC

  • $230 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Victory Portfolios Ii
8.24K
+ 2.21%
N/A
381K $12.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.37K
+ 2.15%
$45.87 - $48.53 $155K - $164K
160K $7.73M
TOTR
T Rowe Price Exchange Traded F

ETFs
3.97K
+ 2.52%
$39.82 - $42.03 $158K - $167K
162K $6.73M
DBND
Doubleline ETF Tr Opportunisti

ETFs
3.12K
+ 2.53%
$44.93 - $47.6 $140K - $148K
126K $5.98M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.09K
+ 1.57%
$42.87 - $45.76 $89.6K - $95.6K
135K $6.12M
CGCP
Capital Group Core Plus Income

ETFs
5.99K
+ 2.62%
$22.12 - $23.31 $132K - $140K
235K $5.43M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.42K
+ 5.01%
$50.15 - $51.27 $171K - $175K
71.6K $3.67M
CGMU
Capital Group Core Plus Income
6.4K
+ 7.46%
N/A
92.1K $2.53M
WBND
Legg Mason ETF Invt Tr Westn A

ETFs
2.39K
+ 1.53%
$19.67 - $20.96 $47K - $50K
159K $3.3M
GNR
Spdr S&P Global Natural Resour

ETFs
1.72K
+ 5.1%
$53.02 - $57.84 $90.9K - $99.2K
35.4K $2.04M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
247
+ 1.55%
$178.94 - $207.0 $44.2K - $51.1K
16.2K $3.25M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.19K
+ 4.08%
$51.78 - $52.98 $61.7K - $63.1K
30.4K $1.61M
TAXF
American Centy ETF Tr Diversif

ETFs
226
+ 0.41%
$50.16 - $51.43 $11.3K - $11.6K
55.5K $2.86M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
51
+ 0.28%
$60.84 - $67.51 $3.1K - $3.44K
18.4K $1.24M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
253
+ 0.55%
$47.7 - $48.54 $12.1K - $12.3K
46.3K $2.25M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
391
+ 5.35%
$36.02 - $41.68 $14.1K - $16.3K
7.7K $318K
VSDA
Victory Portfolios Ii Victorys

ETFs
15
+ 0.24%
$47.88 - $53.13 $718 - $797
6.35K $337K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.13%
$517.38 - $573.86 $517 - $574
762 $437K
JEPI
J P Morgan Exchange Traded Fd

ETFs
50
+ 1.39%
$54.98 - $59.51 $2.75K - $2.98K
3.65K $217K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
104
+ 2.21%
$48.27 - $49.43 $5.02K - $5.14K
4.8K $237K
AMZN
Amazon Com Inc

Consumer Cyclical
11
+ 0.39%
$161.02 - $200.0 $1.77K - $2.2K
2.85K $531K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.06%
$148.65 - $191.18 $149 - $191
1.81K $300K
Activity Summary
Buys All Purchases 51 New Holdings 28 Increased Positions 23 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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