Long Island Wealth Management, Inc. Purchases in Q3 2024

Long Island Wealth Management, Inc.

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
36.3K
New
$79.29 - $84.02 $2.88M - $3.05M
36.3K $3.04B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
33.4K
+ 351.02%
$75.47 - $83.18 $2.52M - $2.78M
42.9K $3.57B
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
12.5K
+ 8.59%
$82.52 - $90.76 $1.03M - $1.13M
158K $14.3B
PJUL
Innovator U.S. Equity Power Bu

ETFs
43.1K
+ 107.38%
$37.89 - $40.48 $1.63M - $1.75M
83.3K $3.37B
SCHG
Schwab Strategic Tr Us Large C

ETFs
15K
+ 31.37%
$92.63 - $105.69 $1.39M - $1.59M
62.9K $6.55B
VTI
Vanguard Total Stock Market Et

ETFs
131
+ 0.23%
$255.18 - $283.2 $33.4K - $37.1K
58.3K $16.5B
Innovator Etfs Trust
4.44K
+ 1.28%
N/A
351K $13B
Innovator Etfs Trust
22.3K
+ 26.26%
N/A
107K $3.36B
VHT
Vanguard Health Care ETF

ETFs
1.43K
+ 10.04%
$261.88 - $288.1 $374K - $412K
15.7K $4.42B
KOCT
Innovator Laddered Fund Of U.S
16.6K
+ 85.74%
N/A
36K $1.09B
VXF
Vanguard Extended Market ETF

ETFs
498
+ 1.67%
$163.98 - $182.92 $81.7K - $91.1K
30.3K $5.52B
IOCT
Innovator Etfs Tr Intl Dev Pow
14.4K
New
N/A
14.4K $443M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.76K
+ 18.04%
$51.0 - $57.07 $294K - $329K
37.7K $2.1B
ED
Consolidated Edison Inc

Utilities
23
+ 0.09%
$88.42 - $104.97 $2.03K - $2.41K
26.9K $2.81B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.06K
+ 5.71%
$36.98 - $41.55 $150K - $169K
75.2K $3.09B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29
+ 0.05%
$59.93 - $66.52 $1.74K - $1.93K
61.6K $4.1B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
58
+ 0.2%
$80.13 - $88.89 $4.65K - $5.16K
28.4K $2.51B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
84
+ 0.39%
$64.57 - $71.76 $5.42K - $6.03K
21.9K $1.57B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.02%
$475.2 - $527.7 $475 - $528
5.16K $2.72B
SCHV
Schwab Strategic Tr Us Large C

ETFs
31
+ 0.19%
$73.43 - $80.37 $2.28K - $2.49K
16.1K $1.3B
VT
Vanguard Total World Stk Index

ETFs
75
+ 0.62%
$107.72 - $119.96 $8.08K - $9K
12.2K $1.46B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
819
+ 5.52%
$42.22 - $48.62 $34.6K - $39.8K
15.7K $729M
KJUL
Innovator U.S. Small Cap Power

Technology
365
+ 1.04%
$27.38 - $29.23 $9.99K - $10.7K
35.5K $1.03B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
696
+ 21.55%
$76.94 - $79.54 $53.6K - $55.4K
3.93K $312M
VFVA
Vanguard Wellington Fd U S Val

ETFs
23
+ 0.33%
$111.27 - $122.66 $2.56K - $2.82K
6.9K $831M
BAX
Baxter International Inc

Healthcare
106
+ 1.01%
$32.85 - $40.26 $3.48K - $4.27K
10.6K $403M
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
129
+ 0.21%
N/A
60.9K $2.01B
SCHA
Schwab Strategic Tr Us Small C

ETFs
40
+ 0.37%
$46.9 - $51.96 $1.88K - $2.08K
10.9K $563M
IJUL
Innovator Etfs Tr

ETFs
155
+ 0.5%
$27.47 - $29.55 $4.26K - $4.58K
31K $910M
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.6%
$182.15 - $182.15 $2.55K - $2.55K
2.35K $465M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
47
+ 0.61%
$74.26 - $78.84 $3.49K - $3.71K
7.71K $604M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
145
+ 0.73%
$49.93 - $51.15 $7.24K - $7.42K
19.9K $1.02B
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.11%
$291.88 - $341.94 $292 - $342
924 $315M
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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