Melfa Wealth Management, LLC Sells in Q3 2024

Melfa Wealth Management, LLC

  • $152 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-45
- 0.89%
$520.18 - $576.82 $23.4K - $26K
5K $2.88B
EVN
Eaton Vance Municipal Income Trust

Financial Services
-5.56K
- 1.33%
$10.28 - $11.24 $57.2K - $62.5K
414K $4.54B
PMO
Putnam Municipal Opportunities Trust

Financial Services
-1.03K
- 0.21%
$10.15 - $10.9 $10.4K - $11.2K
481K $5.24B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.5K
- 3.2%
$31.05 - $34.29 $327K - $361K
319K $10.9B
GE
General Electric CO

Industrials
-100
- 0.84%
$156.66 - $189.66 $15.7K - $19K
11.7K $2.22B
AAPL
Apple Inc.

Technology
-615
- 2.53%
$207.23 - $234.82 $127K - $144K
23.7K $5.53B
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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