Mittelman Wealth Management Reduced Holdings in Q3 2024

Mittelman Wealth Management

  • $176 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-2.64K
- 76.84%
$459.02 - $510.25 $1.21M - $1.34M
794 $393M
FLIN
Franklin Templeton ETF Tr

ETFs
-29.4K
- 55.67%
$39.24 - $42.42 $1.15M - $1.25M
23.4K $981M
VOX
Vanguard Communication Service

ETFs
-3.59K
- 52.31%
$129.82 - $145.39 $466K - $522K
3.27K $476M
GE
General Electric CO

Industrials
-1.59K
- 55.68%
$156.66 - $189.66 $250K - $302K
1.27K $239M
VCR
Vanguard Consumer Discretionar

ETFs
-254
- 14.97%
$291.88 - $341.94 $74.1K - $86.9K
1.44K $491M
CSCO
Cisco Systems, Inc.

Technology
-1.44K
- 19.39%
$44.74 - $53.22 $64.6K - $76.8K
6K $319M
IBM
International Business Machines Corp

Technology
-329
- 20.36%
$175.1 - $223.38 $57.6K - $73.5K
1.29K $285M
IVV
Ishares Core S&P 500 ETF

ETFs
-25
- 2.02%
$520.18 - $576.82 $13K - $14.4K
1.21K $699M
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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