Northwest Financial Advisors New Holdings in Q3 2024

Northwest Financial Advisors

  • $126 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AROW
Arrow Financial Corp

Financial Services
6.62K
New
$25.38 - $32.41 $168K - $215K
6.62K $190M
IWB
Ishares Tr Russell 1000 ETF

ETFs
342
New
$283.28 - $314.39 $96.9K - $108K
342 $108M
BOTZ
Global X Fds

ETFs
714
New
$27.68 - $32.27 $19.8K - $23K
714 $23M
Viking Holdings LTD
500
New
N/A
500 $17.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
561
New
$25.38 - $26.27 $14.2K - $14.7K
561 $14.7M
T Rowe Price ETF Inc
436
New
N/A
436 $14.2M
BNTX
Bio N Tech Se

Healthcare
101
New
$78.36 - $124.66 $7.91K - $12.6K
101 $12M
Te Connectivity PLC
75
New
N/A
75 $11.3M
Amentum Holdings Inc
300
New
N/A
300 $9.68M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
314
New
$26.43 - $29.86 $8.3K - $9.38K
314 $9.27M
FNDE
Schwab Fundamental Emerging Mk

ETFs
139
New
$28.02 - $32.68 $3.89K - $4.54K
139 $4.49M
FSCO
Fs Cr Opportunities Corp Com
642
New
N/A
642 $4.08M
DRIV
Global X Fds Global X Autonomo

ETFs
172
New
$20.59 - $25.46 $3.54K - $4.38K
172 $4.04M
ROBO
Robo Global Robotics And Autom

ETFs
67
New
$50.56 - $58.65 $3.39K - $3.93K
67 $3.82M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
104
New
$26.4 - $32.02 $2.75K - $3.33K
104 $3.3M
HAIL
Spdr S&P Kensho Smart Mobility

ETFs
104
New
$25.1 - $32.04 $2.61K - $3.33K
104 $2.99M
XPEV
Xpeng Inc.

Consumer Cyclical
100
New
$6.63 - $12.72 $663 - $1.27K
100 $1.22M
Siriusxm Holdings Inc
41
New
N/A
41 $982K
PLUG
Plug Power Inc

Industrials
100
New
$1.61 - $3.34 $161 - $334
100 $226K
GSAT
Globalstar, Inc.

Communication Services
100
New
$1.07 - $1.48 $107 - $148
100 $124K
SAN
Banco Santander, S.A.

Financial Services
13
New
$4.37 - $5.16 $56.8 - $67.1
13 $66K
MFG
Mizuho Financial Group Inc

Financial Services
10
New
$3.69 - $4.62 $36.9 - $46.2
10 $42K
UBS
Ubs Group Ag

Financial Services
1
New
$27.97 - $31.42 $28 - $31.4
1 $31K
LYG
Lloyds Banking Group PLC

Financial Services
9
New
$2.73 - $3.17 $24.6 - $28.5
9 $28K
BCS
Barclays PLC

Financial Services
2
New
$10.59 - $12.45 $21.2 - $24.9
2 $25K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2
New
$11.38 - $14.48 $22.8 - $29
2 $25K
WDS
Woodside Energy Group LTD

Energy
1
New
$15.64 - $20.01 $15.6 - $20
1 $17K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1
New
$13.0 - $15.08 $13 - $15.1
1 $14K
HLN
Haleon PLC

Healthcare
1
New
$8.32 - $10.7 $8.32 - $10.7
1 $11K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1
New
$9.55 - $11.13 $9.55 - $11.1
1 $11K
Activity Summary
Buys All Purchases 128 New Holdings 31 Increased Positions 97 Sells All Sells 240 Reductions 239 Sold out 1 Options Calls 0 Puts 0
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