Northwest Wealth Management, LLC Sells in Q4 2024

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-125
- 5.94%
$113.92 - $127.38 $14.2K - $15.9K
1.98K $227K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.09%
$288.47 - $316.54 $288 - $317
1.13K $326K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.9K
- 15.33%
$180.88 - $232.93 $705K - $908K
21.5K $4.72M
VIG
Vanguard Dividend Appreciation

ETFs
-56
- 1.01%
N/A
5.51K $1M
CVX
Chevron Corp

Energy
-16
- 0.91%
$141.15 - $162.53 $2.26K - $2.6K
1.75K $253K
FYT
First Trust Small Cap

ETFs
-74
- 1.98%
$53.73 - $60.73 $3.98K - $4.49K
3.66K $201K
VUSB
Vanguard Bd Index Fds
-9.75K
- 34.7%
N/A
18.3K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-2.97K
- 14.21%
N/A
17.9K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-157
- 1.37%
$46.48 - $51.32 $7.3K - $8.06K
11.3K $544K
DE
Deere & CO

Industrials
-17
- 0.95%
$389.45 - $466.0 $6.62K - $7.92K
1.77K $750K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-357
- 1.39%
$69.3 - $74.3 $24.7K - $26.5K
25.3K $1.81M
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.73%
$471.27 - $550.62 $1.89K - $2.2K
541 $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29
- 0.94%
$521.84 - $558.82 $15.1K - $16.2K
3.07K $1.65M
AXP
American Express CO

Financial Services
-32
- 2.71%
$267.35 - $305.57 $8.56K - $9.78K
1.15K $340K
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 0.53%
$570.51 - $610.59 $7.99K - $8.55K
2.62K $1.54M
ENFR
Alerian Energy Infrastructure

ETFs
-163
- 1.38%
$28.52 - $33.11 $4.65K - $5.4K
11.6K $362K
AVUS
American Centy ETF Tr Avantis

ETFs
-1.07K
- 1.21%
$94.36 - $102.06 $101K - $109K
87.8K $8.51M
Activity Summary
Buys All Purchases 89 New Holdings 13 Increased Positions 76 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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