Portside Wealth Group, LLC Purchases in Q4 2024

Portside Wealth Group, LLC

  • $578 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.5K
New
$26.93 - $84.95 $67.3K - $212K
2.5K $211M
EFV
Msci Eafe Value ETF

ETFs
933
+ 17.27%
$51.78 - $57.15 $48.3K - $53.3K
6.34K $364M
QUAL
Ishares Msci Usa Quality Facto

ETFs
115
+ 0.74%
$176.42 - $186.91 $20.3K - $21.5K
15.7K $2.81B
Activity Summary
Buys All Purchases 3 New Holdings 1 Increased Positions 2 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 0 Puts 0
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