Proquility Private Wealth Partners, LLC Purchases in Q3 2024

Proquility Private Wealth Partners, LLC

  • $311 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBAX
J P Morgan Betabuilders Develo

ETFs
30.8K
+ 24.17%
$46.61 - $54.03 $1.44M - $1.67M
158K $8.56M
VB
Vanguard Small Cap ETF

ETFs
3.29K
+ 7.87%
$214.77 - $237.72 $706K - $782K
45.1K $10.7M
LLY
Eli Lilly & CO

Healthcare
1.67K
New
$772.14 - $960.02 $1.29M - $1.6M
1.67K $1.48M
IEFA
Ishares Tr

ETFs
1.66K
+ 0.72%
$70.09 - $78.74 $116K - $131K
231K $18.1M
VIG
Vanguard Dividend Appreciation

ETFs
5.56K
+ 222.73%
$182.15 - $182.15 $1.01M - $1.01M
8.05K $1.47M
FLCA
Franklin Templeton ETF Tr

ETFs
15K
+ 15.87%
$32.97 - $37.74 $495K - $567K
110K $4.13M
FIW
First Trust Water ETF

ETFs
8.4K
New
$98.0 - $109.33 $823K - $918K
8.4K $918K
IFRA
Ishares Tr

ETFs
18.6K
New
$41.55 - $46.97 $775K - $876K
18.6K $875K
XLY
Select Sector Spdr Consumer Di

ETFs
738
+ 1.83%
$170.05 - $200.86 $125K - $148K
41.1K $8.23M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 50.99%
$333.64 - $405.2 $448K - $544K
3.97K $1.61M
XLE
Energy Sector Spdr

ETFs
9.88K
+ 15.18%
$84.35 - $93.39 $833K - $923K
75K $6.58M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.26K
+ 24.0%
$43.67 - $51.82 $317K - $376K
37.5K $1.94M
XOM
Exxon Mobil Corp

Energy
4.22K
+ 10.78%
$109.72 - $119.0 $463K - $502K
43.4K $5.08M
VDC
Vanguard Consumer Staples ETF

ETFs
490
+ 1.66%
$201.77 - $221.32 $98.9K - $108K
30K $6.55M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.79K
+ 2.91%
$44.9 - $47.55 $215K - $228K
169K $7.98M
EMR
Emerson Electric CO

Industrials
4.66K
+ 18.17%
$98.19 - $118.87 $458K - $554K
30.3K $3.32M
XLC
Select Sector Spdr Tr Communic

ETFs
307
+ 0.33%
$82.16 - $90.4 $25.2K - $27.8K
92.1K $8.33M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.89K
+ 23.54%
$106.11 - $113.72 $306K - $328K
15.1K $1.71M
IXUS
Ishares Tr

ETFs
5.14K
New
$64.9 - $73.35 $334K - $377K
5.14K $373K
ETN
Eaton Corp PLC

Industrials
702
+ 9.29%
$272.52 - $333.02 $191K - $234K
8.26K $2.74M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.07K
+ 22.83%
$57.8 - $60.8 $293K - $308K
27.3K $1.65M
CSX
Csx Corp

Industrials
7.39K
+ 11.13%
$32.48 - $35.45 $240K - $262K
73.8K $2.55M
FLJP
Franklin Templeton ETF Tr

ETFs
750
+ 0.42%
$26.79 - $31.0 $20.1K - $23.3K
178K $5.41M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.16K
+ 2.78%
$38.04 - $45.36 $44K - $52.5K
42.8K $1.91M
FLLA
Franklin Templeton ETF Tr

ETFs
13.8K
+ 78.47%
$19.33 - $21.69 $267K - $300K
31.4K $657K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.12K
+ 7.63%
$28.08 - $32.61 $116K - $134K
58.1K $1.84M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.04K
+ 24.6%
$47.01 - $48.2 $237K - $243K
25.5K $1.23M
TGT
Target Corp

Consumer Defensive
1.24K
+ 15.92%
$133.47 - $159.25 $165K - $197K
9.01K $1.4M
AVGO
Broadcom Inc.

Technology
19.8K
+ 884.62%
$136.27 - $1745.86 $2.7M - $34.6M
22.1K $3.81M
CMCSA
Comcast Corp

Communication Services
1.97K
+ 4.49%
$37.33 - $41.78 $73.7K - $82.4K
46K $1.92M
MCD
Mcdonalds Corp

Consumer Cyclical
35
+ 1.02%
$245.82 - $304.51 $8.6K - $10.7K
3.47K $1.06M
IEMG
Ishares Inc

ETFs
2.58K
+ 0.68%
$53.64 - $53.64 $138K - $138K
382K $20.5M
VAW
Vanguard Materials ETF

ETFs
32
+ 0.35%
$189.89 - $213.71 $6.08K - $6.84K
9.07K $1.92M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1.16K
+ 4.06%
$27.19 - $32.45 $31.6K - $37.7K
29.8K $957K
VZ
Verizon Communications Inc

Communication Services
998
+ 3.12%
$38.89 - $45.0 $38.8K - $44.9K
33K $1.48M
CVX
Chevron Corp

Energy
1.85K
+ 15.51%
$137.88 - $161.97 $255K - $299K
13.8K $2.03M
PFG
Principal Financial Group Inc

Financial Services
730
+ 6.32%
$72.94 - $87.46 $53.2K - $63.8K
12.3K $1.05M
KHC
Kraft Heinz CO

Consumer Defensive
2.26K
+ 9.8%
$31.86 - $36.13 $71.9K - $81.6K
25.3K $887K
MSFT
Microsoft Corp

Technology
508
+ 7.29%
$395.15 - $467.56 $201K - $238K
7.48K $3.22M
GD
General Dynamics Corp

Industrials
7
+ 0.14%
$279.51 - $308.09 $1.96K - $2.16K
4.94K $1.49M
C
Citigroup Inc

Financial Services
1.58K
+ 2.41%
$56.11 - $67.61 $88.8K - $107K
67.2K $4.2M
HON
Honeywell International Inc

Industrials
116
+ 0.81%
$196.73 - $220.21 $22.8K - $25.5K
14.4K $2.98M
Activity Summary
Buys All Purchases 43 New Holdings 4 Increased Positions 39 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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