Sagace Wealth Management LLC Purchases in Q4 2024

Sagace Wealth Management LLC

  • $134 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
150K
+ 273.76%
$41.48 - $42.08 $6.23M - $6.32M
205K $8.55B
VO
Vanguard Mid Cap ETF

ETFs
19.3K
+ 132.68%
$261.5 - $284.63 $5.06M - $5.5M
33.9K $8.96B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
49.3K
New
$77.02 - $78.58 $3.8M - $3.88M
49.3K $3.81B
PFF
Ishares Trust Ishares Pfd And

ETFs
115K
New
$31.23 - $33.51 $3.6M - $3.86M
115K $3.63B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
42.5K
+ 168.75%
$77.86 - $79.27 $3.31M - $3.37M
67.6K $5.28B
VEA
Vanguard Ftse Developed Market

ETFs
71.2K
+ 261.43%
$47.57 - $52.44 $3.39M - $3.74M
98.5K $4.71B
HYG
Ishares Tr

ETFs
41K
+ 418.2%
$78.09 - $80.04 $3.2M - $3.28M
50.9K $4B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
110K
New
$20.55 - $23.26 $2.27M - $2.57M
110K $2.32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.8K
+ 53.64%
$174.22 - $187.62 $2.24M - $2.41M
36.8K $6.45B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
39.2K
New
$50.73 - $51.08 $1.99M - $2M
39.2K $2B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
44.5K
New
$44.04 - $49.49 $1.96M - $2.2M
44.5K $1.96B
IQLT
Ishares Msci Intl Quality Fact

ETFs
26.9K
+ 27.53%
$37.12 - $41.23 $999K - $1.11M
125K $4.63B
AVGO
Broadcom Inc.

Technology
951
+ 33.03%
$159.67 - $250.0 $152K - $238K
3.83K $888M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.24K
+ 18.49%
$241.48 - $274.89 $299K - $341K
7.94K $2.01B
META
Meta Platforms, Inc.

Communication Services
400
New
$554.08 - $632.68 $222K - $253K
400 $234M
ADSK
Autodesk, Inc.

Technology
743
New
N/A
743 $220M
ADP
Automatic Data Processing Inc

Industrials
693
New
$280.08 - $307.97 $194K - $213K
693 $203M
DJP
Barclays Bank PLC

ETFs
5.85K
+ 13.97%
N/A
47.7K $1.53B
V
Visa Inc.

Financial Services
165
+ 10.5%
$273.87 - $320.91 $45.2K - $53K
1.74K $549M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 0.49%
$521.84 - $558.82 $21.4K - $22.9K
8.48K $4.57B
VAW
Vanguard Materials ETF

ETFs
2.47K
+ 12.64%
$186.91 - $215.32 $462K - $532K
22K $4.13B
EFG
Msci Eafe Growth ETF

ETFs
1.49K
+ 7.52%
$96.83 - $106.88 $144K - $159K
21.2K $2.06B
FNDE
Schwab Fundamental Emerging Mk

ETFs
958
+ 1.59%
$28.89 - $33.95 $27.7K - $32.5K
61.2K $1.78B
Activity Summary
Buys All Purchases 24 New Holdings 9 Increased Positions 15 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sagace Wealth Management LLC Portfolio

Follow Sagace Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sagace Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagace Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email