Treasure Coast Financial Planning New Holdings in Q3 2024

Treasure Coast Financial Planning

  • $162 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
4.08K
New
$46.13 - $52.38 $188K - $214K
4.08K $210K
JPM
Jpmorgan Chase & CO

Financial Services
950
New
$194.9 - $224.8 $185K - $214K
950 $200K
FDD
First Trust Stoxx European Sel

ETFs
15.9K
New
$11.46 - $12.62 $182K - $200K
15.9K $197K
Activity Summary
Buys All Purchases 21 New Holdings 3 Increased Positions 18 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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