Wealth Architects, LLC New Holdings in Q3 2024

Wealth Architects, LLC

  • $848 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
1.75K
New
$99.69 - $139.42 $175K - $244K
1.75K $239K
BX
Blackstone Inc.

Financial Services
1.56K
New
$120.77 - $159.66 $189K - $250K
1.56K $239K
SO
Southern CO

Utilities
2.54K
New
$77.0 - $90.52 $196K - $230K
2.54K $228K
GWW
W.W. Grainger, Inc.

Industrials
212
New
$896.19 - $1044.18 $190K - $221K
212 $220K
NULC
Nushares ETF Tr Nuveen Esg Lar

ETFs
4.52K
New
$41.51 - $46.29 $188K - $209K
4.52K $209K
AMT
American Tower Corp

Real Estate
891
New
$192.27 - $242.73 $171K - $216K
891 $207K
LOW
Lowes Companies Inc

Consumer Cyclical
751
New
$213.3 - $270.78 $160K - $203K
751 $203K
Activity Summary
Buys All Purchases 74 New Holdings 7 Increased Positions 67 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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