Wms Partners, LLC Sells in Q4 2024

Wms Partners, LLC

  • $1.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
-30
- 0.13%
$31.58 - $36.88 $947 - $1.11K
22.4K $721K
GLD
Spdr Gold Trust

ETFs
-157
- 1.42%
$236.59 - $257.5 $37.1K - $40.4K
10.9K $2.63M
HSY
Hershey CO

Consumer Defensive
-15
- 0.76%
$168.67 - $193.65 $2.53K - $2.9K
1.95K $330K
CVX
Chevron Corp

Energy
-191
- 2.47%
$141.15 - $162.53 $27K - $31K
7.55K $1.09M
CL
Colgate Palmolive CO

Consumer Defensive
-11
- 0.32%
$90.22 - $102.31 $992 - $1.13K
3.45K $313K
SBUX
Starbucks Corp

Consumer Cyclical
-69
- 1.18%
$87.44 - $102.5 $6.03K - $7.07K
5.77K $525K
AVSE
American Centy ETF Tr Avantis

ETFs
-155
- 2.25%
$50.47 - $56.52 $7.82K - $8.76K
6.73K $339K
AVY
Avery Dennison Corp

Industrials
-3
- 0.25%
$186.26 - $220.48 $559 - $661
1.17K $219K
ADM
Archer Daniels Midland CO

Consumer Defensive
-13
- 0.32%
$49.38 - $59.52 $642 - $774
4.11K $207K
IBM
International Business Machines Corp

Technology
-122
- 3.17%
$204.9 - $238.04 $25K - $29K
3.73K $818K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-674
- 4.0%
$30.18 - $33.87 $20.3K - $22.8K
16.2K $497K
AVSC
American Centy ETF Tr Avantis
-539
- 2.28%
$52.7 - $59.57 $28.4K - $32.1K
23.1K $1.26M
IAU
Ishares Gold Trust

ETFs
-30
- 0.03%
$48.37 - $52.65 $1.45K - $1.58K
94.3K $4.67M
UA
Under Armour Inc Cl C

Consumer Cyclical
-325
- 2.58%
$7.37 - $9.94 $2.4K - $3.23K
12.3K $91K
APD
Air Products & Chemicals, Inc.

Basic Materials
-7
- 0.93%
$285.5 - $335.62 $2K - $2.35K
743 $215K
MO
Altria Group, Inc.

Consumer Defensive
-371
- 3.85%
$49.06 - $57.74 $18.2K - $21.4K
9.27K $484K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.63K
- 2.02%
N/A
128K $0
Ge Healthcare Technologies I
-348
- 11.85%
N/A
2.59K $0
Brookfield Corp
-32
- 0.04%
N/A
82.8K $0
AON
Aon PLC

Financial Services
-24
- 3.33%
$344.14 - $393.31 $8.26K - $9.44K
697 $250K
TOST
Toast, Inc.

Technology
-1.6K
- 21.91%
$27.43 - $43.54 $43.9K - $69.6K
5.7K $207K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-124
- 3.77%
$77.25 - $91.3 $9.58K - $11.3K
3.16K $269K
VFH
Vanguard Financial ETF

ETFs
-15
- 0.66%
$108.87 - $126.2 $1.63K - $1.89K
2.26K $266K
BMY
Bristol Myers Squibb CO

Healthcare
-27
- 0.45%
$51.92 - $59.94 $1.4K - $1.62K
5.96K $336K
XLY
Select Sector Spdr Consumer Di

ETFs
-65
- 2.87%
$194.8 - $239.43 $12.7K - $15.6K
2.2K $493K
VGT
Vanguard Information Technolog

ETFs
-139
- 3.82%
$571.78 - $647.97 $79.5K - $90.1K
3.5K $2.18M
GRMN
Garmin LTD

Technology
-122
- 5.44%
$161.91 - $220.77 $19.8K - $26.9K
2.12K $437K
IVW
Ishares S&P 500 Growth ETF

ETFs
-669
- 3.19%
$94.43 - $105.47 $63.2K - $70.6K
20.3K $2.06M
FFIV
F5, Inc.

Technology
-8
- 0.38%
$213.56 - $263.36 $1.71K - $2.11K
2.08K $522K
IGV
Ishares Expanded Tech Software

ETFs
-200
- 2.28%
$87.5 - $110.17 $17.5K - $22K
8.56K $856K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-59
- 1.28%
$481.22 - $538.17 $28.4K - $31.8K
4.53K $2.32M
AXP
American Express CO

Financial Services
-11
- 0.34%
$267.35 - $305.57 $2.94K - $3.36K
3.23K $958K
DFAU
Dimensional ETF Tr

ETFs
-934
- 0.42%
$39.27 - $42.38 $36.7K - $39.6K
220K $8.92M
DIS
Walt Disney CO

Communication Services
-825
- 5.26%
$92.39 - $117.6 $76.2K - $97K
14.9K $1.65M
IVV
Ishares Core S&P 500 ETF

ETFs
-39
- 0.23%
$570.51 - $610.59 $22.2K - $23.8K
17.2K $10.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-534
- 0.06%
$33.92 - $36.6 $18.1K - $19.5K
896K $31M
JPM
Jpmorgan Chase & CO

Financial Services
-1.17K
- 5.78%
$205.18 - $250.29 $240K - $293K
19.1K $4.58M
KKR
Kkr & Co. Inc.

Financial Services
-3
- 0.01%
$129.87 - $162.87 $390 - $489
47.5K $7.02M
VTI
Vanguard Total Stock Market Et

ETFs
-4.56K
- 1.09%
$280.04 - $302.45 $1.28M - $1.38M
414K $120M
V
Visa Inc.

Financial Services
-393
- 0.77%
$273.87 - $320.91 $108K - $126K
50.8K $16.1M
Activity Summary
Buys All Purchases 158 New Holdings 23 Increased Positions 135 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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