Bip Wealth, LLC Sells in Q3 2024

Bip Wealth, LLC

  • $1.47 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-1.91K
- 28.1%
$119.99 - $135.74 $229K - $259K
4.88K $659M
GOOG
Alphabet Inc.

Communication Services
-199
- 2.65%
$149.54 - $192.66 $29.8K - $38.3K
7.31K $1.22B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.91K
- 39.92%
$47.18 - $48.74 $137K - $142K
4.38K $213M
NVO
Novo Nordisk A S

Healthcare
-26
- 0.74%
$119.07 - $145.42 $3.1K - $3.78K
3.5K $417M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.88K
- 10.61%
$32.36 - $33.78 $93.1K - $97.2K
24.2K $817M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-328
- 6.68%
$114.52 - $127.8 $37.6K - $41.9K
4.59K $575M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-983
- 3.76%
$76.94 - $79.54 $75.6K - $78.2K
25.2K $2B
CSCO
Cisco Systems, Inc.

Technology
-1.18K
- 12.92%
$44.74 - $53.22 $52.9K - $63K
7.97K $424M
IVW
Ishares S&P 500 Growth ETF

ETFs
-208
- 5.29%
$84.77 - $97.13 $17.6K - $20.2K
3.73K $357M
T
At&T Inc.

Communication Services
-2.72K
- 14.34%
$18.21 - $22.28 $49.6K - $60.6K
16.3K $358M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-78
- 2.09%
$76.38 - $78.87 $5.96K - $6.15K
3.66K $288M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-123
- 4.99%
$283.28 - $314.39 $34.8K - $38.7K
2.34K $737M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-592
- 6.86%
$46.9 - $51.96 $27.8K - $30.8K
8.04K $414M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.75K
- 8.09%
$41.02 - $46.01 $71.8K - $80.6K
19.9K $906M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 0.79%
$434.77 - $502.96 $6.52K - $7.54K
1.88K $919M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-479
- 1.31%
$25.19 - $26.39 $12.1K - $12.6K
36.1K $950M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-23
- 1.85%
$386.81 - $423.12 $8.9K - $9.73K
1.22K $516M
IFRA
Ishares Tr

ETFs
-15
- 0.23%
$41.55 - $46.97 $623 - $705
6.43K $302M
PWR
Quanta Services, Inc.

Industrials
-3
- 0.36%
$239.58 - $298.23 $719 - $895
840 $251M
NKE
Nike, Inc.

Consumer Cyclical
-181
- 4.12%
$71.09 - $89.44 $12.9K - $16.2K
4.21K $372M
IWR
Ishares Russell Mid Cap ETF

ETFs
-176
- 2.07%
$79.92 - $88.19 $14.1K - $15.5K
8.32K $733M
EFG
Msci Eafe Growth ETF

ETFs
-111
- 1.05%
$96.84 - $108.77 $10.7K - $12.1K
10.4K $1.12B
GPN
Global Payments Inc

Industrials
-200
- 1.73%
$92.66 - $112.97 $18.5K - $22.6K
11.4K $1.17B
IWV
Ishares Russell 3000 ETF

ETFs
-4
- 0.09%
$294.75 - $326.73 $1.18K - $1.31K
4.53K $1.48B
SNV
Synovus Financial Corp

Financial Services
-234
- 1.05%
$39.32 - $47.62 $9.2K - $11.1K
22.1K $981M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-74
- 0.47%
$113.41 - $125.62 $8.39K - $9.3K
15.7K $1.98B
RWO
Spdr Dow Jones Global Real Est

ETFs
-506
- 1.48%
$41.23 - $48.48 $20.9K - $24.5K
33.6K $1.6B
ORCL
Oracle Corp

Technology
-26
- 0.32%
$125.9 - $170.35 $3.27K - $4.43K
8.19K $1.4B
Activity Summary
Buys All Purchases 188 New Holdings 52 Increased Positions 136 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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