Eisner Amper Wealth Management Corporate Benefits, LLC Sells in Q4 2023

Eisner Amper Wealth Management Corporate Benefits, LLC

  • $274 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-103K
- 55.09%
N/A
84.1K $4.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-14.9K
- 34.16%
$412.55 - $479.0 $6.13M - $7.11M
28.6K $13.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-93.7K
- 54.19%
$51.51 - $55.33 $4.83M - $5.19M
79.2K $4.36M
GBIL
Goldman Sachs Access Treasury

ETFs
-32.6K
- 91.8%
$99.69 - $100.2 $3.25M - $3.27M
2.91K $291K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-18.5K
- 42.1%
$87.96 - $95.4 $1.62M - $1.76M
25.4K $2.4M
IEF
Ishares Barclays

ETFs
-13.5K
- 43.19%
$88.95 - $97.0 $1.2M - $1.31M
17.7K $1.71M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-15.7K
- 24.26%
$74.64 - $77.03 $1.17M - $1.21M
48.9K $3.77M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-69.2K
- 47.16%
$17.41 - $20.79 $1.2M - $1.44M
77.5K $1.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-4.19K
- 62.52%
$196.36 - $245.46 $823K - $1.03M
2.51K $607K
GLDM
World Gold Trust

ETFs
-23.2K
- 41.22%
$36.11 - $41.23 $838K - $957K
33.1K $1.35M
AOR
Ishares Tr Core Growth Allocat

ETFs
-10.2K
- 65.66%
$47.73 - $53.4 $485K - $543K
5.32K $283K
IVW
Ishares S&P 500 Growth ETF

ETFs
-24K
- 12.08%
$65.78 - $75.4 $1.58M - $1.81M
175K $13.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-9.6K
- 15.96%
$141.26 - $169.35 $1.36M - $1.63M
50.5K $8.52M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-9.58K
- 10.11%
$110.2 - $125.58 $1.06M - $1.2M
85.2K $10.6M
SMB
Vaneck Short Muni ETF

ETFs
-18.7K
- 7.05%
$16.61 - $17.14 $310K - $320K
246K $4.21M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-5.91K
- 10.43%
$36.89 - $41.85 $218K - $247K
50.7K $2.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.1K
- 11.85%
$98.71 - $111.84 $109K - $123K
8.21K $917K
SPY
Spdr S&P 500 ETF Trust

ETFs
-180
- 18.52%
$410.68 - $476.69 $73.9K - $85.8K
792 $376K
MUB
Ishares National Muni Bond ETF

ETFs
-1.69K
- 6.52%
$100.97 - $108.77 $170K - $183K
24.1K $2.62M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-171
- 4.06%
$99.71 - $100.17 $17.1K - $17.1K
4.05K $404K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-4.78K
- 6.42%
$26.33 - $29.06 $126K - $139K
69.6K $2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.36K
- 5.75%
$42.52 - $46.2 $143K - $155K
55.1K $2.54M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-281
- 1.87%
$96.33 - $98.68 $27.1K - $27.7K
14.8K $1.46M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.2K
- 10.43%
$38.7 - $46.0 $240K - $285K
53.3K $2.43M
VEA
Vanguard Ftse Developed Market

ETFs
-15.7K
- 8.62%
$41.58 - $47.99 $653K - $753K
166K $7.97M
VBR
Vanguard Small Cap Value ETF

ETFs
-89
- 5.31%
$149.18 - $181.94 $13.3K - $16.2K
1.59K $285K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-34
- 4.53%
$343.66 - $411.5 $11.7K - $14K
717 $294K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-372
- 4.36%
$65.84 - $75.47 $24.5K - $28.1K
8.16K $615K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-918
- 3.35%
$44.09 - $50.95 $40.5K - $46.8K
26.5K $1.35M
IEMG
Ishares Inc

ETFs
-1.48K
- 2.76%
$45.74 - $50.64 $67.7K - $74.9K
52.1K $2.63M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.49K
- 9.44%
$68.97 - $85.01 $240K - $296K
33.4K $2.8M
FJAN
First Exc Trd Viii Cboe Vest U
-7.38K
- 6.31%
N/A
110K $4.36M
EFV
Msci Eafe Value ETF

ETFs
-4.8K
- 3.93%
$46.57 - $52.25 $224K - $251K
117K $6.11M
ISCV
Ishares Morningstar Small Cap

ETFs
-4.27K
- 7.66%
$47.77 - $59.95 $204K - $256K
51.5K $3.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-164
- 2.48%
$256.94 - $304.21 $42.1K - $49.9K
6.46K $1.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.55K
- 4.55%
$66.9 - $76.32 $371K - $423K
116K $8.85M
IWS
Ishares Russell Midcap Value E

ETFs
-1.49K
- 4.29%
$97.63 - $117.08 $145K - $174K
33.2K $3.86M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.7K
- 4.97%
$85.66 - $105.12 $146K - $179K
32.5K $3.4M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-9.84K
- 4.58%
$43.82 - $49.92 $431K - $491K
205K $10.2M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.1K
- 4.25%
$65.62 - $82.7 $138K - $174K
47.3K $3.83M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-9.29K
- 6.01%
$61.43 - $70.36 $571K - $654K
145K $10.2M
EFG
Msci Eafe Growth ETF

ETFs
-2.47K
- 4.03%
$82.53 - $96.98 $204K - $239K
58.9K $5.7M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-3.31K
- 1.15%
$26.55 - $32.72 $87.7K - $108K
284K $9.15M
Activity Summary
Buys All Purchases 22 New Holdings 15 Increased Positions 7 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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