Integris Wealth Management, LLC Sells in Q3 2024

Integris Wealth Management, LLC

  • $358 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-50.1K
- 6.32%
$76.38 - $78.87 $3.83M - $3.96M
743K $58.5B
SUB
Ishares Short Term National Mu

ETFs
-8.2K
- 18.49%
$104.3 - $106.3 $855K - $872K
36.2K $3.84B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.12K
- 5.09%
$98.99 - $101.51 $309K - $317K
58.2K $5.9B
INTC
Intel Corp

Technology
-1K
- 8.08%
$18.9 - $34.87 $18.9K - $34.9K
11.4K $267M
AMAT
Applied Materials Inc

Technology
-72
- 5.5%
$174.88 - $254.97 $12.6K - $18.4K
1.24K $250M
EMB
Ishares Tr

ETFs
-522
- 10.0%
$87.75 - $93.74 $45.8K - $48.9K
4.7K $440M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-57
- 9.39%
$475.2 - $527.7 $27.1K - $30.1K
550 $290M
V
Visa Inc.

Financial Services
-28
- 3.02%
$253.74 - $291.56 $7.1K - $8.16K
899 $247M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-39
- 0.58%
$58.03 - $65.37 $2.26K - $2.55K
6.73K $436M
TSLA
Tesla, Inc.

Consumer Cyclical
-884
- 21.75%
$191.76 - $263.26 $170K - $233K
3.18K $832M
IYR
Ishares Tr

ETFs
-23
- 0.88%
$86.93 - $103.61 $2K - $2.38K
2.58K $263M
PG
Procter & Gamble CO

Consumer Defensive
-104
- 1.24%
$160.76 - $177.82 $16.7K - $18.5K
8.27K $1.43B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-517
- 4.15%
$40.45 - $47.24 $20.9K - $24.4K
11.9K $560M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-191
- 0.55%
$32.04 - $37.11 $6.12K - $7.09K
34.2K $1.25B
SCHC
Schwab Strategic Tr Intl Small

ETFs
-635
- 1.5%
$34.48 - $38.87 $21.9K - $24.7K
41.8K $1.61B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-333
- 1.23%
$113.45 - $126.18 $37.8K - $42K
26.8K $3.38B
EPP
Ishares Inc

ETFs
-881
- 2.05%
$41.3 - $48.84 $36.4K - $43K
42.2K $2.06B
VNQ
Vanguard Specialized Funds Van

ETFs
-43
- 0.26%
$82.97 - $98.97 $3.57K - $4.26K
16.3K $1.59B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-622
- 0.65%
$69.61 - $79.56 $43.3K - $49.5K
94.9K $7.44B
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.02K
- 1.26%
$57.83 - $67.29 $59.2K - $68.9K
80.5K $5.36B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.74K
- 1.82%
$55.51 - $61.51 $152K - $168K
148K $8.99B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.87K
- 1.43%
$65.06 - $71.72 $187K - $206K
198K $14.1B
VV
Vanguard Large Cap ETF

ETFs
-205
- 0.36%
$236.92 - $263.4 $48.6K - $54K
56.8K $15B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.51K
- 2.35%
$520.18 - $576.82 $783K - $868K
62.5K $36.1B
CAT
Caterpillar Inc

Industrials
-177
- 0.67%
$316.8 - $391.12 $56.1K - $69.2K
26.1K $10.2B
Dimensional ETF Trust
-3.87K
- 0.76%
N/A
502K $14.5B
Activity Summary
Buys All Purchases 46 New Holdings 13 Increased Positions 33 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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