Wp Wealth LLP Reduced Holdings in Q3 2024

Wp Wealth LLP

$482 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
Innovator Etfs Trust	-23.4K - 41.08%	N/A	33.6K $877M
IEF Ishares Barclays ETFs	-3.81K - 52.72%	$92.67 - $99.14 $353K - $378K	3.42K $335M
PJAN Innovator U.S. Equity Power Bu ETFs	-5.99K - 47.82%	$39.31 - $41.32 $236K - $248K	6.54K $270M
PAPR Innovator U.S. Equity Power Bu ETFs	-6.89K - 14.76%	$33.61 - $35.94 $232K - $248K	39.8K $1.43B
VTI Vanguard Total Stock Market Et ETFs	-1.22K - 10.82%	$255.18 - $283.2 $311K - $345K	10K $2.84B
IJAN Innovator Etfs Tr Intl Dev Pwr	-5.57K - 11.71%	N/A	42K $1.38B
Innovator Etfs Trust	-3.88K - 28.98%	N/A	9.5K $298M
PDEC Innovator U.S. Equity Power Bu	-2.91K - 20.66%	N/A	11.2K $429M
Dimensional ETF Trust	-1.85K - 15.96%	N/A	9.72K $615M
EPD Enterprise Products Partners L.P. Energy	-795 - 9.24%	$27.88 - $30.0 $22.2K - $23.9K	7.81K $227M
JPM Jpmorgan Chase & CO Financial Services	-106 - 8.98%	$194.9 - $224.8 $20.7K - $23.8K	1.08K $227M
EAPR Innovator Etfs Tr Emerging Mkt	-792 - 5.48%	$25.09 - $27.24 $19.9K - $21.6K	13.7K $369M
DFNM Dimensional ETF Tr Natl Mun Bd ETFs	-339 - 1.5%	$47.7 - $48.54 $16.2K - $16.5K	22.2K $1.08B
BMY Bristol Myers Squibb CO Healthcare	-778 - 13.65%	$39.66 - $51.75 $30.9K - $40.3K	4.92K $255M
IJH Ishares Core S&P Mid Cap ETF ETFs	-16 - 0.15%	$57.32 - $62.65 $917 - $1K	10.9K $681M
PJUN Innovator U.S. Equity Power Bu ETFs	-3.52K - 2.06%	$34.72 - $36.88 $122K - $130K	167K $6.16B
DFAR Dimensional ETF Tr Dimensional ETFs	-4.16K - 5.82%	$21.91 - $26.03 $91.1K - $108K	67.4K $1.73B
DFUV Dimensional ETF Tr Us Marketwi ETFs	-5.08K - 1.6%	$38.51 - $41.69 $196K - $212K	313K $13.1B

Activity Summary All Purchases 57 New Holdings 22 Increased Positions 35 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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