Monument Group Wealth Advisors, LLC Sells in Q3 2024

Monument Group Wealth Advisors, LLC

  • $166 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
-19.1K
- 58.41%
$21.91 - $26.03 $419K - $498K
13.6K $349M
WTW
Willis Towers Watson PLC

Financial Services
-649
- 21.5%
$257.34 - $294.53 $167K - $191K
2.37K $698M
MSFT
Microsoft Corp

Technology
-66
- 3.57%
$395.15 - $467.56 $26.1K - $30.9K
1.78K $767M
JPM
Jpmorgan Chase & CO

Financial Services
-243
- 13.94%
$194.9 - $224.8 $47.4K - $54.6K
1.5K $316M
GOOG
Alphabet Inc.

Communication Services
-13
- 0.63%
$149.54 - $192.66 $1.94K - $2.5K
2.04K $340M
VGSH
Vanguard

ETFs
-170
- 1.63%
$57.74 - $59.13 $9.82K - $10.1K
10.3K $607M
XOM
Exxon Mobil Corp

Energy
-37
- 0.75%
$109.72 - $119.0 $4.06K - $4.4K
4.93K $578M
JNJ
Johnson & Johnson

Healthcare
-12
- 0.82%
$145.48 - $167.38 $1.75K - $2.01K
1.45K $235M
ADP
Automatic Data Processing Inc

Industrials
-10
- 1.16%
$233.44 - $279.45 $2.33K - $2.79K
849 $235M
IBM
International Business Machines Corp

Technology
-51
- 2.82%
$175.1 - $223.38 $8.93K - $11.4K
1.76K $389M
VBR
Vanguard Small Cap Value ETF

ETFs
-66
- 1.06%
$179.99 - $201.6 $11.9K - $13.3K
6.19K $1.24B
AAPL
Apple Inc.

Technology
-14
- 0.23%
$207.23 - $234.82 $2.9K - $3.29K
6.14K $1.43B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-457
- 0.93%
$41.9 - $48.26 $19.1K - $22.1K
48.8K $2.34B
VTV
Vanguard Value ETF

ETFs
-65
- 0.39%
$159.75 - $174.57 $10.4K - $11.3K
16.7K $2.91B
VTI
Vanguard Total Stock Market Et

ETFs
-1.03K
- 1.77%
$255.18 - $283.2 $263K - $292K
57.1K $16.2B
VEA
Vanguard Ftse Developed Market

ETFs
-610
- 0.32%
$47.6 - $53.31 $29K - $32.5K
191K $10.1B
Activity Summary
Buys All Purchases 12 New Holdings 2 Increased Positions 10 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email