Certus Wealth Management, LLC Sells in Q3 2024

Certus Wealth Management, LLC

$142 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT Ishares Core S&P Total U.S. St ETFs	-32.1K - 36.04%	$113.41 - $125.62 $3.64M - $4.04M	57K $7.16M
ESGU Ishares Trust Ishares Esg Awar ETFs	-22.9K - 83.58%	$113.45 - $126.18 $2.59M - $2.88M	4.49K $566K
VTV Vanguard Value ETF ETFs	-14.7K - 67.31%	$159.75 - $174.57 $2.35M - $2.56M	7.13K $1.24M
OEF Ishares S&P 100 ETF ETFs	-4.82K - 52.66%	$266.03 - $266.03 $1.28M - $1.28M	4.33K $1.15M
IXN Ishares Global Information Tec ETFs	-14.2K - 46.34%	$73.0 - $87.81 $1.04M - $1.25M	16.4K $1.36M
HEFA Ishares Currency Hedged Msci E ETFs	-27.7K - 82.73%	$32.34 - $35.85 $896K - $994K	5.79K $205K
IEMG Ishares Inc ETFs	-7.88K - 49.73%	$53.64 - $53.64 $422K - $422K	7.96K $427K
VTI Vanguard Total Stock Market Et ETFs	-675 - 21.89%	$255.18 - $283.2 $172K - $191K	2.41K $682K
VMBS Vanguard Mortg Backed Sec ETF ETFs	-4.45K - 8.56%	$44.9 - $47.55 $200K - $212K	47.5K $2.24M
SUB Ishares Short Term National Mu ETFs	-1.15K - 8.71%	$104.3 - $106.3 $119K - $122K	12K $1.28M
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	-1.84K - 6.72%	$27.8 - $29.26 $51.2K - $53.9K	25.6K $744K
USMV Ishares Msci Usa Min Vol Facto ETFs	-311 - 2.82%	$83.76 - $91.82 $26K - $28.6K	10.7K $980K
IEFA Ishares Tr ETFs	-759 - 2.74%	$70.09 - $78.74 $53.2K - $59.8K	27K $2.11M
IEF Ishares Barclays ETFs	-18 - 0.07%	$92.67 - $99.14 $1.67K - $1.78K	25.7K $2.53M
VUG Vanguard Growth ETF ETFs	-347 - 1.36%	$341.08 - $391.94 $118K - $136K	25.1K $9.64M
ORCL Oracle Corp Technology	-22 - 0.2%	$125.9 - $170.35 $2.77K - $3.75K	11.1K $1.9M
AAPL Apple Inc. Technology	-485 - 1.86%	$207.23 - $234.82 $101K - $114K	25.6K $5.96M

Activity Summary All Purchases 23 New Holdings 4 Increased Positions 19 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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