Equita Financial Network, Inc. Purchases in Q3 2024

Equita Financial Network, Inc.

  • $274 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
26.8K
+ 26.49%
$255.18 - $283.2 $6.84M - $7.59M
128K $36.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
89.6K
+ 13.45%
$28.25 - $31.7 $2.53M - $2.84M
756K $23.3M
VEA
Vanguard Ftse Developed Market

ETFs
28.9K
+ 6.52%
$47.6 - $53.31 $1.38M - $1.54M
473K $25M
VCIT
Vanguard Intermediate Term Cor

ETFs
18.7K
+ 13.58%
$79.29 - $84.02 $1.48M - $1.57M
157K $13.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
41.9K
+ 11.58%
$26.06 - $29.18 $1.09M - $1.22M
404K $11.7M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
50.1K
+ 12.88%
$25.21 - $28.46 $1.26M - $1.43M
439K $12.4M
DFSU
Dimensional ETF Tr Dimen Us Su
45.2K
New
N/A
45.2K $1.68M
AVRE
American Centy ETF Tr Avantis
16.9K
+ 12.91%
$40.95 - $48.28 $693K - $818K
148K $6.98M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15.8K
+ 13.95%
$58.03 - $65.37 $915K - $1.03M
129K $8.34M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
31.9K
+ 12.14%
$27.8 - $29.26 $886K - $932K
294K $8.55M
VXF
Vanguard Extended Market ETF

ETFs
3.16K
+ 8.21%
$163.98 - $182.92 $518K - $578K
41.7K $7.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.12K
+ 35.55%
$517.38 - $573.86 $577K - $640K
4.25K $2.44M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12K
+ 13.95%
$49.93 - $51.15 $598K - $612K
97.8K $5M
TDVG
T Rowe Price Exchange Traded F

Technology
16.6K
New
$37.87 - $40.96 $629K - $680K
16.6K $680K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.3K
New
$44.83 - $47.42 $598K - $632K
13.3K $628K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.22K
+ 10.79%
$98.99 - $101.51 $516K - $529K
53.6K $5.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
986
+ 58.24%
$475.2 - $527.7 $469K - $520K
2.68K $1.41M
USXF
Ishares Esg Advanced Msci Usa

Technology
9.36K
+ 23.15%
$43.59 - $49.35 $408K - $462K
49.8K $2.44M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.79K
+ 7.68%
$76.94 - $79.54 $369K - $381K
67.2K $5.34M
DFSI
Dimensional ETF Tr Dimen Intl
12.5K
New
N/A
12.5K $446K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
4.12K
+ 13.15%
$64.83 - $72.82 $267K - $300K
35.4K $2.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
451
+ 0.48%
$59.93 - $66.52 $27K - $30K
93.6K $6.23M
BNDX
Vanguard Total International B

ETFs
5.92K
+ 17.61%
$48.42 - $50.35 $287K - $298K
39.5K $1.99M
AOA
Ishares Tr Core Aggressive All

ETFs
4.44K
New
$72.11 - $79.05 $320K - $351K
4.44K $351K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.07K
+ 5.37%
$33.74 - $37.96 $137K - $154K
79.8K $3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.65K
+ 2.63%
$41.9 - $48.26 $69K - $79.5K
64.2K $3.07M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
3.61K
+ 9.15%
$37.61 - $41.72 $136K - $151K
43.1K $1.8M
MSFT
Microsoft Corp

Technology
724
+ 50.49%
$395.15 - $467.56 $286K - $339K
2.16K $929K
LOW
Lowes Companies Inc

Consumer Cyclical
163
+ 3.44%
$213.3 - $270.78 $34.8K - $44.1K
4.91K $1.33M
MUB
Ishares National Muni Bond ETF

ETFs
1.22K
+ 1.71%
$106.13 - $108.7 $129K - $132K
72.5K $7.87M
AVDV
American Centy ETF Tr Avantis

ETFs
1.04K
+ 2.99%
$62.52 - $71.12 $65.1K - $74.1K
35.9K $2.54M
TCHP
T Rowe Price Exchange Traded F

Technology
6.49K
New
$35.14 - $40.43 $228K - $262K
6.49K $257K
PEAK
Healthpeak Properties, Inc.

Real Estate
965
+ 1.37%
N/A
71.5K $1.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
535
New
$405.19 - $478.57 $217K - $256K
535 $246K
VGT
Vanguard Information Technolog

ETFs
419
New
$514.43 - $606.85 $216K - $254K
419 $246K
IFRA
Ishares Tr

ETFs
5.2K
New
$41.55 - $46.97 $216K - $244K
5.2K $244K
JPM
Jpmorgan Chase & CO

Financial Services
1.07K
New
$194.9 - $224.8 $209K - $241K
1.07K $226K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.88K
+ 8.12%
$73.86 - $84.2 $139K - $158K
25K $2.07M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.55K
+ 12.07%
$38.89 - $42.97 $99.1K - $110K
23.7K $1.01M
VV
Vanguard Large Cap ETF

ETFs
334
+ 7.11%
$236.92 - $263.4 $79.1K - $88K
5.03K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
883
+ 46.99%
$161.02 - $200.0 $142K - $177K
2.76K $515K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.06K
+ 11.22%
$32.04 - $37.11 $66.1K - $76.6K
20.4K $745K
VNQ
Vanguard Specialized Funds Van

ETFs
906
+ 37.77%
$82.97 - $98.97 $75.2K - $89.7K
3.31K $322K
NVDA
Nvidia Corp

Technology
1.02K
+ 18.98%
$98.91 - $134.91 $101K - $137K
6.39K $776K
VO
Vanguard Mid Cap ETF

ETFs
205
+ 11.62%
$237.84 - $263.83 $48.8K - $54.1K
1.97K $519K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1.56K
+ 32.95%
$46.29 - $48.52 $72.3K - $75.7K
6.3K $304K
META
Meta Platforms, Inc.

Communication Services
77
+ 16.11%
$453.41 - $572.44 $34.9K - $44.1K
555 $318K
LLY
Eli Lilly & CO

Healthcare
94
+ 12.89%
$772.14 - $960.02 $72.6K - $90.2K
823 $729K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
847
+ 25.66%
$61.6 - $65.13 $52.2K - $55.2K
4.15K $269K
Activity Summary
Buys All Purchases 54 New Holdings 10 Increased Positions 44 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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