Bcu Wealth Advisors, LLC Purchases in Q3 2024

Bcu Wealth Advisors, LLC

  • $168 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
342K
+ 18.99%
$31.05 - $34.29 $10.6M - $11.7M
2.14M $73.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
89.8K
+ 16.72%
$25.36 - $28.37 $2.28M - $2.55M
627K $17.6B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
27K
+ 25.2%
$44.83 - $47.42 $1.21M - $1.28M
134K $6.32B
DFSD
Dimensional ETF Tr Short Durat

ETFs
27.6K
+ 14.51%
$47.0 - $47.84 $1.3M - $1.32M
218K $10.4B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24.1K
+ 15.5%
$41.34 - $43.55 $994K - $1.05M
179K $7.74B
EFV
Msci Eafe Value ETF

ETFs
20.2K
+ 172.54%
$51.72 - $57.96 $1.05M - $1.17M
32K $1.84B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
31.7K
+ 18.52%
$25.21 - $28.46 $799K - $902K
203K $5.71B
DFAU
Dimensional ETF Tr

ETFs
16.6K
+ 21.84%
$35.8 - $39.69 $593K - $658K
92.4K $3.67B
DFAI
Dimensional ETF Tr

ETFs
19.5K
+ 20.36%
$28.69 - $32.06 $559K - $625K
115K $3.66B
DFAR
Dimensional ETF Tr Dimensional

ETFs
15.2K
+ 19.69%
$21.91 - $26.03 $332K - $394K
92.1K $2.36B
Blackrock ETF Trust Ii
6.85K
+ 60.76%
N/A
18.1K $970M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.43K
+ 12.98%
$162.64 - $179.3 $233K - $257K
12.5K $2.24B
VTI
Vanguard Total Stock Market Et

ETFs
1.22K
New
$255.18 - $283.2 $311K - $345K
1.22K $345M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.76K
+ 12.23%
$44.24 - $49.47 $210K - $235K
43.6K $2.16B
DFAE
Dimensional ETF Tr

ETFs
7.3K
+ 22.0%
$24.46 - $27.82 $179K - $203K
40.5K $1.11B
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.47K
+ 10.92%
$40.69 - $42.46 $182K - $190K
45.4K $1.92B
IFRA
Ishares Tr

ETFs
4.74K
New
$41.55 - $46.97 $197K - $223K
4.74K $223M
IVE
Ishares S&P 500 Value ETF

ETFs
644
+ 11.34%
$181.06 - $197.17 $117K - $127K
6.32K $1.25B
ORCL
Oracle Corp

Technology
1.23K
New
$125.9 - $170.35 $155K - $210K
1.23K $210M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.48K
New
$77.24 - $83.67 $191K - $207K
2.48K $207M
JNJ
Johnson & Johnson

Healthcare
1.24K
New
$145.48 - $167.38 $181K - $208K
1.24K $201M
WMT
Walmart Inc.

Consumer Defensive
2.48K
New
$66.91 - $81.4 $166K - $202K
2.48K $200M
MBB
Ishares Tr

ETFs
1.26K
+ 8.58%
$90.85 - $96.66 $115K - $122K
16K $1.53B
IVW
Ishares S&P 500 Growth ETF

ETFs
634
+ 2.51%
$84.77 - $97.13 $53.7K - $61.6K
25.9K $2.48B
ABBV
Abb Vie Inc.

Healthcare
29
+ 0.59%
$163.84 - $199.33 $4.75K - $5.78K
4.91K $969M
EFG
Msci Eafe Growth ETF

ETFs
393
+ 2.51%
$96.84 - $108.77 $38.1K - $42.7K
16K $1.73B
BAX
Baxter International Inc

Healthcare
172
+ 0.87%
$32.85 - $40.26 $5.65K - $6.92K
19.9K $755M
AAPL
Apple Inc.

Technology
3
+ 0.09%
$207.23 - $234.82 $622 - $704
3.3K $770M
GE
General Electric CO

Industrials
3
+ 0.14%
$156.66 - $189.66 $470 - $569
2.09K $394M
QQQ
Invesco Qqq Trust, Series 1

ETFs
102
+ 9.96%
$434.77 - $502.96 $44.3K - $51.3K
1.13K $549M
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.3%
$182.15 - $182.15 $1.64K - $1.64K
2.97K $588M
ABT
Abbott Laboratories

Healthcare
16
+ 0.36%
$100.07 - $118.13 $1.6K - $1.89K
4.49K $512M
CVS
Cvs Health Corp

Healthcare
56
+ 0.54%
$55.81 - $63.18 $3.13K - $3.54K
10.5K $662M
PM
Philip Morris International Inc.

Consumer Defensive
8
+ 0.39%
$101.25 - $127.45 $810 - $1.02K
2.04K $247M
IYW
Ishares Dj Us Tech ETF

ETFs
223
+ 4.18%
$133.16 - $158.73 $29.7K - $35.4K
5.56K $843M
EMB
Ishares Tr

ETFs
218
+ 8.84%
$87.75 - $93.74 $19.1K - $20.4K
2.68K $251M
DSTL
ETF Ser Solution Distillate Us

ETFs
10
+ 0.17%
$50.87 - $56.8 $509 - $568
5.85K $332M
DGRO
Ishares Core Dividend Growth E

ETFs
25
+ 0.51%
$57.47 - $62.76 $1.44K - $1.57K
4.95K $310M
MGC
Vanguard Mega Cap ETF

ETFs
10
+ 0.42%
$185.93 - $206.64 $1.86K - $2.07K
2.38K $493M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8
+ 0.25%
$113.45 - $126.18 $908 - $1.01K
3.16K $399M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.21%
$61.47 - $67.36 $676 - $741
5.33K $358M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.14%
$194.66 - $225.97 $389 - $452
1.44K $316M
XLK
Technology Sector Spdr

ETFs
1
+ 0.11%
$197.34 - $237.68 $197 - $238
891 $201M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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