Robinson Smith Wealth Advisors LLC Reduced Holdings in Q2 2024

Robinson Smith Wealth Advisors LLC

  • $114 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-7.47K
- 22.52%
$45.82 - $46.9 $342K - $350K
25.7K $1.2B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-991
- 5.45%
$51.55 - $52.29 $51.1K - $51.8K
17.2K $895M
PEP
Pepsico Inc

Consumer Defensive
-87
- 2.18%
$163.33 - $183.11 $14.2K - $15.9K
3.9K $642M
IBM
International Business Machines Corp

Technology
-93
- 5.53%
$164.43 - $190.9 $15.3K - $17.8K
1.59K $275M
VTV
Vanguard Value ETF

ETFs
-98
- 3.61%
$154.57 - $163.65 $15.1K - $16K
2.62K $420M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-57
- 0.72%
$96.55 - $102.71 $5.5K - $5.85K
7.86K $785M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-252
- 2.32%
$49.55 - $50.44 $12.5K - $12.7K
10.6K $531M
VUSB
Vanguard Bd Index Fds
-111
- 1.6%
N/A
6.82K $338M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-185
- 1.07%
$87.04 - $101.61 $16.1K - $18.8K
17.1K $1.72B
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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