Family Wealth Partners, LLC Incresed Positions in Q4 2024

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
41.6K
+ 19.46%
$124.26 - $134.12 $5.17M - $5.58M
255K $32.8B
VGIT
Vanguard Intermediate Term Tre

ETFs
37K
+ 20.49%
$57.78 - $60.4 $2.14M - $2.23M
217K $12.6B
AVUV
American Centy ETF Tr Avantis

ETFs
13.8K
+ 20.23%
$94.37 - $106.41 $1.3M - $1.47M
82.1K $7.93B
DUHP
Dimensional ETF Tr Dimensional

ETFs
39.8K
+ 19.91%
$33.62 - $35.69 $1.34M - $1.42M
239K $8.09B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
56.9K
+ 24.88%
$26.16 - $28.82 $1.49M - $1.64M
286K $7.48B
DFSD
Dimensional ETF Tr Short Durat

ETFs
24.2K
+ 20.63%
$46.75 - $47.8 $1.13M - $1.16M
141K $6.63B
AVDV
American Centy ETF Tr Avantis

ETFs
23.1K
+ 25.3%
$63.85 - $70.4 $1.47M - $1.63M
114K $7.44B
DIHP
Dimensional ETF Tr Dimensional

ETFs
61.2K
+ 27.23%
$25.15 - $27.57 $1.54M - $1.69M
286K $7.21B
IDEV
Ishares Core Msci Intl Develop

ETFs
23.5K
+ 26.16%
$64.18 - $70.42 $1.51M - $1.65M
113K $7.29B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14.4K
+ 15.31%
$48.33 - $49.08 $697K - $707K
109K $5.26B
VB
Vanguard Small Cap ETF

ETFs
521
+ 1.8%
$233.76 - $261.58 $122K - $136K
29.5K $7.08B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.38K
+ 7.86%
$81.68 - $82.93 $194K - $197K
32.6K $2.67B
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.03K
+ 16.88%
$48.87 - $53.53 $246K - $269K
34.8K $1.7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.59K
+ 7.1%
$96.64 - $101.23 $250K - $262K
39K $3.78B
FSK
Fs Kkr Capital Corp

Financial Services
1.58K
+ 6.92%
$19.71 - $22.22 $31.1K - $35K
24.4K $529M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
3.78K
+ 10.58%
$62.71 - $68.47 $237K - $259K
39.5K $2.49B
PSEC
Prospect Capital Corp

Financial Services
7.33K
+ 52.76%
$4.16 - $5.34 $30.5K - $39.1K
21.2K $91.4M
AOA
Ishares Tr Core Aggressive All

ETFs
24
+ 0.79%
$76.61 - $79.88 $1.84K - $1.92K
3.07K $235M
DFSI
Dimensional ETF Tr Dimen Intl
83
+ 1.27%
N/A
6.62K $217M
VNQ
Vanguard Specialized Funds Van

ETFs
1.38K
+ 5.74%
$87.85 - $98.6 $121K - $136K
25.4K $2.26B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.18K
+ 4.77%
$63.27 - $70.31 $74.5K - $82.8K
25.9K $1.64B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
686
+ 3.6%
$114.08 - $125.68 $78.3K - $86.2K
19.7K $2.26B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
453
+ 1.56%
$58.88 - $64.8 $26.7K - $29.4K
29.5K $1.74B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
575
+ 2.09%
$70.63 - $78.23 $40.6K - $45K
28.1K $2B
VEA
Vanguard Ftse Developed Market

ETFs
792
+ 1.72%
$47.57 - $52.44 $37.7K - $41.5K
46.9K $2.24B
VEU
Vanguard Ftse All World Ex Us

ETFs
663
+ 1.38%
$57.29 - $63.1 $38K - $41.8K
48.9K $2.81B
Activity Summary
Buys All Purchases 28 New Holdings 1 Increased Positions 27 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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