Yardley Wealth Management LLC Reduced Holdings in Q4 2024

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-46
- 0.39%
$105.78 - $108.7 $4.87K - $5K
11.7K $1.24M
IWV
Ishares Russell 3000 ETF

ETFs
-45
- 0.75%
$323.08 - $349.08 $14.5K - $15.7K
5.98K $2M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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