Abacus Wealth Partners, LLC Purchases in Q4 2024

Abacus Wealth Partners, LLC

  • $670 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
132K
+ 11.13%
$54.54 - $61.04 $7.22M - $8.08M
1.32M $73.6B
DFSB
Dimensional ETF Tr Dimensional
148K
+ 7.64%
N/A
2.08M $106B
DISV
Dimensional ETF Tr Dimensional

ETFs
178K
+ 20.8%
$26.18 - $28.77 $4.67M - $5.13M
1.04M $27.5B
DFSE
Dimensional ETF Tr Dimen Emrgn
67.7K
+ 14.95%
N/A
521K $17.2B
NUSC
Nuveen Esg Small Cap ETF

ETFs
37K
+ 3.13%
$41.74 - $46.2 $1.54M - $1.71M
1.22M $51.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.39K
New
$96.64 - $101.23 $328K - $343K
3.39K $329M
KO
Coca Cola CO

Consumer Defensive
4.04K
New
$61.74 - $71.71 $249K - $290K
4.04K $252M
AVGO
Broadcom Inc.

Technology
1.05K
New
$159.67 - $250.0 $167K - $262K
1.05K $243M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.28K
New
$183.23 - $199.79 $234K - $256K
1.28K $237M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.04K
New
$94.43 - $105.47 $193K - $216K
2.04K $208M
GOOG
Alphabet Inc.

Communication Services
100
+ 1.99%
$163.08 - $198.16 $16.3K - $19.8K
5.13K $977M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
186
+ 5.92%
$172.07 - $207.36 $32K - $38.6K
3.33K $658M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
202
+ 6.06%
$442.29 - $483.08 $89.3K - $97.6K
3.54K $1.6B
FISV
Fiserv Inc

Technology
146
+ 12.34%
N/A
1.33K $273M
DIS
Walt Disney CO

Communication Services
77
+ 2.66%
$92.39 - $117.6 $7.11K - $9.06K
2.97K $331M
WIT
Wipro LTD

Technology
23.8K
+ 218.45%
$3.54 - $7.24 $84.2K - $172K
34.7K $123M
MA
Mastercard Inc

Financial Services
66
+ 15.68%
$491.3 - $536.15 $32.4K - $35.4K
487 $256M
TGB
Taseko Mines LTD

Basic Materials
15K
New
$1.91 - $2.65 $28.6K - $39.7K
15K $29.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
24
+ 4.46%
$481.22 - $538.17 $11.5K - $12.9K
562 $287M
NMR
Nomura Holdings Inc

Financial Services
1.23K
+ 7.19%
$5.05 - $6.25 $6.22K - $7.69K
18.4K $106M
GGB
Gerdau S.A.

Basic Materials
5.9K
+ 34.37%
$2.88 - $3.61 $17K - $21.3K
23.1K $66.5M
IBM
International Business Machines Corp

Technology
1
+ 0.08%
$204.9 - $238.04 $205 - $238
1.33K $293M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
64
+ 0.66%
$74.5 - $78.37 $4.77K - $5.02K
9.7K $725M
Dimensional ETF Trust
2.93K
+ 8.72%
N/A
36.5K $931M
CARR
Carrier Global Corp

Industrials
32
+ 0.94%
$66.69 - $82.65 $2.13K - $2.64K
3.45K $236M
AMD
Advanced Micro Devices Inc

Technology
102
+ 2.12%
$118.88 - $172.8 $12.1K - $17.6K
4.92K $595M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
42.7K
+ 4.93%
$34.46 - $38.29 $1.47M - $1.64M
909K $31.6B
DFSI
Dimensional ETF Tr Dimen Intl
34.5K
+ 6.94%
N/A
532K $17.5B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
46.3K
+ 4.41%
$29.02 - $32.11 $1.34M - $1.49M
1.1M $31.9B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
5.3K
+ 0.22%
$18.36 - $19.53 $97.3K - $104K
2.39M $43.8B
Manager Directed Portfolios
1M
+ 6.9%
N/A
15.5M $157B
Activity Summary
Buys All Purchases 32 New Holdings 7 Increased Positions 25 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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