All Square Wealth Management LLC Sells in Q3 2024

All Square Wealth Management LLC

  • $174 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-405
- 3.94%
$148.65 - $191.18 $60.2K - $77.4K
9.88K $1.64M
IWM
Ishares Russell 2000 ETF

ETFs
-850
- 53.7%
$200.87 - $224.6 $171K - $191K
733 $161K
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 2.59%
$161.02 - $200.0 $32.2K - $40K
7.54K $1.4M
GOOG
Alphabet Inc.

Communication Services
-200
- 10.53%
$149.54 - $192.66 $29.9K - $38.5K
1.7K $284K
CRWD
Crowd Strike Holdings, Inc.

Technology
-122
- 51.91%
$217.89 - $392.15 $26.6K - $47.8K
113 $31K
GIS
General Mills Inc

Consumer Defensive
-838
- 86.13%
$62.5 - $75.15 $52.4K - $63K
135 $9K
ACN
Accenture PLC

Technology
-162
- 57.24%
$295.44 - $355.81 $47.9K - $57.6K
121 $42K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-1.77K
- 31.49%
$28.7 - $35.25 $50.8K - $62.4K
3.85K $132K
CVS
Cvs Health Corp

Healthcare
-597
- 52.05%
$55.81 - $63.18 $33.3K - $37.7K
550 $34K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-500
- 6.02%
$37.19 - $44.15 $18.6K - $22.1K
7.8K $316K
VEU
Vanguard Ftse All World Ex Us

ETFs
-488
- 17.03%
$56.47 - $63.69 $27.6K - $31.1K
2.38K $149K
SBIO
Alps ETF Tr Medical Breakthrou

ETFs
-754
- 25.17%
$32.77 - $38.87 $24.7K - $29.3K
2.24K $83K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-60
- 3.17%
$147.95 - $191.05 $8.88K - $11.5K
1.84K $318K
ADBE
Adobe Inc.

Technology
-11
- 7.86%
$508.13 - $586.55 $5.59K - $6.45K
129 $66K
AMD
Advanced Micro Devices Inc

Technology
-101
- 2.22%
$128.67 - $183.96 $13K - $18.6K
4.46K $731K
LIT
Global X Fds Global X Lithium

ETFs
-300
- 26.09%
$35.01 - $43.59 $10.5K - $13.1K
850 $37K
NYF
Ishares New York Muni Bond ETF

ETFs
-227
- 4.34%
$53.13 - $54.36 $12.1K - $12.3K
5.01K $272K
KD
Kyndryl Holdings, Inc.

Technology
-165
- 43.31%
$21.78 - $27.63 $3.59K - $4.56K
216 $4K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-264
- 17.56%
$25.27 - $30.5 $6.67K - $8.05K
1.24K $36K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-250
- 3.62%
$38.51 - $41.48 $9.63K - $10.4K
6.66K $274K
BSX
Boston Scientific Corp

Healthcare
-95
- 11.22%
$72.96 - $84.0 $6.93K - $7.98K
752 $63K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-75
- 39.47%
$72.18 - $107.33 $5.41K - $8.05K
115 $12K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-49
- 11.29%
$6.71 - $8.78 $329 - $430
385 $3K
Chimera Invt Corp Com Shs
-300
- 47.39%
N/A
333 $0
FXI
Ishares Tr

ETFs
-400
- 14.73%
$24.78 - $32.17 $9.91K - $12.9K
2.32K $73K
IRM
Iron Mountain Inc

Real Estate
-75
- 15.96%
$89.69 - $119.32 $6.73K - $8.95K
395 $46K
AXP
American Express CO

Financial Services
-27
- 9.96%
$225.92 - $271.17 $6.1K - $7.32K
244 $66K
BK
Bank Of New York Mellon Corp

Financial Services
-98
- 9.28%
$59.54 - $72.17 $5.83K - $7.07K
958 $68K
MP
Mp Materials Corp.

Basic Materials
-400
- 13.33%
$10.49 - $18.39 $4.2K - $7.36K
2.6K $45K
HWM
Howmet Aerospace Inc.

Industrials
-80
- 11.33%
$77.3 - $100.22 $6.18K - $8.02K
626 $62K
PHM
Pultegroup Inc

Consumer Cyclical
-90
- 14.85%
$103.95 - $144.98 $9.36K - $13K
516 $74K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-36
- 0.21%
$48.06 - $49.39 $1.73K - $1.78K
17K $839K
SPY
Spdr S&P 500 ETF Trust

ETFs
-55
- 3.6%
$517.38 - $573.86 $28.5K - $31.6K
1.47K $845K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-20
- 2.21%
$386.81 - $423.12 $7.74K - $8.46K
886 $374K
VCIT
Vanguard Intermediate Term Cor

ETFs
-300
- 2.46%
$79.29 - $84.02 $23.8K - $25.2K
11.9K $995K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-438
- 0.21%
$20.73 - $21.42 $9.08K - $9.38K
212K $4.5M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-189
- 2.43%
$61.97 - $69.37 $11.7K - $13.1K
7.58K $523K
VNQ
Vanguard Specialized Funds Van

ETFs
-44
- 1.39%
$82.97 - $98.97 $3.65K - $4.35K
3.13K $304K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-509
- 2.31%
$58.03 - $65.37 $29.5K - $33.3K
21.5K $1.39M
VT
Vanguard Total World Stk Index

ETFs
-333
- 2.17%
$107.72 - $119.96 $35.9K - $39.9K
15K $1.79M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-15
- 0.19%
$102.34 - $114.52 $1.54K - $1.72K
8.09K $925K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 1.66%
$405.19 - $478.57 $20.3K - $23.9K
2.96K $1.36M
BNDX
Vanguard Total International B

ETFs
-1.83K
- 1.17%
$48.42 - $50.35 $88.5K - $92K
154K $7.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.85K
- 1.8%
$76.94 - $79.54 $373K - $386K
265K $21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-350
- 0.28%
$41.9 - $48.26 $14.7K - $16.9K
124K $5.95M
RZV
Invesco Fd Tr

ETFs
-905
- 1.23%
$96.8 - $112.42 $87.6K - $102K
72.5K $7.93M
VEA
Vanguard Ftse Developed Market

ETFs
-2.17K
- 0.94%
$47.6 - $53.31 $103K - $116K
229K $12.1M
Activity Summary
Buys All Purchases 72 New Holdings 17 Increased Positions 55 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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