Apella Capital, LLC Reduced Holdings in Q3 2024

Apella Capital, LLC

  • $2.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-51.1K
- 54.93%
$39.47 - $49.4 $2.02M - $2.52M
41.9K $1.99M
AVUS
American Centy ETF Tr Avantis

ETFs
-19.6K
- 9.36%
$86.27 - $95.15 $1.69M - $1.86M
189K $18M
USFR
Wisdomtree Floating Rate Treas

ETFs
-15.5K
- 56.55%
$50.2 - $50.48 $777K - $781K
11.9K $597K
AVEM
American Centy ETF Tr Avantis

ETFs
-12.1K
- 15.77%
$57.2 - $65.59 $691K - $792K
64.5K $4.17M
DFAE
Dimensional ETF Tr

ETFs
-26K
- 19.31%
$24.46 - $27.82 $636K - $723K
109K $2.98M
DFAI
Dimensional ETF Tr

ETFs
-26.5K
- 13.78%
$28.69 - $32.06 $761K - $850K
166K $5.27M
AVDE
American Centy ETF Tr Avantis

ETFs
-20.1K
- 10.41%
$60.09 - $67.67 $1.21M - $1.36M
173K $11.6M
AVIG
American Centy ETF Tr Avantis

ETFs
-10.5K
- 20.48%
$40.41 - $42.73 $425K - $449K
40.8K $1.74M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.8K
- 11.75%
$76.94 - $79.54 $446K - $461K
43.5K $3.46M
VGIT
Vanguard Intermediate Term Tre

ETFs
-5.6K
- 23.48%
$57.8 - $60.8 $324K - $341K
18.3K $1.1M
VIG
Vanguard Dividend Appreciation

ETFs
-1.12K
- 1.74%
$182.15 - $182.15 $204K - $204K
63.3K $11.5M
VT
Vanguard Total World Stk Index

ETFs
-4.14K
- 9.59%
$107.72 - $119.96 $446K - $496K
39K $4.67M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.83K
- 13.28%
$74.26 - $78.84 $210K - $223K
18.5K $1.45M
SNPS
Synopsys Inc

Technology
-128
- 17.85%
$463.97 - $621.3 $59.4K - $79.5K
589 $298K
IEMG
Ishares Inc

ETFs
-2.07K
- 5.31%
$53.64 - $53.64 $111K - $111K
36.9K $1.98M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.05K
- 19.21%
$90.01 - $95.32 $94.7K - $100K
4.42K $418K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.76K
- 6.45%
$21.05 - $21.17 $58K - $58.3K
39.9K $843K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.81K
- 6.39%
$20.47 - $20.71 $57.5K - $58.2K
41.1K $848K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-470
- 16.74%
$100.09 - $100.69 $47K - $47.3K
2.34K $235K
VLO
Valero Energy Corp

Energy
-30
- 1.64%
$132.81 - $163.48 $3.98K - $4.9K
1.8K $243K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.96K
- 6.38%
$19.2 - $19.63 $56.8K - $58.1K
43.4K $848K
PCAR
Paccar Inc

Industrials
-18
- 0.23%
$91.64 - $109.98 $1.65K - $1.98K
7.97K $786K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-2.91K
- 8.02%
$18.12 - $18.92 $52.7K - $55K
33.3K $627K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-2.82K
- 6.32%
$19.92 - $20.67 $56.1K - $58.2K
41.8K $859K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-2.69K
- 5.91%
$19.2 - $19.82 $51.6K - $53.3K
42.8K $843K
DIS
Walt Disney CO

Communication Services
-64
- 0.9%
$85.6 - $98.61 $5.48K - $6.31K
7.01K $674K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.31K
- 5.37%
$49.77 - $51.95 $65.3K - $68.2K
23.1K $1.2M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.24K
- 11.5%
$11.52 - $12.52 $37.3K - $40.5K
24.9K $307K
BAC
Bank Of America Corp

Financial Services
-392
- 3.48%
$36.65 - $44.13 $14.4K - $17.3K
10.9K $431K
EMLP
First Tr Exchange Traded Iv

ETFs
-2.91K
- 11.13%
$30.38 - $34.0 $88.3K - $98.8K
23.2K $780K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-342
- 9.06%
$61.11 - $67.85 $20.9K - $23.2K
3.43K $232K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-411
- 6.87%
$48.4 - $50.91 $19.9K - $20.9K
5.57K $281K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-277
- 10.48%
$77.02 - $85.06 $21.3K - $23.6K
2.37K $200K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-4.61K
- 6.34%
N/A
68.1K $0
Dimensional ETF Trust
-40.9K
- 11.62%
N/A
311K $0
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-540
- 1.87%
$46.89 - $52.24 $25.3K - $28.2K
28.4K $1.47M
AVGE
American Centy ETF Tr Avantis
-9.46K
- 44.08%
N/A
12K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-465
- 3.18%
$22.38 - $23.66 $10.4K - $11K
14.2K $331K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-288
- 5.35%
$65.06 - $71.72 $18.7K - $20.7K
5.09K $362K
VV
Vanguard Large Cap ETF

ETFs
-13
- 1.53%
$236.92 - $263.4 $3.08K - $3.42K
834 $219K
OMFL
Invesco Exchange Traded Self I

ETFs
-110
- 0.31%
$47.65 - $52.99 $5.24K - $5.83K
35.8K $1.9M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-12
- 0.18%
$30.27 - $34.42 $363 - $413
6.63K $226K
SPMD
Spdr Portfolio

ETFs
-48
- 0.78%
$50.29 - $54.92 $2.41K - $2.64K
6.1K $333K
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-4
- 0.11%
$62.57 - $70.53 $250 - $282
3.53K $244K
VUG
Vanguard Growth ETF

ETFs
-2
- 0.08%
$341.08 - $391.94 $682 - $784
2.43K $933K
FNDX
Schwab Fundamental U S Large C

ETFs
-421
- 3.41%
$65.36 - $71.76 $27.5K - $30.2K
11.9K $856K
FDS
Factset Research Systems Inc

Financial Services
-3
- 0.43%
$397.04 - $469.48 $1.19K - $1.41K
700 $321K
VZ
Verizon Communications Inc

Communication Services
-379
- 2.67%
$38.89 - $45.0 $14.7K - $17.1K
13.8K $620K
OMFS
Invesco Exchange Traded Self I

ETFs
-84
- 0.65%
$35.01 - $39.74 $2.94K - $3.34K
12.9K $510K
Activity Summary
Buys All Purchases 206 New Holdings 20 Increased Positions 186 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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