Aquire Wealth Advisors, LLC Purchases in Q4 2024

Aquire Wealth Advisors, LLC

  • $323 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
121K
+ 3.47%
$39.27 - $42.38 $4.76M - $5.14M
3.62M $146M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.5K
+ 9.22%
$96.64 - $101.23 $1.02M - $1.07M
125K $12.1M
MUB
Ishares National Muni Bond ETF

ETFs
5.01K
+ 6.38%
$105.78 - $108.7 $530K - $544K
83.4K $8.89M
TSLA
Tesla, Inc.

Consumer Cyclical
2
+ 0.09%
$213.65 - $479.86 $427 - $960
2.22K $898K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
589
New
$442.29 - $483.08 $261K - $285K
589 $266K
VO
Vanguard Mid Cap ETF

ETFs
792
New
$261.5 - $284.63 $207K - $225K
792 $209K
COST
Costco Wholesale Corp

Consumer Defensive
223
New
$873.59 - $994.69 $195K - $222K
223 $204K
APH
Amphenol Corp

Technology
2.94K
New
$62.07 - $75.35 $182K - $221K
2.94K $204K
NFLX
Netflix Inc

Communication Services
228
New
$687.65 - $936.56 $157K - $214K
228 $203K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.92K
+ 5.9%
$32.65 - $33.68 $324K - $334K
178K $5.84M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
12.1K
+ 5.95%
$25.25 - $26.34 $305K - $319K
215K $5.45M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.38K
+ 4.79%
$45.38 - $46.88 $199K - $205K
95.7K $4.37M
NVDA
Nvidia Corp

Technology
108
+ 2.02%
$117.0 - $148.88 $12.6K - $16.1K
5.46K $733K
GOOGL
Alphabet Inc.

Communication Services
110
+ 5.51%
$161.86 - $196.66 $17.8K - $21.6K
2.11K $398K
SPY
Spdr S&P 500 ETF Trust

ETFs
29
+ 5.74%
$567.81 - $607.81 $16.5K - $17.6K
534 $312K
VGT
Vanguard Information Technolog

ETFs
15
+ 4.31%
$571.78 - $647.97 $8.58K - $9.72K
363 $225K
GLD
Spdr Gold Trust

ETFs
71
+ 4.73%
$236.59 - $257.5 $16.8K - $18.3K
1.57K $380K
AOA
Ishares Tr Core Aggressive All

ETFs
267
+ 5.04%
$76.61 - $79.88 $20.5K - $21.3K
5.56K $426K
AOR
Ishares Tr Core Growth Allocat

ETFs
248
+ 5.61%
$57.32 - $59.66 $14.2K - $14.8K
4.67K $267K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.3K
+ 181.27%
$22.01 - $66.82 $358K - $1.09M
25.3K $573K
DFAX
Dimensional ETF Tr
733
+ 1.07%
$24.76 - $27.04 $18.1K - $19.8K
69.5K $1.73M
DFAI
Dimensional ETF Tr

ETFs
97.1K
+ 8.08%
$29.0 - $31.6 $2.82M - $3.07M
1.3M $37.9M
DFAE
Dimensional ETF Tr

ETFs
61.9K
+ 5.48%
$25.36 - $28.15 $1.57M - $1.74M
1.19M $30.2M
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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