Ashford Advisors, LLC Reduced Holdings in Q3 2024

Ashford Advisors, LLC

  • $430 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
-95
- 4.67%
$294.75 - $326.73 $28K - $31K
1.94K $633K
VTI
Vanguard Total Stock Market Et

ETFs
-4.54K
- 2.59%
$255.18 - $283.2 $1.16M - $1.29M
171K $48.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-755
- 0.13%
$61.11 - $67.85 $46.1K - $51.2K
571K $38.8M
FNDX
Schwab Fundamental U S Large C

ETFs
-215
- 0.03%
$65.36 - $71.76 $14.1K - $15.4K
670K $48.1M
Activity Summary
Buys All Purchases 1 New Holdings 0 Increased Positions 1 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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