Austin Private Wealth, LLC Sells in Q4 2024

Austin Private Wealth, LLC

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-187K
- 19.34%
$45.07 - $47.1 $8.42M - $8.8M
780K $35.2M
VONE
Vanguard Russell 1000 ETF

ETFs
-28.3K
- 9.94%
$257.18 - $277.76 $7.29M - $7.87M
257K $68.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-38.4K
- 10.72%
$74.5 - $78.37 $2.86M - $3.01M
320K $23.9M
VEA
Vanguard Ftse Developed Market

ETFs
-27K
- 5.3%
$47.57 - $52.44 $1.28M - $1.41M
482K $23.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-9.96K
- 5.74%
$60.13 - $67.31 $599K - $670K
163K $9.93M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-19.5K
- 6.55%
$44.33 - $49.55 $862K - $964K
277K $12.5M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-26.1K
- 55.93%
$25.26 - $26.59 $659K - $694K
20.6K $521K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-6.37K
- 9.99%
$94.79 - $95.69 $604K - $609K
57.4K $5.45M
AMD
Advanced Micro Devices Inc

Technology
-190
- 2.99%
$118.88 - $172.8 $22.6K - $32.8K
6.16K $744K
IVV
Ishares Core S&P 500 ETF

ETFs
-580
- 10.54%
$570.51 - $610.59 $331K - $354K
4.93K $2.9M
IAU
Ishares Gold Trust

ETFs
-3.44K
- 12.03%
$48.37 - $52.65 $166K - $181K
25.2K $1.25M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3K
- 9.92%
$26.05 - $29.17 $78.3K - $87.6K
27.3K $714K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-4.84K
- 10.49%
$22.65 - $23.8 $110K - $115K
41.3K $937K
EUSB
Ishares Tr Esg Advanced Total

Technology
-2.9K
- 26.54%
$42.39 - $44.29 $123K - $128K
8.03K $340K
ORCL
Oracle Corp

Technology
-606
- 5.76%
$165.41 - $192.43 $100K - $117K
9.92K $1.65M
AAL
American Airlines Group Inc.

Industrials
-11K
- 17.1%
N/A
53.3K $588K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-329
- 0.96%
$28.89 - $33.95 $9.5K - $11.2K
33.9K $983K
ADBE
Adobe Inc.

Technology
-47
- 3.69%
$437.39 - $552.96 $20.6K - $26K
1.23K $546K
VTWO
Vanguard Russell 2000 ETF

ETFs
-905
- 1.39%
$87.42 - $98.06 $79.1K - $88.7K
64K $5.72M
CVX
Chevron Corp

Energy
-319
- 4.86%
$141.15 - $162.53 $45K - $51.8K
6.24K $904K
VEU
Vanguard Ftse All World Ex Us

ETFs
-135
- 1.78%
$57.29 - $63.1 $7.73K - $8.52K
7.47K $428K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-533
- 4.29%
$107.41 - $115.71 $57.2K - $61.7K
11.9K $1.31M
SUB
Ishares Short Term National Mu

ETFs
-14
- 0.03%
$104.94 - $106.2 $1.47K - $1.49K
50.6K $5.34M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-137
- 1.26%
$46.33 - $48.6 $6.35K - $6.66K
10.8K $499K
ABT
Abbott Laboratories

Healthcare
-180
- 6.89%
$111.93 - $119.39 $20.1K - $21.5K
2.43K $275K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-51
- 1.53%
$91.94 - $100.02 $4.69K - $5.1K
3.29K $304K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-13
- 0.17%
$43.44 - $45.05 $565 - $586
7.51K $326K
VIG
Vanguard Dividend Appreciation

ETFs
-58
- 0.79%
N/A
7.32K $1.33M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-180
- 0.32%
$25.0 - $25.11 $4.5K - $4.52K
56.4K $1.41M
TFLO
Ishares Treasury Floating Rate

ETFs
-31
- 0.5%
$50.37 - $50.63 $1.56K - $1.57K
6.2K $313K
OEF
Ishares S&P 100 ETF

ETFs
-2
- 0.18%
N/A
1.13K $300K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-56
- 0.5%
$124.61 - $133.96 $6.98K - $7.5K
11.1K $1.43M
MCK
Mckesson Corp

Healthcare
-84
- 8.37%
$482.27 - $628.5 $40.5K - $52.8K
920 $524K
FTNT
Fortinet, Inc.

Technology
-276
- 8.49%
$76.49 - $99.21 $21.1K - $27.4K
2.98K $281K
WDAY
Workday, Inc.

Technology
-183
- 2.16%
$233.85 - $279.91 $42.8K - $51.2K
8.28K $2.14M
NVDA
Nvidia Corp

Technology
-7.39K
- 8.57%
$117.0 - $148.88 $865K - $1.1M
78.9K $10.6M
TSLA
Tesla, Inc.

Consumer Cyclical
-650
- 17.4%
$213.65 - $479.86 $139K - $312K
3.09K $1.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-247
- 0.41%
$311.11 - $335.64 $76.8K - $82.9K
60K $19.3M
AVGO
Broadcom Inc.

Technology
-1.57K
- 10.91%
$159.67 - $250.0 $250K - $392K
12.8K $2.97M
AMZN
Amazon Com Inc

Consumer Cyclical
-552
- 1.82%
$180.88 - $232.93 $99.8K - $129K
29.7K $6.52M
Activity Summary
Buys All Purchases 209 New Holdings 36 Increased Positions 173 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 19 Puts 1
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