Better Wealth, LLC New Holdings in Q3 2024

Better Wealth, LLC

  • $330 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
18.9K
New
$47.0 - $47.84 $889K - $905K
18.9K $902K
IP
International Paper CO

Consumer Cyclical
4.5K
New
$42.55 - $49.98 $191K - $225K
4.5K $219K
VEA
Vanguard Ftse Developed Market

ETFs
3.91K
New
$47.6 - $53.31 $186K - $208K
3.91K $206K
VZ
Verizon Communications Inc

Communication Services
4.6K
New
$38.89 - $45.0 $179K - $207K
4.6K $206K
AMGN
Amgen Inc

Healthcare
628
New
$309.38 - $337.38 $194K - $212K
628 $202K
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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