Corepath Wealth Partners LLC Purchases in Q3 2024

Corepath Wealth Partners LLC

  • $103 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.03K
+ 2.09%
$520.18 - $576.82 $535K - $594K
50.2K $29M
GLD
Spdr Gold Trust

ETFs
1.07K
+ 3.67%
$215.56 - $246.98 $230K - $264K
30.2K $7.34M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.07K
+ 3.67%
$96.25 - $101.98 $392K - $415K
115K $11.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.89K
+ 2.85%
$75.32 - $84.37 $218K - $244K
104K $8.71M
IWM
Ishares Russell 2000 ETF

ETFs
542
+ 1.71%
$200.87 - $224.6 $109K - $122K
32.2K $7.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.3K
New
$61.11 - $67.85 $568K - $631K
9.3K $631K
EEM
Ishares Msci Emerging Markets

ETFs
2.43K
+ 2.49%
$40.42 - $46.7 $98.1K - $113K
100K $4.59M
EFV
Msci Eafe Value ETF

ETFs
611
+ 0.8%
$51.72 - $57.96 $31.6K - $35.4K
77.3K $4.44M
SPY
Spdr S&P 500 ETF Trust

ETFs
605
New
$517.38 - $573.86 $313K - $347K
605 $347K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.98K
+ 3.48%
$47.18 - $48.74 $188K - $194K
118K $5.76M
META
Meta Platforms, Inc.

Communication Services
381
New
$453.41 - $572.44 $173K - $218K
381 $218K
LQD
Ishares Iboxx $ Investment Gra

ETFs
595
+ 2.39%
$106.11 - $113.72 $63.1K - $67.7K
25.5K $2.88M
HYG
Ishares Tr

ETFs
735
+ 2.89%
$76.72 - $80.36 $56.4K - $59.1K
26.2K $2.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.03K
+ 3.27%
$49.77 - $51.95 $51.5K - $53.7K
32.6K $1.69M
AAPL
Apple Inc.

Technology
30
+ 1.16%
$207.23 - $234.82 $6.22K - $7.04K
2.62K $610K
JNJ
Johnson & Johnson

Healthcare
14
+ 0.74%
$145.48 - $167.38 $2.04K - $2.34K
1.92K $310K
JPM
Jpmorgan Chase & CO

Financial Services
95
+ 9.67%
$194.9 - $224.8 $18.5K - $21.4K
1.08K $227K
VUG
Vanguard Growth ETF

ETFs
32
+ 3.57%
$341.08 - $391.94 $10.9K - $12.5K
928 $356K
AMZN
Amazon Com Inc

Consumer Cyclical
42
+ 2.94%
$161.02 - $200.0 $6.76K - $8.4K
1.47K $273K
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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