Emerson Wealth, LLC Reduced Holdings in Q2 2022

Emerson Wealth, LLC

  • $153 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.1K
- 0.76%
$201.03 - $253.2 $624K - $786K
406K $71.7M
IWM
Ishares Russell 2000 ETF

ETFs
-1.4K
- 1.13%
$163.9 - $207.91 $229K - $290K
122K $16.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-47
- 0.43%
$365.86 - $456.8 $17.2K - $21.5K
10.9K $4.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.75K
- 59.44%
$40.48 - $47.83 $70.7K - $83.6K
1.19K $50K
SHV
Ishares Tr

ETFs
-738
- 1.53%
$109.96 - $110.28 $81.2K - $81.4K
47.6K $495K
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 7 Reductions 5 Sold out 2 Options Calls 0 Puts 0
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