Fiducient Advisors LLC Purchases in Q3 2024

Fiducient Advisors LLC

  • $864 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
203
+ 8.51%
$523.84 - $572.02 $106K - $116K
2.59K $1.47M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.0%
$76.94 - $79.54 $76.9 - $79.5
78.1K $6.2M
PBI
Pitney Bowes Inc

Industrials
20K
New
$5.65 - $7.49 $113K - $150K
20K $142K
ABBV
Abb Vie Inc.

Healthcare
69
+ 1.55%
$163.84 - $199.33 $11.3K - $13.8K
4.51K $891K
VUG
Vanguard Growth ETF

ETFs
246
+ 7.77%
$341.08 - $391.94 $83.9K - $96.4K
3.41K $1.31M
TIP
Ishares Tr Tips Bd ETF

ETFs
661
+ 6.04%
$105.92 - $110.83 $70K - $73.3K
11.6K $1.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
381
+ 2.5%
$84.77 - $97.13 $32.3K - $37K
15.6K $1.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
73
+ 0.37%
$51.0 - $57.07 $3.72K - $4.17K
20K $1.11M
CEG
Constellation Energy Corp

Utilities
43
+ 3.81%
$167.08 - $262.86 $7.18K - $11.3K
1.17K $304K
IEF
Ishares Barclays

ETFs
193
+ 1.47%
$92.67 - $99.14 $17.9K - $19.1K
13.3K $1.31M
TMO
Thermo Fisher Scientific Inc.

Healthcare
16
+ 2.28%
$531.86 - $624.21 $8.51K - $9.99K
717 $443K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
540
+ 7.32%
$81.31 - $83.29 $43.9K - $45K
7.91K $658K
ACWI
Ishares Msci Acwi ETF

ETFs
157
+ 4.41%
$107.24 - $119.84 $16.8K - $18.8K
3.72K $444K
IEMG
Ishares Inc

ETFs
331
+ 0.14%
$53.64 - $53.64 $17.8K - $17.8K
243K $13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5
+ 0.12%
$95.81 - $109.03 $479 - $545
4.2K $451K
IVE
Ishares S&P 500 Value ETF

ETFs
23
+ 1.05%
$181.06 - $197.17 $4.16K - $4.53K
2.21K $435K
PAYX
Paychex Inc

Industrials
10
+ 0.42%
$116.17 - $135.19 $1.16K - $1.35K
2.36K $317K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
79
+ 0.86%
$36.98 - $41.55 $2.92K - $3.28K
9.25K $380K
CL
Colgate Palmolive CO

Consumer Defensive
110
+ 5.19%
$95.54 - $108.77 $10.5K - $12K
2.23K $231K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
223
+ 9.99%
$91.42 - $91.82 $20.4K - $20.5K
2.46K $225K
MKTW
Marketwise, Inc.

Technology
25K
New
$0.67 - $1.16 $16.8K - $29K
25K $16K
EPD
Enterprise Products Partners L.P.

Energy
30
+ 0.05%
$27.88 - $30.0 $836 - $900
56.4K $1.64M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 0.99%
$1024.09 - $1201.76 $4.1K - $4.81K
407 $427K
PSEP
Innovator U.S. Equity Power Bu
6.57K
New
N/A
6.57K $0
MRK
Merck & Co., Inc.

Healthcare
157
+ 4.78%
$111.15 - $128.97 $17.5K - $20.2K
3.44K $390K
Activity Summary
Buys All Purchases 76 New Holdings 22 Increased Positions 54 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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