Fusion Family Wealth LLC Incresed Positions in Q3 2024

Fusion Family Wealth LLC

  • $1.08 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12.5K
+ 3.7%
$475.2 - $527.7 $5.94M - $6.6M
351K $185M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
116K
+ 5.54%
$41.9 - $48.26 $4.87M - $5.61M
2.21M $106M
RWL
Invesco Exchange Traded Fd Tr

ETFs
55.6K
+ 4.09%
$90.36 - $98.07 $5.03M - $5.45M
1.42M $139M
VB
Vanguard Small Cap ETF

ETFs
20.3K
+ 5.69%
$214.77 - $237.72 $4.37M - $4.84M
378K $89.6M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
63.3K
+ 5.0%
$39.15 - $46.02 $2.48M - $2.91M
1.33M $60.8M
VEA
Vanguard Ftse Developed Market

ETFs
64.9K
+ 3.99%
$47.6 - $53.31 $3.09M - $3.46M
1.69M $89.5M
RWK
Invesco Exchange Traded Fd Tr

ETFs
22K
+ 4.76%
$107.13 - $116.56 $2.35M - $2.56M
483K $56.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
19.4K
+ 6.1%
$112.99 - $126.45 $2.19M - $2.46M
338K $42.5M
IEFA
Ishares Tr

ETFs
9.27K
+ 1.95%
$70.09 - $78.74 $650K - $730K
485K $37.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.3K
+ 7.47%
$178.94 - $207.0 $1.84M - $2.13M
148K $29.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
171
+ 0.1%
$105.53 - $118.34 $18K - $20.2K
165K $19.4M
IVV
Ishares Core S&P 500 ETF

ETFs
1.35K
+ 4.91%
$520.18 - $576.82 $701K - $777K
28.8K $16.6M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.2K
+ 1.43%
$19.2 - $19.63 $465K - $476K
1.72M $33.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
112
+ 0.11%
$434.77 - $502.96 $48.7K - $56.3K
98.4K $48M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.42K
+ 0.5%
$21.05 - $21.17 $156K - $157K
1.5M $31.7M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8.94K
+ 8.09%
$22.94 - $23.16 $205K - $207K
120K $2.76M
AAPL
Apple Inc.

Technology
318
+ 7.91%
$207.23 - $234.82 $65.9K - $74.7K
4.34K $1.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
32
+ 0.15%
$75.32 - $84.37 $2.41K - $2.7K
20.8K $1.74M
META
Meta Platforms, Inc.

Communication Services
108
+ 16.85%
$453.41 - $572.44 $49K - $61.8K
749 $428K
MSFT
Microsoft Corp

Technology
234
+ 35.62%
$395.15 - $467.56 $92.5K - $109K
891 $383K
DVY
Ishares Tr

ETFs
3
+ 0.07%
$119.99 - $135.74 $360 - $407
4.57K $616K
IDV
Ishares Tr

ETFs
500
+ 3.01%
$27.62 - $30.64 $13.8K - $15.3K
17.1K $517K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
33
+ 0.11%
$56.04 - $62.99 $1.85K - $2.08K
29.5K $1.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
54
+ 0.69%
$41.02 - $46.01 $2.22K - $2.48K
7.86K $357K
GOOGL
Alphabet Inc.

Communication Services
83
+ 3.52%
$148.65 - $191.18 $12.3K - $15.9K
2.44K $405K
Activity Summary
Buys All Purchases 26 New Holdings 0 Increased Positions 26 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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