Glassman Wealth Services Purchases in Q1 2025

Glassman Wealth Services

  • $596 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
68.5K
+ 6.96%
$56.51 - $62.98 $3.87M - $4.32M
1.05M $63.9M
DFAX
Dimensional ETF Tr
77.7K
+ 4.54%
$24.45 - $27.2 $1.9M - $2.11M
1.79M $46.9M
IVV
Ishares Core S&P 500 ETF

ETFs
2.6K
+ 35.05%
$554.06 - $615.85 $1.44M - $1.6M
10K $5.63M
VEA
Vanguard Ftse Developed Market

ETFs
21.8K
+ 137.41%
$47.4 - $52.99 $1.03M - $1.15M
37.7K $1.91M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
22.2K
+ 2.82%
$78.0 - $84.37 $1.73M - $1.88M
810K $64.7M
IEMG
Ishares Inc

ETFs
16.7K
+ 943.2%
N/A
18.5K $992K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.7K
+ 198.3%
$42.5 - $46.71 $497K - $546K
17.6K $796K
VTI
Vanguard Total Stock Market Et

ETFs
3.68K
+ 11.13%
$271.18 - $303.12 $997K - $1.11M
36.7K $10.1M
FNDX
Schwab Fundamental U S Large C

ETFs
31.9K
+ 0.71%
$23.03 - $25.01 $736K - $799K
4.55M $107M
IEFA
Ishares Tr

ETFs
4.76K
+ 153.95%
$69.57 - $78.65 $331K - $374K
7.85K $594K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.02%
$58.01 - $64.46 $406 - $451
29.2K $1.81M
VNQ
Vanguard Specialized Funds Van

ETFs
919
+ 69.67%
$85.55 - $94.34 $78.6K - $86.7K
2.24K $202K
IWM
Ishares Russell 2000 ETF

ETFs
432
+ 54.89%
$198.1 - $229.79 $85.6K - $99.3K
1.22K $243K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
678
+ 5650.0%
$62.72 - $71.92 $42.5K - $48.8K
690 $43K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
357
New
$104.87 - $112.53 $37.4K - $40.2K
357 $39K
IVE
Ishares S&P 500 Value ETF

ETFs
190
+ 4.45%
$185.78 - $198.58 $35.3K - $37.7K
4.46K $850K
IAI
Ishares Tr Us Broker Dealers &

ETFs
235
New
$134.68 - $159.3 $31.6K - $37.4K
235 $32K
EFA
Ishares Tr Msci Eafe ETF

ETFs
263
+ 21.84%
$74.85 - $84.89 $19.7K - $22.3K
1.47K $119K
VOE
Vanguard Mid Cap Value Index F

ETFs
166
+ 474.29%
$156.61 - $168.02 $26K - $27.9K
201 $32K
FBT
First Trust Nyse Arca Biotechn

ETFs
158
New
$164.86 - $182.19 $26K - $28.8K
158 $26K
FDIS
Fidelity Covington Tr Msci Con

ETFs
279
New
$82.77 - $101.84 $23.1K - $28.4K
279 $23K
AIA
Ishares S&P Asia 50 ETF

ETFs
257
+ 40.47%
$65.86 - $77.42 $16.9K - $19.9K
892 $64K
FXO
First Tr Exchange Traded Fd Fi

ETFs
388
New
$50.93 - $57.24 $19.8K - $22.2K
388 $20K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
268
New
$69.81 - $78.9 $18.7K - $21.1K
268 $20K
IWD
Ishares Russell 1000 Val ETF

ETFs
48
+ 1.54%
$182.82 - $196.21 $8.78K - $9.42K
3.16K $594K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
417
+ 15.95%
$37.07 - $40.63 $15.5K - $16.9K
3.03K $119K
FCLD
Fidelity Covington Tr Cloud CO
798
New
$23.78 - $30.29 $19K - $24.2K
798 $18K
DFAT
Dimensional ETF Tr U S Target

ETFs
483
+ 23.52%
$50.44 - $58.1 $24.4K - $28.1K
2.54K $130K
VFH
Vanguard Financial ETF

ETFs
127
New
$114.07 - $127.34 $14.5K - $16.2K
127 $15K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
518
New
$27.77 - $31.75 $14.4K - $16.4K
518 $15K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
67
+ 0.85%
$27.47 - $30.62 $1.84K - $2.05K
7.98K $235K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
144
New
$99.49 - $112.88 $14.3K - $16.3K
144 $14K
VBK
Vanguard Small Cap Growth ETF

ETFs
52
New
$247.97 - $296.33 $12.9K - $15.4K
52 $13K
IBUY
Amplify ETF Tr Amplify Online

ETFs
220
New
$59.47 - $74.1 $13.1K - $16.3K
220 $13K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
238
New
$53.6 - $58.97 $12.8K - $14K
238 $13K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
111
New
$110.75 - $119.78 $12.3K - $13.3K
111 $12K
FDT
First Trust Developed Markets

ETFs
207
New
$53.51 - $60.98 $11.1K - $12.6K
207 $12K
FIW
First Trust Water ETF

ETFs
127
New
$99.48 - $106.74 $12.6K - $13.6K
127 $12K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
257
New
$46.53 - $53.12 $12K - $13.7K
257 $12K
XAR
Spdr S&P Aerospace & Defense E

ETFs
73
New
$157.71 - $180.77 $11.5K - $13.2K
73 $11K
VTWO
Vanguard Russell 2000 ETF

ETFs
125
New
$80.08 - $92.93 $10K - $11.6K
125 $10K
FXH
First Tr Exchange Trd Fd Healt

ETFs
90
New
$102.5 - $112.02 $9.23K - $10.1K
90 $9K
FEMS
First Trust Emerging Markets S

ETFs
255
New
$36.09 - $39.16 $9.2K - $9.99K
255 $9K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
48
New
$200.77 - $270.08 $9.64K - $13K
48 $9K
IPO
Renaissance Cap Greenwich Fds

ETFs
261
New
$37.55 - $48.06 $9.8K - $12.5K
261 $9K
PAVE
Global X Fds Us Infrastructure

ETFs
256
New
$37.31 - $43.82 $9.55K - $11.2K
256 $9K
DMO
Western Asset Mortgage Opportunity Fund Inc.

Financial Services
683
New
$11.41 - $12.06 $7.79K - $8.24K
683 $8K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
81
+ 1.08%
$27.01 - $28.54 $2.19K - $2.31K
7.55K $211K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
36
+ 2.01%
$59.28 - $66.1 $2.13K - $2.38K
1.83K $116K
Activity Summary
Buys All Purchases 88 New Holdings 43 Increased Positions 45 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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