Glassman Wealth Services Purchases in Q3 2024

Glassman Wealth Services

  • $585 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.31K
+ 1.5%
$475.2 - $527.7 $2.05M - $2.28M
291K $154M
FNDX
Schwab Fundamental U S Large C

ETFs
10.1K
+ 0.68%
$65.36 - $71.76 $661K - $726K
1.5M $108M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
31.8K
+ 4.32%
$75.88 - $83.21 $2.41M - $2.65M
769K $64M
VEU
Vanguard Ftse All World Ex Us

ETFs
37.5K
+ 4.27%
$56.47 - $63.69 $2.12M - $2.39M
916K $57.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53.2K
+ 4.32%
$31.05 - $34.29 $1.65M - $1.83M
1.29M $44.1M
DFAX
Dimensional ETF Tr
48.3K
+ 3.12%
$24.29 - $27.25 $1.17M - $1.32M
1.6M $43.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.5K
+ 15.79%
$49.93 - $51.15 $1.02M - $1.05M
150K $7.69M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.02%
$255.18 - $283.2 $1.28K - $1.42K
33K $9.36M
SCHV
Schwab Strategic Tr Us Large C

ETFs
996
+ 1.43%
$73.43 - $80.37 $73.1K - $80K
70.5K $5.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.02%
$517.38 - $573.86 $1.03K - $1.15K
12.6K $7.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.02%
$332.02 - $382.76 $332 - $383
4.61K $1.73M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
102
+ 0.77%
$33.74 - $37.96 $3.44K - $3.87K
13.3K $499K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.34%
$237.84 - $263.83 $951 - $1.06K
1.2K $315K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
139
+ 6.74%
$77.02 - $85.06 $10.7K - $11.8K
2.2K $186K
SUI
Sun Communities Inc

Real Estate
91
New
$117.46 - $147.6 $10.7K - $13.4K
91 $12K
BND
Vanguard Bd Index Fd Inc Total

ETFs
46
+ 1.9%
$71.45 - $75.64 $3.29K - $3.48K
2.47K $185K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 0.07%
$25.45 - $29.53 $50.9 - $59.1
2.75K $80K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
47
+ 7.99%
$94.31 - $103.26 $4.43K - $4.85K
635 $65K
HDV
Ishares Core High Dividend ETF

ETFs
6
+ 1.03%
$107.62 - $118.76 $646 - $713
587 $69K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
125
New
$43.97 - $48.45 $5.5K - $6.06K
125 $6K
MLPX
Global X Mlp & Energy Infrastr

ETFs
100
New
$50.37 - $55.21 $5.04K - $5.52K
100 $5K
LVHI
Franklin International Low Vol

ETFs
165
New
$28.72 - $31.28 $4.74K - $5.16K
165 $5K
JEPI
J P Morgan Exchange Traded Fd

ETFs
15
+ 6.67%
$54.98 - $59.51 $825 - $893
240 $14K
QDPL
Pacer Fds Tr Metaurus Us Large
35
+ 18.42%
$34.97 - $38.41 $1.22K - $1.34K
225 $8K
XLE
Energy Sector Spdr

ETFs
70
+ 5.57%
$84.35 - $93.39 $5.9K - $6.54K
1.33K $116K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
10
+ 4.0%
$23.61 - $24.64 $236 - $246
260 $6K
Proshares Tr
70
+ 43.75%
N/A
230 $0
DFSI
Dimensional ETF Tr Dimen Intl
91
+ 3.14%
N/A
2.99K $0
DFSU
Dimensional ETF Tr Dimen Us Su
318
+ 7.88%
N/A
4.36K $0
UTES
Virtus Reaves Utilities ETF
2.74K
New
N/A
2.74K $0
Franklin Ethereum Tr
190
New
N/A
190 $0
Goldman Sachs ETF Tr
10
+ 3.92%
N/A
265 $0
Goldman Sachs ETF Tr
30
+ 12.24%
N/A
275 $0
JPIE
J P Morgan Exchange Traded Fd
5
+ 2.44%
$45.17 - $46.39 $226 - $232
210 $9K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5
+ 1.79%
$49.7 - $56.11 $249 - $281
285 $15K
Neos ETF Trust
10
+ 4.0%
N/A
260 $0
SPYI
Shp ETF Tr Neos S&P 500 High I
30
+ 10.0%
N/A
330 $0
Blackrock ETF Trust Ii
5
+ 2.44%
N/A
210 $0
Activity Summary
Buys All Purchases 39 New Holdings 6 Increased Positions 33 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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