Glassman Wealth Services Reduced Holdings in Q3 2024

Glassman Wealth Services

  • $585 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.5K
- 25.86%
$57.32 - $62.65 $657K - $718K
32.8K $2.05M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-10K
- 93.91%
$46.9 - $51.96 $470K - $521K
650 $33K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.11K
- 81.95%
$75.47 - $83.18 $159K - $176K
465 $38K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.07K
- 78.39%
$85.03 - $94.56 $91.3K - $102K
296 $27K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.11K
- 77.49%
$77.23 - $87.97 $85.9K - $97.8K
323 $28K
VNQ
Vanguard Specialized Funds Van

ETFs
-935
- 33.99%
$82.97 - $98.97 $77.6K - $92.5K
1.82K $176K
IWM
Ishares Russell 2000 ETF

ETFs
-308
- 23.37%
$200.87 - $224.6 $61.9K - $69.2K
1.01K $223K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.62K
- 26.79%
$30.38 - $34.0 $49.2K - $55.1K
4.43K $148K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-1.71K
- 17.76%
$27.15 - $30.78 $46.4K - $52.6K
7.91K $240K
XLI
Industrial Sector Spdr

ETFs
-588
- 14.74%
$120.56 - $135.44 $70.9K - $79.6K
3.4K $460K
VGT
Vanguard Information Technolog

ETFs
-47
- 7.34%
$514.43 - $606.85 $24.2K - $28.5K
593 $347K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-48
- 30.19%
$285.48 - $330.24 $13.7K - $15.9K
111 $35K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-172
- 4.15%
$92.63 - $105.69 $15.9K - $18.2K
3.97K $413K
XLC
Select Sector Spdr Tr Communic

ETFs
-58
- 27.88%
$82.16 - $90.4 $4.77K - $5.24K
150 $13K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-7
- 87.5%
$305.34 - $350.41 $2.14K - $2.45K
1 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-8
- 0.37%
$64.57 - $71.76 $517 - $574
2.18K $156K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-279
- 3.42%
$41.9 - $48.26 $11.7K - $13.5K
7.87K $376K
DGRO
Ishares Core Dividend Growth E

ETFs
-118
- 1.88%
$57.47 - $62.76 $6.78K - $7.41K
6.17K $386K
IWD
Ishares Russell 1000 Val ETF

ETFs
-50
- 1.58%
$173.36 - $189.8 $8.67K - $9.49K
3.11K $590K
VTV
Vanguard Value ETF

ETFs
-11
- 0.35%
$159.75 - $174.57 $1.76K - $1.92K
3.16K $550K
VEA
Vanguard Ftse Developed Market

ETFs
-127
- 0.84%
$47.6 - $53.31 $6.05K - $6.77K
15K $792K
IVV
Ishares Core S&P 500 ETF

ETFs
-200
- 2.65%
$520.18 - $576.82 $104K - $115K
7.33K $4.23M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-37
- 0.13%
$58.03 - $65.37 $2.15K - $2.42K
29.1K $1.89M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-117
- 0.25%
$283.28 - $314.39 $33.1K - $36.8K
46.6K $14.6M
SNA
Snap On Inc

Industrials
-695
- 0.68%
$255.35 - $289.77 $177K - $201K
101K $29.3M
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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