Henrickson Nauta Wealth Advisors, Inc. Sells in Q3 2024

Henrickson Nauta Wealth Advisors, Inc.

  • $248 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.78K
- 37.55%
$283.28 - $314.39 $504K - $559K
2.96K $929K
IVV
Ishares Core S&P 500 ETF

ETFs
-958
- 29.58%
$520.18 - $576.82 $498K - $553K
2.28K $1.32M
IEFA
Ishares Tr

ETFs
-5.99K
- 51.12%
$70.09 - $78.74 $420K - $472K
5.73K $446K
VEA
Vanguard Ftse Developed Market

ETFs
-6.24K
- 54.97%
$47.6 - $53.31 $297K - $333K
5.12K $270K
NVDA
Nvidia Corp

Technology
-2.16K
- 41.8%
$98.91 - $134.91 $213K - $291K
3K $364K
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.02K
- 21.68%
$84.77 - $97.13 $256K - $293K
10.9K $1.04M
VUG
Vanguard Growth ETF

ETFs
-652
- 48.99%
$341.08 - $391.94 $222K - $256K
679 $260K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.43K
- 20.5%
$181.06 - $197.17 $259K - $282K
5.54K $1.09M
VTV
Vanguard Value ETF

ETFs
-1.08K
- 45.14%
$159.75 - $174.57 $172K - $188K
1.31K $228K
MSFT
Microsoft Corp

Technology
-11
- 0.36%
$395.15 - $467.56 $4.35K - $5.14K
3.05K $1.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-388
- 4.97%
$98.99 - $101.51 $38.4K - $39.4K
7.43K $752K
SYK
Stryker Corp

Healthcare
-71
- 4.46%
$315.94 - $371.96 $22.4K - $26.4K
1.52K $549K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-788
- 1.09%
$47.0 - $47.84 $37K - $37.7K
71.2K $3.4M
VO
Vanguard Mid Cap ETF

ETFs
-13
- 1.35%
$237.84 - $263.83 $3.09K - $3.43K
950 $250K
HBAN
Huntington Bancshares Inc

Financial Services
-15
- 0.12%
$12.84 - $15.15 $193 - $227
12.7K $185K
AVRE
American Centy ETF Tr Avantis
-505
- 4.14%
$40.95 - $48.28 $20.7K - $24.4K
11.7K $550K
AVSD
American Centy ETF Tr Avantis

ETFs
-511
- 2.92%
$53.92 - $61.11 $27.6K - $31.2K
17K $1.03M
GILD
Gilead Sciences, Inc.

Healthcare
-49
- 0.69%
$66.59 - $83.99 $3.26K - $4.12K
7.04K $589K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.3K
- 1.08%
$57.2 - $65.59 $74.3K - $85.2K
119K $7.72M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.9K
- 2.89%
$88.24 - $99.7 $256K - $289K
97.5K $9.36M
AVUS
American Centy ETF Tr Avantis

ETFs
-2.68K
- 1.42%
$86.27 - $95.15 $231K - $255K
187K $17.7M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.21K
- 0.76%
$62.52 - $71.12 $75.7K - $86.1K
157K $11.1M
UFPI
Ufp Industries Inc

Basic Materials
-8.15K
- 3.27%
$107.65 - $135.34 $877K - $1.1M
241K $31.6M
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Henrickson Nauta Wealth Advisors, Inc. Portfolio

Follow Henrickson Nauta Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Henrickson Nauta Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Henrickson Nauta Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email