Moneywise, Inc. Reduced Holdings in Q4 2024

Moneywise, Inc.

  • $186 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-53.6K
- 31.96%
$43.84 - $48.76 $2.35M - $2.61M
114K $5.02M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-31.2K
- 14.81%
$56.06 - $61.35 $1.75M - $1.91M
179K $10.1M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-22.4K
- 32.35%
$90.31 - $106.37 $2.02M - $2.39M
46.9K $4.68M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-29.3K
- 25.64%
$49.79 - $51.14 $1.46M - $1.5M
85K $4.26M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-71.1K
- 35.45%
$20.25 - $20.87 $1.44M - $1.48M
129K $2.63M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-20K
- 33.77%
$54.15 - $58.81 $1.08M - $1.17M
39.2K $2.13M
RFDI
First Trust ETF Iii Riverfront

ETFs
-14.9K
- 80.43%
$60.5 - $67.2 $902K - $1M
3.63K $222K
FTCS
First Trust Capital Strength E

ETFs
-8.02K
- 37.79%
$87.62 - $94.03 $702K - $754K
13.2K $1.16M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-8.33K
- 32.17%
$68.01 - $70.67 $566K - $588K
17.6K $1.2M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-12.7K
- 39.55%
$47.26 - $48.18 $598K - $610K
19.3K $916K
IVV
Ishares Core S&P 500 ETF

ETFs
-579
- 14.09%
$570.51 - $610.59 $330K - $354K
3.53K $2.08M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-918
- 0.78%
$45.07 - $47.1 $41.4K - $43.2K
117K $5.27M
MSFT
Microsoft Corp

Technology
-556
- 15.35%
$406.35 - $454.46 $226K - $253K
3.07K $1.29M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-3.28K
- 18.42%
$60.51 - $65.57 $199K - $215K
14.5K $884K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.28K
- 39.54%
$48.48 - $49.47 $159K - $162K
5.02K $244K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.72K
- 22.82%
$44.33 - $49.55 $121K - $135K
9.2K $413K
VO
Vanguard Mid Cap ETF

ETFs
-443
- 4.46%
$261.5 - $284.63 $116K - $126K
9.5K $2.51M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-812
- 4.74%
$69.58 - $74.87 $56.5K - $60.8K
16.3K $1.14M
VB
Vanguard Small Cap ETF

ETFs
-201
- 3.86%
$233.76 - $261.58 $47K - $52.6K
5.01K $1.2M
NVDA
Nvidia Corp

Technology
-420
- 18.07%
$117.0 - $148.88 $49.1K - $62.5K
1.9K $255K
VUG
Vanguard Growth ETF

ETFs
-49
- 5.54%
$378.79 - $428.11 $18.6K - $21K
835 $342K
AAPL
Apple Inc.

Technology
-9
- 0.31%
$221.69 - $259.02 $2K - $2.33K
2.88K $721K
GOOG
Alphabet Inc.

Communication Services
-19
- 0.38%
$163.08 - $198.16 $3.1K - $3.77K
5.04K $959K
Activity Summary
Buys All Purchases 23 New Holdings 0 Increased Positions 23 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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