Presilium Private Wealth, LLC Purchases in Q3 2024

Presilium Private Wealth, LLC

  • $434 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
3.99K
+ 1.37%
$159.75 - $174.57 $637K - $696K
294K $51.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
43.3K
+ 7.2%
$41.9 - $48.26 $1.81M - $2.09M
644K $30.8B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
27.5K
+ 5.43%
$65.06 - $71.72 $1.79M - $1.97M
534K $38B
VUG
Vanguard Growth ETF

ETFs
6.12K
+ 4.89%
$341.08 - $391.94 $2.09M - $2.4M
131K $50.3B
VGSH
Vanguard

ETFs
46.8K
+ 7.53%
$57.74 - $59.13 $2.7M - $2.76M
668K $39.4B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
14K
+ 4.61%
$69.61 - $79.56 $977K - $1.12M
318K $24.9B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17.3K
+ 5.44%
$76.38 - $78.87 $1.32M - $1.37M
336K $26.4B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.6K
+ 5.43%
$218.05 - $243.47 $785K - $876K
70K $17B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.7K
+ 6.43%
$51.02 - $52.74 $1.11M - $1.15M
360K $18.9B
VBK
Vanguard Small Cap Growth ETF

ETFs
842
+ 2.44%
$240.48 - $267.94 $202K - $226K
35.3K $9.44B
SUB
Ishares Short Term National Mu

ETFs
2.86K
+ 8.55%
$104.3 - $106.3 $298K - $304K
36.3K $3.85B
CI
Cigna Corp

Healthcare
885
New
$319.12 - $367.1 $282K - $325K
885 $307M
FISV
Fiserv Inc

Technology
1.2K
New
N/A
1.2K $216M
PM
Philip Morris International Inc.

Consumer Defensive
1.77K
New
$101.25 - $127.45 $179K - $225K
1.77K $215M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.19K
+ 13.47%
$116.79 - $133.54 $139K - $159K
10K $1.32B
NKE
Nike, Inc.

Consumer Cyclical
135
+ 1.63%
$71.09 - $89.44 $9.6K - $12.1K
8.4K $743M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.95K
+ 10.3%
$49.93 - $51.15 $97.3K - $99.6K
20.9K $1.07B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 1.0%
$475.2 - $527.7 $8.55K - $9.5K
1.82K $962M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
154
+ 2.06%
$91.37 - $101.65 $14.1K - $15.7K
7.61K $774M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
19
+ 0.21%
$75.63 - $84.89 $1.44K - $1.61K
9.23K $777M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
69
+ 1.13%
$113.45 - $126.18 $7.83K - $8.71K
6.16K $777M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
282
+ 2.78%
$32.04 - $37.11 $9.04K - $10.5K
10.4K $380M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
316
+ 8.99%
$57.32 - $62.65 $18.1K - $19.8K
3.83K $239M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
211
+ 1.05%
$24.38 - $25.2 $5.14K - $5.32K
20.3K $512M
AMZN
Amazon Com Inc

Consumer Cyclical
120
+ 2.85%
$161.02 - $200.0 $19.3K - $24K
4.34K $808M
DIS
Walt Disney CO

Communication Services
1
+ 0.02%
$85.6 - $98.61 $85.6 - $98.6
5.05K $486M
GOOG
Alphabet Inc.

Communication Services
40
+ 1.2%
$149.54 - $192.66 $5.98K - $7.71K
3.38K $565M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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