Rtd Financial Advisors, Inc. Purchases in Q3 2024

Rtd Financial Advisors, Inc.

  • $789 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
407K
+ 471.62%
$57.32 - $62.65 $23.3M - $25.5M
494K $30.8M
IVV
Ishares Core S&P 500 ETF

ETFs
1.86K
+ 1.26%
$520.18 - $576.82 $968K - $1.07M
150K $86.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
15.5K
+ 5.0%
$103.87 - $117.59 $1.61M - $1.82M
324K $38.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.16K
+ 2.31%
$105.53 - $118.34 $650K - $728K
272K $31.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.3K
+ 2.37%
$71.45 - $75.64 $1.09M - $1.16M
661K $49.7M
GTO
Invesco Actively Managed ETF T

ETFs
33.4K
+ 4.46%
$46.22 - $48.77 $1.54M - $1.63M
782K $37.8M
IWS
Ishares Russell Midcap Value E

ETFs
8.89K
+ 6.22%
$119.52 - $132.25 $1.06M - $1.18M
152K $20.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.48K
+ 4.39%
$173.36 - $189.8 $604K - $661K
82.8K $15.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.9K
+ 4.55%
$41.9 - $48.26 $500K - $576K
274K $13.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.34K
+ 3.5%
$60.13 - $68.17 $321K - $364K
158K $10.7M
EFG
Msci Eafe Growth ETF

ETFs
661
+ 0.32%
$96.84 - $108.77 $64K - $71.9K
206K $22.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.54K
+ 5.58%
$105.92 - $110.83 $693K - $725K
124K $13.7M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
23.6K
New
$38.71 - $42.43 $914K - $1M
23.6K $998K
IJS
Ishares S&P Smallcap 600 Value

ETFs
822
+ 0.94%
$95.81 - $109.03 $78.8K - $89.6K
87.9K $9.47M
MUB
Ishares National Muni Bond ETF

ETFs
4.03K
+ 2.19%
$106.13 - $108.7 $427K - $438K
188K $20.4M
EFV
Msci Eafe Value ETF

ETFs
1.41K
+ 0.87%
$51.72 - $57.96 $72.7K - $81.5K
163K $9.4M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
20.2K
+ 4.09%
$23.89 - $24.58 $484K - $498K
515K $12.7M
VBR
Vanguard Small Cap Value ETF

ETFs
43
+ 0.13%
$179.99 - $201.6 $7.74K - $8.67K
34.3K $6.88M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.16K
+ 15.72%
$75.63 - $84.89 $314K - $353K
30.6K $2.58M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.01%
$214.77 - $237.72 $430 - $475
15.6K $3.7M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
6.2K
+ 37.65%
$32.65 - $36.84 $202K - $228K
22.7K $835K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
5.32K
+ 40.37%
$39.43 - $44.82 $210K - $238K
18.5K $829K
ZTS
Zoetis Inc.

Healthcare
1.29K
New
$172.58 - $196.48 $222K - $252K
1.29K $251K
VEA
Vanguard Ftse Developed Market

ETFs
1.27K
+ 2.47%
$47.6 - $53.31 $60.3K - $67.5K
52.5K $2.77M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.89K
+ 24.0%
$32.04 - $37.11 $157K - $181K
25.3K $919K
WST
West Pharmaceutical Services Inc

Healthcare
832
+ 120.23%
$277.16 - $333.3 $231K - $277K
1.52K $457K
VT
Vanguard Total World Stk Index

ETFs
1.72K
New
$107.72 - $119.96 $185K - $206K
1.72K $205K
AAPL
Apple Inc.

Technology
157
+ 2.08%
$207.23 - $234.82 $32.5K - $36.9K
7.7K $1.79M
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.85K
+ 19.86%
$38.89 - $42.97 $111K - $123K
17.2K $738K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
757
+ 1.31%
$46.18 - $48.92 $35K - $37K
58.4K $2.84M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
479
+ 3.99%
$113.45 - $126.18 $54.3K - $60.4K
12.5K $1.58M
AOA
Ishares Tr Core Aggressive All

ETFs
224
+ 0.92%
$72.11 - $79.05 $16.2K - $17.7K
24.5K $1.93M
AOR
Ishares Tr Core Growth Allocat

ETFs
218
+ 0.8%
$55.15 - $59.31 $12K - $12.9K
27.5K $1.63M
VV
Vanguard Large Cap ETF

ETFs
108
+ 2.45%
$236.92 - $263.4 $25.6K - $28.4K
4.52K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
45
+ 6.44%
$488.01 - $604.18 $22K - $27.2K
744 $435K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
850
+ 8.34%
$37.61 - $41.72 $32K - $35.5K
11K $460K
PFE
Pfizer Inc

Healthcare
175
+ 0.34%
$27.7 - $31.39 $4.85K - $5.49K
52.2K $1.51M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
32
+ 0.62%
$87.56 - $95.49 $2.8K - $3.06K
5.2K $496K
JNJ
Johnson & Johnson

Healthcare
25
+ 1.1%
$145.48 - $167.38 $3.64K - $4.18K
2.3K $371K
UNP
Union Pacific Corp

Industrials
21
+ 1.32%
$221.78 - $256.09 $4.66K - $5.38K
1.61K $396K
LQD
Ishares Iboxx $ Investment Gra

ETFs
13
+ 0.3%
$106.11 - $113.72 $1.38K - $1.48K
4.36K $492K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
50
+ 1.07%
$96.25 - $101.98 $4.81K - $5.1K
4.71K $476K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8
+ 0.19%
$116.79 - $133.54 $934 - $1.07K
4.27K $563K
MBB
Ishares Tr

ETFs
4
+ 0.12%
$90.85 - $96.66 $363 - $387
3.39K $324K
HYG
Ishares Tr

ETFs
48
+ 1.51%
$76.72 - $80.36 $3.68K - $3.86K
3.22K $258K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
29
+ 0.98%
$81.31 - $83.29 $2.36K - $2.42K
2.98K $247K
MSFT
Microsoft Corp

Technology
62
+ 4.54%
$395.15 - $467.56 $24.5K - $29K
1.43K $614K
Gsk PLC
7.01K
New
N/A
7.01K $0
GOOG
Alphabet Inc.

Communication Services
286
+ 7.19%
$149.54 - $192.66 $42.8K - $55.1K
4.27K $713K
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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