Rtd Financial Advisors, Inc. Sells in Q4 2024

Rtd Financial Advisors, Inc.

  • $779 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-167K
- 52.78%
$87.85 - $98.6 $14.7M - $16.5M
149K $13.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-77.9K
- 70.93%
$40.06 - $45.21 $3.12M - $3.52M
31.9K $1.3M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.1K
- 1.91%
$79.93 - $88.06 $168K - $185K
108K $8.62M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.37K
- 0.85%
$67.29 - $73.38 $92.2K - $101K
160K $10.9M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-804
- 1.15%
$114.08 - $125.68 $91.7K - $101K
69.3K $7.94M
RWR
Spdr Dow Jones Reit ETF

ETFs
-7.35K
- 68.34%
$97.84 - $108.61 $719K - $798K
3.41K $336K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.34K
- 1.73%
$189.5 - $206.17 $253K - $275K
75.8K $14.5M
USRT
Ishares Core U.S. Reit ETF

ETFs
-10.8K
- 50.2%
$55.97 - $62.75 $606K - $679K
10.7K $615K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-196
- 0.13%
$47.66 - $51.84 $9.34K - $10.2K
155K $7.43M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-10.2K
- 3.59%
$40.38 - $44.35 $413K - $454K
274K $11.2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-548
- 0.41%
$30.93 - $33.94 $16.9K - $18.6K
132K $4.1M
VEA
Vanguard Ftse Developed Market

ETFs
-1.95K
- 3.7%
$47.57 - $52.44 $92.6K - $102K
50.6K $2.42M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.11K
- 1.73%
$49.79 - $51.14 $155K - $159K
176K $8.83M
BMY
Bristol Myers Squibb CO

Healthcare
-8.74K
- 25.04%
$51.92 - $59.94 $454K - $524K
26.2K $1.48M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-297
- 0.97%
$75.65 - $83.47 $22.5K - $24.8K
30.3K $2.31M
IWN
Ishares Russell2000 Val ETF

ETFs
-344
- 0.57%
$162.69 - $181.35 $56K - $62.4K
59.7K $9.81M
VBR
Vanguard Small Cap Value ETF

ETFs
-433
- 1.26%
$197.36 - $217.3 $85.5K - $94.1K
33.8K $6.7M
IWM
Ishares Russell 2000 ETF

ETFs
-708
- 1.01%
$216.13 - $242.4 $153K - $172K
69.2K $15.3M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-3K
- 25.52%
$43.44 - $45.05 $130K - $135K
8.76K $380K
PFE
Pfizer Inc

Healthcare
-100
- 0.19%
$24.8 - $30.19 $2.48K - $3.02K
52.1K $1.38M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-76
- 0.23%
$38.37 - $42.82 $2.92K - $3.25K
33.1K $1.27M
XOM
Exxon Mobil Corp

Energy
-176
- 2.23%
$105.51 - $125.37 $18.6K - $22.1K
7.71K $828K
VTV
Vanguard Value ETF

ETFs
-184
- 1.76%
$168.32 - $181.87 $31K - $33.5K
10.3K $1.74M
UNH
Unitedhealth Group Inc

Healthcare
-16
- 2.15%
$485.52 - $625.25 $7.77K - $10K
728 $368K
VEU
Vanguard Ftse All World Ex Us

ETFs
-12
- 0.1%
$57.29 - $63.1 $687 - $757
11.5K $659K
AOR
Ishares Tr Core Growth Allocat

ETFs
-118
- 0.43%
$57.32 - $59.66 $6.76K - $7.04K
27.4K $1.57M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-67
- 0.83%
$53.86 - $60.27 $3.61K - $4.04K
8.05K $434K
MRK
Merck & Co., Inc.

Healthcare
-59
- 1.63%
$96.31 - $114.76 $5.68K - $6.77K
3.57K $355K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-66
- 1.16%
$75.1 - $82.99 $4.96K - $5.48K
5.65K $427K
JNJ
Johnson & Johnson

Healthcare
-35
- 1.53%
$143.34 - $165.86 $5.02K - $5.81K
2.26K $326K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-659
- 3.83%
$41.74 - $46.2 $27.5K - $30.4K
16.6K $694K
IEFA
Ishares Tr

ETFs
-71
- 1.44%
$70.06 - $77.43 $4.97K - $5.5K
4.86K $341K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-290
- 5.58%
$91.94 - $100.02 $26.7K - $29K
4.91K $454K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-486
- 11.38%
$129.96 - $144.97 $63.2K - $70.5K
3.79K $527K
UNP
Union Pacific Corp

Industrials
-20
- 1.24%
$223.15 - $249.32 $4.46K - $4.99K
1.59K $362K
VUG
Vanguard Growth ETF

ETFs
-296
- 8.42%
$378.79 - $428.11 $112K - $127K
3.22K $1.32M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-456
- 3.65%
$124.61 - $133.96 $56.8K - $61.1K
12K $1.55M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-226
- 4.78%
$86.65 - $94.9 $19.6K - $21.4K
4.5K $391K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-617
- 1.04%
$78.43 - $87.17 $48.4K - $53.8K
58.4K $4.69M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-280
- 4.96%
$81.6 - $90.89 $22.8K - $25.4K
5.36K $460K
DFAT
Dimensional ETF Tr U S Target

ETFs
-132
- 0.16%
$54.54 - $61.04 $7.2K - $8.06K
84.8K $4.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
-31
- 0.91%
$567.81 - $607.81 $17.6K - $18.8K
3.36K $1.97M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-459
- 1.0%
$278.19 - $315.36 $128K - $145K
45.4K $13.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
-8
- 0.08%
$264.18 - $304.19 $2.11K - $2.43K
10.4K $2.91M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.05K
- 2.54%
$94.43 - $105.47 $99.4K - $111K
40.5K $4.11M
VOT
Vanguard Mid Cap Growth Index

ETFs
-170
- 0.73%
$241.48 - $274.89 $41.1K - $46.7K
23.2K $5.88M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.37K
- 1.35%
$311.11 - $335.64 $427K - $461K
101K $32.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.95K
- 4.86%
$370.24 - $418.94 $2.2M - $2.49M
116K $46.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-537
- 0.36%
$570.51 - $610.59 $306K - $328K
149K $88M
Activity Summary
Buys All Purchases 42 New Holdings 3 Increased Positions 39 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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