Seaside Wealth Management, Inc. Reduced Holdings in Q3 2024

Seaside Wealth Management, Inc.

  • $264 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.98K
- 7.43%
$59.93 - $66.52 $238K - $264K
49.5K $3.29M
MUB
Ishares National Muni Bond ETF

ETFs
-1.66K
- 2.59%
$106.13 - $108.7 $176K - $180K
62.5K $6.79M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-831
- 8.54%
$34.48 - $38.87 $28.7K - $32.3K
8.9K $342K
AVEM
American Centy ETF Tr Avantis

ETFs
-794
- 3.74%
$57.2 - $65.59 $45.4K - $52.1K
20.4K $1.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 2.09%
$520.18 - $576.82 $15.6K - $17.3K
1.41K $810K
AVUV
American Centy ETF Tr Avantis

ETFs
-141
- 1.66%
$88.24 - $99.7 $12.4K - $14.1K
8.34K $799K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-92
- 1.49%
$77.23 - $87.97 $7.11K - $8.09K
6.07K $526K
REET
Ishares Global Reit ETF

ETFs
-33
- 0.18%
$23.07 - $27.17 $761 - $897
18.4K $490K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-262
- 1.29%
$41.02 - $46.01 $10.7K - $12.1K
20.1K $913K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.2K
- 3.71%
$36.98 - $41.55 $81.4K - $91.5K
57.1K $2.35M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-283
- 0.63%
$48.51 - $52.86 $13.7K - $15K
45K $2.38M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Seaside Wealth Management, Inc. Portfolio

Follow Seaside Wealth Management, 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 Seaside Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Seaside Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email