Shakespeare Wealth Management, Inc. Sells in Q3 2024

Shakespeare Wealth Management, Inc.

  • $379 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DWM
Wisdomtree Tr

ETFs
-312K
- 85.54%
$52.24 - $58.1 $16.3M - $18.1M
52.7K $3.04M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-192K
- 91.2%
$61.97 - $69.37 $11.9M - $13.3M
18.5K $1.28M
IEMG
Ishares Inc

ETFs
-13K
- 5.18%
$53.64 - $53.64 $696K - $696K
237K $12.7M
NVDA
Nvidia Corp

Technology
-3.22K
- 33.22%
$98.91 - $134.91 $319K - $435K
6.48K $786K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.78K
- 14.28%
$71.45 - $75.64 $270K - $286K
22.7K $1.7M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-4.35K
- 30.9%
$27.24 - $30.76 $119K - $134K
9.73K $296K
WFC
Wells Fargo & Company

Financial Services
-14
- 0.1%
$51.58 - $60.97 $722 - $854
13.7K $774K
IWV
Ishares Russell 3000 ETF

ETFs
-153
- 10.81%
$294.75 - $326.73 $45.1K - $50K
1.26K $412K
FNDC
Schwab Fundamental Intl Small

ETFs
-6.05K
- 9.89%
$33.85 - $38.5 $205K - $233K
55.1K $2.1M
Choiceone Finl Svcs
-800
- 2.02%
N/A
38.7K $0
IWM
Ishares Russell 2000 ETF

ETFs
-27
- 2.54%
$200.87 - $224.6 $5.42K - $6.06K
1.04K $229K
VEA
Vanguard Ftse Developed Market

ETFs
-291
- 2.53%
$47.6 - $53.31 $13.9K - $15.5K
11.2K $592K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-104
- 1.21%
$59.93 - $66.52 $6.23K - $6.92K
8.47K $563K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-929
- 4.13%
$57.32 - $62.65 $53.3K - $58.2K
21.6K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
-89
- 1.43%
$194.9 - $224.8 $17.3K - $20K
6.13K $1.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-860
- 3.91%
$41.9 - $48.26 $36K - $41.5K
21.1K $1.01M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.08K
- 3.44%
$46.96 - $52.62 $50.7K - $56.8K
30.3K $1.58M
IWN
Ishares Russell2000 Val ETF

ETFs
-568
- 5.61%
$150.05 - $171.34 $85.2K - $97.3K
9.55K $1.59M
FVD
First Tr Value Line Divid Inde

ETFs
-200
- 1.51%
$40.45 - $45.49 $8.09K - $9.1K
13.1K $595K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-575
- 2.13%
$37.68 - $42.0 $21.7K - $24.2K
26.4K $1.1M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-74
- 0.2%
$114.52 - $127.8 $8.47K - $9.46K
36.4K $4.56M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-45
- 0.12%
$37.33 - $40.63 $1.68K - $1.83K
37.3K $1.52M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-127
- 1.72%
$29.24 - $45.37 $3.71K - $5.76K
7.26K $326K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.61K
- 1.93%
$33.68 - $39.31 $54.1K - $63.1K
81.7K $3.21M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-51
- 0.87%
$256.4 - $289.78 $13.1K - $14.8K
5.79K $1.65M
HBAN
Huntington Bancshares Inc

Financial Services
-2.44K
- 2.27%
$12.84 - $15.15 $31.3K - $36.9K
105K $1.54M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-901
- 1.52%
$34.48 - $38.87 $31.1K - $35K
58.3K $2.25M
FNDX
Schwab Fundamental U S Large C

ETFs
-545
- 0.86%
$65.36 - $71.76 $35.6K - $39.1K
63K $4.52M
EFG
Msci Eafe Growth ETF

ETFs
-4.85K
- 2.92%
$96.84 - $108.77 $469K - $527K
161K $17.3M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-10.5K
- 3.61%
$60.13 - $68.17 $631K - $716K
281K $19M
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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