Shanker Valleau Wealth Advisors, Inc. Sells in Q3 2024

Shanker Valleau Wealth Advisors, Inc.

  • $294 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
-11.9K
- 4.24%
$48.42 - $50.35 $577K - $600K
269K $13.5M
SBUX
Starbucks Corp

Consumer Cyclical
-200
- 6.95%
$72.51 - $98.6 $14.5K - $19.7K
2.68K $261K
AVRE
American Centy ETF Tr Avantis
-38.7K
- 12.08%
$40.95 - $48.28 $1.59M - $1.87M
282K $13.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.03K
- 1.84%
$76.94 - $79.54 $387K - $400K
268K $21.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-41.3K
- 1.89%
$31.05 - $34.29 $1.28M - $1.42M
2.14M $73.4M
Activity Summary
Buys All Purchases 16 New Holdings 6 Increased Positions 10 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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