Sightline Wealth Advisors, LLC Purchases in Q3 2024

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
81.5K
+ 42.96%
$71.45 - $75.64 $5.82M - $6.16M
271K $20.4M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
37.7K
New
$74.85 - $82.2 $2.82M - $3.1M
37.7K $3.06M
VTV
Vanguard Value ETF

ETFs
2.82K
+ 3.42%
$159.75 - $174.57 $450K - $492K
85.3K $14.9M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
50.2K
+ 59.17%
$23.63 - $24.42 $1.19M - $1.23M
135K $3.29M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
44.7K
+ 43.91%
$23.75 - $23.75 $1.06M - $1.06M
147K $3.48M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.28K
+ 1.34%
$46.9 - $51.96 $107K - $118K
172K $8.86M
VGLT
Vanguard Long Term Treasury Et

ETFs
12.2K
New
$56.52 - $63.23 $689K - $771K
12.2K $750K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.46K
+ 61.92%
$162.64 - $179.3 $563K - $621K
9.06K $1.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
679
+ 0.6%
$75.47 - $83.18 $51.2K - $56.5K
114K $9.46M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
23K
+ 25.41%
$24.05 - $24.42 $553K - $562K
114K $2.76M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
16.4K
+ 51.06%
$22.76 - $23.41 $372K - $383K
48.4K $1.13M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
33.1K
New
$10.37 - $11.37 $343K - $377K
33.1K $369K
VUG
Vanguard Growth ETF

ETFs
460
+ 2.65%
$341.08 - $391.94 $157K - $180K
17.8K $6.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
26
+ 0.3%
$517.38 - $573.86 $13.5K - $14.9K
8.84K $5.07M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.74K
New
$85.48 - $98.39 $234K - $270K
2.74K $264K
IBMP
Ishares Tr Ibonds December 202

ETFs
9.91K
New
$24.92 - $25.47 $247K - $252K
9.91K $252K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.93K
+ 17.71%
$92.63 - $105.69 $179K - $204K
12.8K $1.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.29K
+ 60.9%
$77.02 - $85.06 $177K - $195K
6.06K $512K
WMT
Walmart Inc.

Consumer Defensive
2.67K
New
$66.91 - $81.4 $178K - $217K
2.67K $215K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.15K
+ 26.25%
$56.04 - $62.99 $176K - $198K
15.1K $924K
IVV
Ishares Core S&P 500 ETF

ETFs
191
+ 9.84%
$520.18 - $576.82 $99.4K - $110K
2.13K $1.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
107
+ 0.31%
$56.47 - $63.69 $6.04K - $6.81K
34.9K $2.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
510
+ 7.0%
$178.94 - $207.0 $91.3K - $106K
7.8K $1.57M
VB
Vanguard Small Cap ETF

ETFs
18
+ 0.29%
$214.77 - $237.72 $3.87K - $4.28K
6.26K $1.48M
VBR
Vanguard Small Cap Value ETF

ETFs
253
+ 6.94%
$179.99 - $201.6 $45.5K - $51K
3.9K $782K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.59K
+ 28.89%
$24.62 - $25.59 $88.4K - $91.9K
16K $408K
QQQ
Invesco Qqq Trust, Series 1

ETFs
66
+ 0.89%
$434.77 - $502.96 $28.7K - $33.2K
7.47K $3.64M
IWM
Ishares Russell 2000 ETF

ETFs
14
+ 0.27%
$200.87 - $224.6 $2.81K - $3.14K
5.12K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7
+ 0.14%
$283.28 - $314.39 $1.98K - $2.2K
4.96K $1.56M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
810
+ 14.95%
$63.28 - $70.06 $51.3K - $56.7K
6.23K $436K
IWV
Ishares Russell 3000 ETF

ETFs
6
+ 0.3%
$294.75 - $326.73 $1.77K - $1.96K
2.04K $664K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
101
+ 1.28%
$59.93 - $66.52 $6.05K - $6.72K
8K $532K
PRF
Invesco Exchange Traded Fd Tr

ETFs
41
+ 0.46%
$37.33 - $40.63 $1.53K - $1.67K
9.02K $366K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.05%
$332.02 - $382.76 $332 - $383
2.22K $834K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
18
+ 0.31%
$37.68 - $42.0 $678 - $756
5.74K $238K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
149
+ 0.77%
$14.34 - $15.17 $2.14K - $2.26K
19.5K $294K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.06%
$160.76 - $177.82 $161 - $178
1.59K $275K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
160
+ 1.0%
$8.59 - $9.07 $1.37K - $1.45K
16.2K $146K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
82
+ 0.62%
$9.0 - $9.4 $738 - $771
13.2K $122K
VIG
Vanguard Dividend Appreciation

ETFs
11
+ 0.48%
$182.15 - $182.15 $2K - $2K
2.29K $417K
Schwab Strategic Tr
71
+ 1.77%
N/A
4.08K $0
C
Citigroup Inc

Financial Services
35
+ 0.73%
$56.11 - $67.61 $1.96K - $2.37K
4.85K $303K
MSFT
Microsoft Corp

Technology
1
+ 0.03%
$395.15 - $467.56 $395 - $468
3.16K $1.36M
Activity Summary
Buys All Purchases 44 New Holdings 6 Increased Positions 38 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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