Sightline Wealth Advisors, LLC Reduced Holdings in Q3 2024

Sightline Wealth Advisors, LLC

  • $181 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-21.5K
- 26.89%
$45.2 - $47.87 $974K - $1.03M
58.6K $2.78M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-6.89K
- 65.9%
$98.97 - $99.59 $682K - $686K
3.56K $354K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-18.8K
- 34.59%
$24.78 - $25.11 $467K - $473K
35.6K $893K
GBIL
Goldman Sachs Access Treasury

ETFs
-4.21K
- 54.78%
$99.7 - $100.3 $420K - $422K
3.47K $348K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.79K
- 15.54%
$76.94 - $79.54 $445K - $460K
31.5K $2.5M
FDL
First Tr Morningstar Dividend

ETFs
-5.2K
- 40.76%
$37.66 - $42.06 $196K - $219K
7.55K $316K
IEMG
Ishares Inc

ETFs
-2.5K
- 24.94%
$53.64 - $53.64 $134K - $134K
7.53K $403K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-5.2K
- 32.2%
$23.03 - $23.3 $120K - $121K
10.9K $255K
VO
Vanguard Mid Cap ETF

ETFs
-857
- 17.0%
$237.84 - $263.83 $204K - $226K
4.18K $1.1M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.99K
- 24.09%
$47.93 - $49.06 $95.5K - $97.7K
6.28K $307K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.49K
- 20.46%
$41.02 - $46.01 $102K - $115K
9.7K $441K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-201
- 9.07%
$100.3 - $100.74 $20.2K - $20.2K
2.01K $202K
SPYG
Spdr Portfolio

ETFs
-1.8K
- 3.94%
$73.38 - $84.1 $132K - $151K
43.8K $3.63M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-403
- 10.05%
$117.9 - $128.2 $47.5K - $51.7K
3.61K $462K
EEM
Ishares Msci Emerging Markets

ETFs
-776
- 7.71%
$40.42 - $46.7 $31.4K - $36.2K
9.3K $426K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-822
- 5.37%
$41.9 - $48.26 $34.4K - $39.7K
14.5K $693K
GNOM
Global X Fds Genomics & Biotec

ETFs
-600
- 0.91%
$10.32 - $11.8 $6.19K - $7.08K
65.2K $733K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-46
- 1.66%
$475.2 - $527.7 $21.9K - $24.3K
2.72K $1.44M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.24K
- 5.5%
$25.45 - $29.53 $210K - $243K
142K $4.13M
VEA
Vanguard Ftse Developed Market

ETFs
-292
- 0.56%
$47.6 - $53.31 $13.9K - $15.6K
51.8K $2.73M
IXUS
Ishares Tr

ETFs
-632
- 1.17%
$64.9 - $73.35 $41K - $46.4K
53.3K $3.87M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-252
- 0.09%
$36.98 - $41.55 $9.32K - $10.5K
266K $10.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.6K
- 1.73%
$162.83 - $179.16 $424K - $466K
148K $26.5M
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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