Straight Path Wealth Management Purchases in Q3 2024

Straight Path Wealth Management

  • $208 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
60.8K
+ 5.29%
$31.05 - $34.29 $1.89M - $2.08M
1.21M $41.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
50K
+ 7.81%
$25.36 - $28.37 $1.27M - $1.42M
690K $19.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
24.2K
+ 8.68%
$25.21 - $28.46 $610K - $689K
303K $8.53M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.59K
+ 5.09%
$21.91 - $26.03 $188K - $224K
177K $4.55M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
31.9K
+ 9.91%
$19.2 - $19.82 $612K - $632K
354K $6.98M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.45K
+ 3.89%
$35.7 - $41.13 $302K - $348K
226K $9.12M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
29.2K
+ 8.81%
$19.2 - $19.63 $560K - $572K
360K $7.04M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
22.9K
+ 9.58%
$18.55 - $19.57 $426K - $449K
262K $5.05M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
25.2K
+ 8.06%
$20.47 - $20.71 $516K - $522K
338K $6.98M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
335
+ 0.54%
$175.46 - $203.3 $58.8K - $68.1K
62.9K $12.8M
DVN
Devon Energy Corp

Energy
11.2K
+ 238.3%
$37.87 - $48.65 $424K - $545K
15.9K $622K
MMM
3 M CO

Industrials
1
+ 0.01%
$99.69 - $139.42 $99.7 - $139
10K $1.37M
VNQ
Vanguard Specialized Funds Van

ETFs
3.33K
New
$82.97 - $98.97 $276K - $330K
3.33K $324K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
11.3K
+ 12.09%
$18.12 - $18.92 $205K - $214K
105K $1.97M
BSCU
Invesco Exc Self Ind Tr

ETFs
12.1K
+ 12.02%
$16.19 - $17.05 $195K - $206K
112K $1.91M
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
New
$200.87 - $224.6 $227K - $254K
1.13K $249K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.83K
+ 9.25%
$19.92 - $20.67 $176K - $182K
104K $2.14M
BSCV
Invesco ETF Self Indexed Fd Tr
13K
+ 46.89%
$15.89 - $16.79 $207K - $219K
40.9K $681K
XLY
Select Sector Spdr Consumer Di

ETFs
1.17K
New
$170.05 - $200.86 $199K - $235K
1.17K $234K
NVDA
Nvidia Corp

Technology
1.79K
New
$98.91 - $134.91 $177K - $241K
1.79K $217K
IVV
Ishares Core S&P 500 ETF

ETFs
9
+ 0.14%
$520.18 - $576.82 $4.68K - $5.19K
6.61K $3.81M
XLV
Select Sector Spdr Fund Health

ETFs
1.31K
New
$143.3 - $157.24 $187K - $205K
1.31K $200K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.7K
+ 2.58%
$21.05 - $21.17 $141K - $142K
267K $5.64M
BOCT
Innovator U.S. Equity Buffer E

ETFs
2.77K
+ 46.2%
$40.71 - $42.45 $113K - $118K
8.77K $372K
IBHG
Ishares Tr Ibonds 2027 Term Hi
3.74K
+ 5.71%
$21.89 - $22.6 $81.9K - $84.5K
69.3K $1.57M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
3.38K
+ 4.83%
$22.76 - $23.41 $77K - $79.2K
73.4K $1.72M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
3.37K
+ 9.25%
$22.97 - $23.99 $77.5K - $80.9K
39.8K $952K
XLK
Technology Sector Spdr

ETFs
477
+ 53.18%
$197.34 - $237.68 $94.1K - $113K
1.37K $310K
BND
Vanguard Bd Index Fd Inc Total

ETFs
259
+ 0.91%
$71.45 - $75.64 $18.5K - $19.6K
28.6K $2.15M
PAPR
Innovator U.S. Equity Power Bu

ETFs
2.18K
+ 10.26%
$33.61 - $35.94 $73.2K - $78.3K
23.4K $841K
AAPL
Apple Inc.

Technology
28
+ 0.67%
$207.23 - $234.82 $5.8K - $6.57K
4.21K $980K
HDV
Ishares Core High Dividend ETF

ETFs
97
+ 1.05%
$107.62 - $118.76 $10.4K - $11.5K
9.32K $1.1M
PHYS
Sprott Physical Gold Trust

Financial Services
500
+ 1.45%
$18.12 - $20.72 $9.06K - $10.4K
35K $712K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
2.67K
+ 6.89%
$22.96 - $23.97 $61.2K - $63.9K
41.3K $983K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
611
+ 15.59%
$77.02 - $85.06 $47.1K - $52K
4.53K $383K
PFE
Pfizer Inc

Healthcare
1.19K
+ 3.21%
$27.7 - $31.39 $32.9K - $37.3K
38.2K $1.11M
IAPR
Innovator Etfs Tr Internationa

ETFs
1.8K
+ 13.74%
$26.49 - $28.58 $47.6K - $51.3K
14.9K $422K
IBHE
Ishares Ibonds 2025 Term High

ETFs
2.41K
+ 3.68%
$23.03 - $23.3 $55.5K - $56.1K
67.8K $1.58M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.88K
+ 16.57%
$24.62 - $25.59 $46.4K - $48.2K
13.2K $338K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.45K
+ 7.8%
$23.63 - $24.42 $34.2K - $35.4K
20K $488K
MSFT
Microsoft Corp

Technology
124
+ 21.53%
$395.15 - $467.56 $49K - $58K
700 $301K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
312
+ 1.14%
$6.26 - $7.76 $1.95K - $2.42K
27.7K $213K
KAPR
Innovator U.S. Small Cap Power

ETFs
509
+ 3.82%
$30.54 - $32.65 $15.5K - $16.6K
13.8K $449K
BP
Bp PLC

Energy
3K
+ 24.71%
$30.78 - $37.05 $92.3K - $111K
15.1K $475K
BNDX
Vanguard Total International B

ETFs
91
+ 0.6%
$48.42 - $50.35 $4.41K - $4.58K
15.2K $766K
XLI
Industrial Sector Spdr

ETFs
9
+ 0.48%
$120.56 - $135.44 $1.09K - $1.22K
1.89K $255K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
620
+ 4.54%
$22.51 - $23.57 $14K - $14.6K
14.3K $335K
EAPR
Innovator Etfs Tr Emerging Mkt
608
+ 7.79%
$25.09 - $27.24 $15.3K - $16.6K
8.41K $227K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
322
+ 2.0%
$24.78 - $25.11 $7.98K - $8.09K
16.5K $413K
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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