Svb Wealth LLC Sells in Q3 2024

Svb Wealth LLC

  • $117 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.66M
- 99.82%
$207.23 - $234.82 $344M - $390M
2.92K $679K
IVV
Ishares Core S&P 500 ETF

ETFs
-186K
- 99.61%
$520.18 - $576.82 $96.8M - $107M
735 $423K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-538K
- 72.44%
$96.25 - $101.98 $51.7M - $54.8M
205K $20.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
-201K
- 59.98%
$194.66 - $225.97 $39.1M - $45.4M
134K $29.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-194K
- 98.87%
$162.64 - $179.3 $31.5M - $34.8M
2.22K $398K
IWX
Ishares Tr Russell 200 Value E

ETFs
-341K
- 58.95%
$74.49 - $81.27 $25.4M - $27.7M
238K $19.3M
IEFA
Ishares Tr

ETFs
-311K
- 62.01%
$70.09 - $78.74 $21.8M - $24.5M
191K $14.9M
IWS
Ishares Russell Midcap Value E

ETFs
-173K
- 74.06%
$119.52 - $132.25 $20.7M - $22.9M
60.7K $8.03M
BX
Blackstone Inc.

Financial Services
-146K
- 97.82%
$120.77 - $159.66 $17.6M - $23.3M
3.26K $499K
IEMG
Ishares Inc

ETFs
-325K
- 76.62%
$53.64 - $53.64 $17.4M - $17.4M
99K $5.31M
MUB
Ishares National Muni Bond ETF

ETFs
-111K
- 73.32%
$106.13 - $108.7 $11.7M - $12M
40.3K $4.37M
IWP
Ishares Russell Mid Cap Growth

ETFs
-103K
- 76.16%
$103.87 - $117.59 $10.7M - $12.1M
32.2K $3.78M
VNQ
Vanguard Specialized Funds Van

ETFs
-103K
- 88.34%
$82.97 - $98.97 $8.57M - $10.2M
13.6K $1.33M
VTWO
Vanguard Russell 2000 ETF

ETFs
-71.9K
- 66.74%
$81.17 - $90.77 $5.84M - $6.53M
35.9K $3.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-51.6K
- 82.44%
$100.75 - $111.62 $5.2M - $5.76M
11K $1.2M
TOLZ
Dj Brookfield Global

ETFs
-90.2K
- 89.63%
$44.92 - $51.35 $4.05M - $4.63M
10.4K $527K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-48.9K
- 64.45%
$60.13 - $68.17 $2.94M - $3.33M
27K $1.83M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-66.6K
- 76.78%
$40.45 - $47.24 $2.7M - $3.15M
20.1K $945K
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email