Tci Wealth Advisors, Inc. Purchases in Q3 2024

Tci Wealth Advisors, Inc.

  • $1.12 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
96K
+ 4.25%
$59.25 - $65.33 $5.69M - $6.27M
2.35M $153M
DFUS
Dimensional ETF Tr U S Equity

ETFs
47.8K
+ 2.06%
$56.04 - $62.2 $2.68M - $2.97M
2.36M $147M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
143K
+ 7.99%
$31.05 - $34.29 $4.43M - $4.9M
1.93M $66.2M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
69.8K
+ 3.21%
$38.51 - $41.69 $2.69M - $2.91M
2.24M $93.5M
DFAE
Dimensional ETF Tr

ETFs
246K
+ 37.83%
$24.46 - $27.82 $6.02M - $6.85M
897K $24.6M
AVUV
American Centy ETF Tr Avantis

ETFs
28.5K
+ 3.7%
$88.24 - $99.7 $2.51M - $2.84M
798K $76.5M
DFIS
Dimensional ETF Tr Dimensional

ETFs
195K
+ 21.48%
$24.06 - $26.97 $4.7M - $5.27M
1.1M $29.6M
DFIV
Dimensional ETF Tr

ETFs
66.6K
+ 5.35%
$34.66 - $38.38 $2.31M - $2.56M
1.31M $50M
AVDV
American Centy ETF Tr Avantis

ETFs
21.3K
+ 3.48%
$62.52 - $71.12 $1.33M - $1.51M
633K $44.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
110K
+ 22.41%
$30.74 - $34.07 $3.38M - $3.75M
601K $20.5M
DIHP
Dimensional ETF Tr Dimensional

ETFs
107K
+ 22.15%
$25.23 - $27.94 $2.7M - $2.99M
591K $16.4M
DFAX
Dimensional ETF Tr
82.6K
+ 9.99%
$24.29 - $27.25 $2.01M - $2.25M
910K $24.6M
AVDE
American Centy ETF Tr Avantis

ETFs
4.83K
+ 3.65%
$60.09 - $67.67 $290K - $327K
137K $9.18M
CAT
Caterpillar Inc

Industrials
43
+ 0.28%
$316.8 - $391.12 $13.6K - $16.8K
15.6K $6.1M
UPST
Upstart Holdings, Inc.

Financial Services
2.73K
+ 6.5%
$22.9 - $44.11 $62.6K - $121K
44.8K $1.79M
DFAI
Dimensional ETF Tr

ETFs
12.4K
+ 9.43%
$28.69 - $32.06 $355K - $396K
143K $4.56M
HD
Home Depot, Inc.

Consumer Cyclical
198
+ 3.0%
$333.64 - $405.2 $66.1K - $80.2K
6.8K $2.75M
VNQ
Vanguard Specialized Funds Van

ETFs
1.82K
+ 9.41%
$82.97 - $98.97 $151K - $180K
21.1K $2.06M
IBM
International Business Machines Corp

Technology
544
+ 8.42%
$175.1 - $223.38 $95.3K - $122K
7.01K $1.55M
META
Meta Platforms, Inc.

Communication Services
235
+ 5.94%
$453.41 - $572.44 $107K - $135K
4.19K $2.4M
WMT
Walmart Inc.

Consumer Defensive
1.7K
+ 9.02%
$66.91 - $81.4 $114K - $139K
20.6K $1.66M
NVDA
Nvidia Corp

Technology
3.82K
+ 7.87%
$98.91 - $134.91 $377K - $515K
52.3K $6.35M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.25K
New
$93.65 - $97.81 $304K - $318K
3.25K $317K
AVLV
American Centy ETF Tr Avantis
3.4K
+ 14.19%
$60.05 - $65.83 $204K - $224K
27.4K $1.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.33K
New
$77.02 - $85.06 $257K - $284K
3.33K $281K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.39K
New
$162.83 - $179.16 $226K - $248K
1.39K $248K
CEG
Constellation Energy Corp

Utilities
947
New
$167.08 - $262.86 $158K - $249K
947 $246K
AON
Aon PLC

Financial Services
694
New
$293.16 - $351.06 $203K - $244K
694 $240K
SRE
Sempra Energy

Utilities
2.86K
New
$74.97 - $84.04 $214K - $240K
2.86K $238K
LNT
Alliant Energy Corp

Utilities
3.86K
New
$50.74 - $60.74 $196K - $235K
3.86K $234K
ORCL
Oracle Corp

Technology
641
+ 14.98%
$125.9 - $170.35 $80.7K - $109K
4.92K $838K
DHR
Danaher Corp

Healthcare
36
+ 0.46%
$239.25 - $280.76 $8.61K - $10.1K
7.89K $2.19M
USB
Us Bancorp \De\

Financial Services
5.01K
New
$39.04 - $47.23 $196K - $237K
5.01K $229K
AFL
Aflac Inc

Financial Services
2K
New
$88.52 - $111.8 $177K - $223K
2K $223K
MUB
Ishares National Muni Bond ETF

ETFs
2.05K
New
$106.13 - $108.7 $218K - $223K
2.05K $222K
AMP
Ameriprise Financial Inc

Financial Services
469
New
$391.53 - $469.81 $184K - $220K
469 $220K
LDOS
Leidos Holdings, Inc.

Technology
1.35K
New
$142.66 - $163.02 $192K - $219K
1.35K $219K
ACN
Accenture PLC

Technology
613
New
$295.44 - $355.81 $181K - $218K
613 $216K
TT
Trane Technologies PLC

Industrials
551
New
$314.21 - $388.71 $173K - $214K
551 $214K
AVIV
American Centy ETF Tr Avantis
3.73K
New
$50.37 - $56.43 $188K - $210K
3.73K $209K
IVE
Ishares S&P 500 Value ETF

ETFs
1.05K
New
$181.06 - $197.17 $190K - $207K
1.05K $207K
CARR
Carrier Global Corp

Industrials
2.56K
New
$61.9 - $80.88 $159K - $207K
2.56K $206K
CTVA
Corteva, Inc.

Basic Materials
3.49K
New
$50.72 - $58.78 $177K - $205K
3.49K $204K
NOW
Service Now, Inc.

Technology
96
+ 8.86%
$730.87 - $937.36 $70.2K - $90K
1.18K $1.06M
AEP
American Electric Power CO Inc

Utilities
1.97K
New
$87.11 - $104.95 $172K - $207K
1.97K $202K
ADP
Automatic Data Processing Inc

Industrials
727
New
$233.44 - $279.45 $170K - $203K
727 $201K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.51K
New
$73.43 - $80.37 $184K - $202K
2.51K $201K
PGR
Progressive Corp

Financial Services
791
New
$209.46 - $259.24 $166K - $205K
791 $200K
COP
Conocophillips

Energy
1.9K
New
$102.3 - $116.61 $194K - $222K
1.9K $200K
Activity Summary
Buys All Purchases 142 New Holdings 27 Increased Positions 115 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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