Topel & Distasi Wealth Management, LLC Purchases and Sells in Q3 2024

Topel & Distasi Wealth Management, LLC

32 operations

Stock	Shares change	Price Range	Shares Held
VTV	133 + 0.12%	$159.75 - $174.57 $21.2K - $23.2K	108K $18.8M
IEFA	3.82K + 1.99%	$70.09 - $78.74 $268K - $301K	196K $15.3M
EEM	23.2K + 363.66%	$40.42 - $46.7 $938K - $1.08M	29.6K $1.36M
IJR	1.3K + 1.48%	$105.53 - $118.34 $137K - $154K	88.9K $10.4M
IJH	4.58K + 3.94%	$57.32 - $62.65 $262K - $287K	121K $7.52M
LQD	666 + 0.71%	$106.11 - $113.72 $70.7K - $75.7K	94.5K $10.7M

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	3.13K New	$64.9 - $73.35 $203K - $230K	3.13K $227K
BRK-B	485 New	$405.19 - $478.57 $197K - $232K	485 $223K

23 operations

Stock	Shares change	Price Range	Shares Held
VWO	-35.9K - 42.08%	$41.9 - $48.26 $1.5M - $1.73M	49.4K $2.37M
VV	-1.92K - 9.63%	$236.92 - $263.4 $454K - $504K	18K $4.73M
IWF	-1.38K - 4.66%	$332.02 - $382.76 $457K - $527K	28.2K $10.6M
VONV	-5.2K - 14.65%	$76.07 - $83.33 $396K - $434K	30.3K $2.53M
VNQ	-3.08K - 26.78%	$82.97 - $98.97 $255K - $305K	8.41K $819K
VTIP	-1.02K - 13.38%	$48.06 - $49.39 $48.9K - $50.2K	6.58K $324K

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