Topel & Distasi Wealth Management, LLC Sells in Q4 2024

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.1K
- 23.89%
$183.23 - $199.79 $935K - $1.02M
16.3K $3.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.65K
- 12.96%
$370.24 - $418.94 $1.35M - $1.53M
24.5K $9.85M
VEA
Vanguard Ftse Developed Market

ETFs
-115
- 0.08%
$47.57 - $52.44 $5.47K - $6.03K
137K $6.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.69K
- 3.03%
$113.92 - $127.38 $307K - $343K
86.2K $9.93M
IGOV
Ishares 1 3 International Trea

ETFs
-2.95K
- 3.54%
$38.42 - $41.79 $113K - $123K
80.2K $3.08M
EEM
Ishares Msci Emerging Markets

ETFs
-6.51K
- 21.98%
$41.82 - $47.36 $272K - $308K
23.1K $965K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.16K
- 14.2%
$44.33 - $49.55 $273K - $305K
37.2K $1.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.01K
- 18.5%
$264.18 - $304.19 $266K - $306K
4.44K $1.24M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-363
- 0.73%
$44.04 - $49.49 $16K - $18K
49.1K $2.16M
VO
Vanguard Mid Cap ETF

ETFs
-744
- 6.44%
$261.5 - $284.63 $195K - $212K
10.8K $2.85M
HYG
Ishares Tr

ETFs
-44
- 0.06%
$78.09 - $80.04 $3.44K - $3.52K
79.1K $6.22M
IVV
Ishares Core S&P 500 ETF

ETFs
-330
- 5.86%
$570.51 - $610.59 $188K - $201K
5.3K $3.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
-235
- 0.91%
$80.13 - $83.77 $18.8K - $19.7K
25.5K $2.05M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.24K
- 26.05%
$87.25 - $95.52 $109K - $119K
3.53K $312K
VONE
Vanguard Russell 1000 ETF

ETFs
-715
- 5.76%
$257.18 - $277.76 $184K - $199K
11.7K $3.12M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-181
- 0.26%
$22.65 - $23.8 $4.1K - $4.31K
68.3K $1.55M
VGIT
Vanguard Intermediate Term Tre

ETFs
-458
- 2.36%
$57.78 - $60.4 $26.5K - $27.7K
18.9K $1.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-164
- 17.83%
$278.19 - $315.36 $45.6K - $51.7K
756 $217K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-42
- 0.62%
$33.39 - $37.66 $1.4K - $1.58K
6.74K $225K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-67
- 0.45%
$41.64 - $45.75 $2.79K - $3.07K
14.8K $620K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-53
- 0.81%
$48.33 - $49.08 $2.56K - $2.6K
6.53K $316K
IEMG
Ishares Inc

ETFs
-79
- 0.23%
N/A
33.7K $1.81M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-233
- 0.9%
$41.09 - $45.94 $9.57K - $10.7K
25.6K $1.08M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-213
- 3.07%
$43.67 - $47.04 $9.3K - $10K
6.74K $305K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-155
- 0.76%
$107.41 - $115.71 $16.6K - $17.9K
20.4K $2.24M
VB
Vanguard Small Cap ETF

ETFs
-11
- 0.06%
$233.76 - $261.58 $2.57K - $2.88K
18.6K $4.48M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-226
- 0.91%
$100.18 - $109.1 $22.6K - $24.7K
24.7K $2.59M
VUG
Vanguard Growth ETF

ETFs
-879
- 2.17%
$378.79 - $428.11 $333K - $376K
39.7K $16.3M
Activity Summary
Buys All Purchases 21 New Holdings 0 Increased Positions 21 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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