Tpg Financial Advisors, LLC Purchases in Q3 2024

Tpg Financial Advisors, LLC

  • $222 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
57.1K
+ 24.16%
$92.67 - $99.14 $5.29M - $5.66M
293K $28.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
42.4K
+ 168.79%
$49.93 - $51.15 $2.12M - $2.17M
67.5K $3.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.7K
+ 3.14%
$48.51 - $52.86 $519K - $565K
352K $18.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
15.5K
+ 5.99%
$36.02 - $41.68 $559K - $647K
275K $11.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.91K
+ 2.88%
$50.85 - $53.88 $504K - $534K
354K $19M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.6K
+ 4.63%
$33.74 - $37.96 $359K - $404K
241K $9.04M
SPMD
Spdr Portfolio

ETFs
5.35K
+ 3.83%
$50.29 - $54.92 $269K - $294K
145K $7.93M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.81K
+ 8.34%
$173.36 - $189.8 $314K - $344K
23.5K $4.47M
SPYG
Spdr Portfolio

ETFs
3.81K
+ 3.06%
$73.38 - $84.1 $280K - $321K
129K $10.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.78K
+ 7.54%
$114.73 - $120.23 $318K - $334K
39.6K $4.73M
SPTS
Spdr Portfolio Short Term Trea

ETFs
11.7K
+ 6.94%
$28.75 - $29.46 $335K - $344K
180K $5.29M
JPIE
J P Morgan Exchange Traded Fd
616
+ 0.15%
$45.17 - $46.39 $27.8K - $28.6K
419K $19.4M
FDT
First Trust Developed Markets

ETFs
4.61K
+ 9.17%
$51.36 - $58.76 $237K - $271K
54.9K $3.16M
VO
Vanguard Mid Cap ETF

ETFs
298
+ 2.87%
$237.84 - $263.83 $70.9K - $78.6K
10.7K $2.82M
HD
Home Depot, Inc.

Consumer Cyclical
627
+ 89.06%
$333.64 - $405.2 $209K - $254K
1.33K $539K
IWF
Ishares Russell 1000 Gr ETF

ETFs
314
+ 2.21%
$332.02 - $382.76 $104K - $120K
14.5K $5.46M
IBM
International Business Machines Corp

Technology
1.16K
New
$175.1 - $223.38 $203K - $259K
1.16K $256K
TSLA
Tesla, Inc.

Consumer Cyclical
971
New
$191.76 - $263.26 $186K - $256K
971 $254K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
449
New
$405.19 - $478.57 $182K - $215K
449 $206K
HCA
Hca Healthcare, Inc.

Healthcare
497
New
$315.12 - $406.43 $157K - $202K
497 $201K
AAPL
Apple Inc.

Technology
195
+ 3.11%
$207.23 - $234.82 $40.4K - $45.8K
6.47K $1.51M
VOT
Vanguard Mid Cap Growth Index

ETFs
215
+ 3.92%
$218.05 - $243.47 $46.9K - $52.3K
5.7K $1.39M
VB
Vanguard Small Cap ETF

ETFs
204
+ 7.74%
$214.77 - $237.72 $43.8K - $48.5K
2.84K $673K
IEMG
Ishares Inc

ETFs
990
+ 5.9%
$53.64 - $53.64 $53.1K - $53.1K
17.8K $952K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.13%
$520.18 - $576.82 $1.04K - $1.15K
1.57K $905K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
179
+ 4.2%
$91.37 - $101.65 $16.4K - $18.2K
4.44K $451K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
565
+ 4.7%
$41.95 - $43.42 $23.7K - $24.5K
12.6K $546K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
621
+ 2.82%
$50.25 - $50.74 $31.2K - $31.5K
22.6K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 1.92%
$488.01 - $604.18 $3.9K - $4.83K
424 $247K
IWS
Ishares Russell Midcap Value E

ETFs
25
+ 1.28%
$119.52 - $132.25 $2.99K - $3.31K
1.97K $260K
JPM
Jpmorgan Chase & CO

Financial Services
73
+ 6.45%
$194.9 - $224.8 $14.2K - $16.4K
1.2K $253K
AOM
Ishares Tr Core Moderate Alloc

ETFs
208
+ 4.35%
$42.66 - $45.18 $8.87K - $9.4K
4.99K $224K
AOA
Ishares Tr Core Aggressive All

ETFs
96
+ 3.54%
$72.11 - $79.05 $6.92K - $7.59K
2.81K $221K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
170
+ 1.31%
$24.29 - $24.63 $4.13K - $4.19K
13.1K $321K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
89
+ 0.66%
$23.47 - $23.74 $2.09K - $2.11K
13.5K $320K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
230
+ 1.8%
$24.78 - $24.91 $5.7K - $5.73K
13K $322K
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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