True Wealth Financial Partners Purchases in Q3 2024

True Wealth Financial Partners

  • $164 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
9.89K
+ 6.54%
$82.97 - $98.97 $820K - $978K
161K $15.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.9K
+ 4.93%
$41.9 - $48.26 $709K - $817K
360K $17.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
25.3K
+ 15.85%
$48.06 - $49.39 $1.22M - $1.25M
185K $9.11M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.8K
+ 9.52%
$74.26 - $78.84 $804K - $853K
124K $9.76M
BNDX
Vanguard Total International B

ETFs
19.3K
+ 11.85%
$48.42 - $50.35 $936K - $973K
182K $9.17M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
851
+ 2.06%
$47.18 - $48.74 $40.2K - $41.5K
42.2K $2.06M
VT
Vanguard Total World Stk Index

ETFs
100
+ 3.92%
$107.72 - $119.96 $10.8K - $12K
2.65K $317K
Activity Summary
Buys All Purchases 7 New Holdings 0 Increased Positions 7 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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