Walden Wealth Partners LLC Incresed Positions in Q2 2024

Walden Wealth Partners LLC

  • $179 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4
+ 0.01%
$165.0 - $216.67 $660 - $867
36.8K $7.75B
DFAU
Dimensional ETF Tr

ETFs
9.45K
+ 3.94%
$34.53 - $37.67 $326K - $356K
249K $9.35B
GOOG
Alphabet Inc.

Communication Services
931
+ 5.26%
$151.94 - $186.86 $141K - $174K
18.6K $3.42B
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.56K
+ 2.15%
$53.83 - $59.14 $192K - $211K
169K $9.96B
VUG
Vanguard Growth ETF

ETFs
133
+ 1.07%
$322.46 - $377.11 $42.9K - $50.2K
12.5K $4.69B
MGV
Vanguard Mega Cap Value

ETFs
1.32K
+ 2.02%
$113.61 - $120.34 $150K - $159K
66.5K $7.88B
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.72K
+ 1.0%
$29.72 - $32.4 $51.1K - $55.7K
174K $5.58B
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
3K
+ 2.77%
$24.04 - $26.16 $72K - $78.3K
111K $2.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.02K
+ 1.77%
$95.11 - $97.92 $192K - $198K
116K $11.3B
ETN
Eaton Corp PLC

Industrials
600
+ 40.0%
$303.02 - $340.89 $182K - $205K
2.1K $658M
IVV
Ishares Core S&P 500 ETF

ETFs
130
+ 9.82%
$497.53 - $549.64 $64.7K - $71.5K
1.45K $796M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.4%
$414.65 - $485.21 $3.73K - $4.37K
2.27K $1.09B
DFAI
Dimensional ETF Tr

ETFs
3.49K
+ 2.65%
$28.93 - $30.91 $101K - $108K
135K $4.01B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.15K
+ 5.32%
$57.42 - $62.37 $66.2K - $71.9K
22.8K $1.37B
VTI
Vanguard Total Stock Market Et

ETFs
11
+ 0.26%
$245.23 - $269.4 $2.7K - $2.96K
4.19K $1.12B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.04K
+ 3.32%
$49.55 - $50.44 $51.3K - $52.2K
32.2K $1.61B
DFAE
Dimensional ETF Tr

ETFs
358
+ 0.91%
$24.03 - $26.3 $8.6K - $9.42K
39.6K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
4
+ 0.14%
$173.67 - $197.85 $695 - $791
2.8K $542M
DFAX
Dimensional ETF Tr
891
+ 0.44%
$24.57 - $26.36 $21.9K - $23.5K
203K $5.17B
JCPB
J P Morgan Exchange Traded Fd

ETFs
629
+ 3.35%
$45.27 - $46.67 $28.5K - $29.4K
19.4K $898M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
111
+ 1.35%
$68.68 - $73.31 $7.62K - $8.14K
8.36K $608M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
105
+ 4.91%
$102.13 - $110.88 $10.7K - $11.6K
2.25K $239M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
315
+ 1.48%
$56.43 - $60.79 $17.8K - $19.1K
21.6K $1.26B
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Walden Wealth Partners LLC Portfolio

Follow Walden Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walden Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walden Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email