Wayfinding Financial, LLC Reduced Holdings in Q4 2024

Wayfinding Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
-113K
- 27.73%
$32.65 - $33.68 $3.7M - $3.81M
295K $9.66M
MBB
Ishares Tr

ETFs
-32.7K
- 92.7%
$91.26 - $95.82 $2.98M - $3.13M
2.57K $235K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-477
- 0.57%
$58.88 - $64.8 $28.1K - $30.9K
83.5K $4.92M
XLU
Utilities Sector Spdr

ETFs
-3.83K
- 10.0%
$74.89 - $82.93 $287K - $318K
34.5K $2.61M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.15K
- 5.94%
$570.51 - $610.59 $657K - $703K
18.2K $10.7M
MSFT
Microsoft Corp

Technology
-28
- 0.06%
$406.35 - $454.46 $11.4K - $12.7K
49.5K $20.8M
ZECP
Zacks Tr Earnings Constant Por

ETFs
-6.13K
- 4.12%
$30.35 - $32.25 $186K - $198K
142K $4.37M
SBUX
Starbucks Corp

Consumer Cyclical
-448
- 1.96%
$87.44 - $102.5 $39.2K - $45.9K
22.4K $2.04M
NVDA
Nvidia Corp

Technology
-9.32K
- 11.18%
$117.0 - $148.88 $1.09M - $1.39M
74K $9.94M
Parametric Eqy Premium Income
-423
- 0.42%
N/A
99.7K $2.61M
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
-1.01K
- 0.64%
$18.43 - $19.57 $18.7K - $19.8K
157K $2.95M
JPIE
J P Morgan Exchange Traded Fd
-1.15K
- 7.62%
$45.59 - $46.25 $52.6K - $53.3K
14K $640K
JPHY
Jp Morgan High Yield Research

ETFs
-665
- 4.28%
N/A
14.9K $690K
F
Ford Motor CO

Consumer Cyclical
-2.86K
- 11.62%
$9.69 - $11.4 $27.7K - $32.5K
21.7K $214K
Parametric Hedged Eqy
-101
- 0.2%
N/A
51.3K $1.51M
Zacks Small/Mid Cap
-3.45K
- 2.42%
N/A
139K $4.76M
KMI
Kinder Morgan, Inc.

Energy
-388
- 3.7%
$22.59 - $28.54 $8.76K - $11.1K
10.1K $277K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.17K
- 1.97%
$34.49 - $39.24 $40.3K - $45.8K
58K $2.16M
AAPL
Apple Inc.

Technology
-542
- 1.39%
$221.69 - $259.02 $120K - $140K
38.3K $9.6M
Activity Summary
Buys All Purchases 116 New Holdings 104 Increased Positions 12 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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