Wealth Collab, LLC Purchases in Q3 2024

Wealth Collab, LLC

  • $153 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.1K
+ 5.56%
$58.03 - $65.37 $644K - $726K
211K $13.7B
VTI
Vanguard Total Stock Market Et

ETFs
1.93K
+ 4.5%
$255.18 - $283.2 $493K - $547K
44.8K $12.7B
MUB
Ishares National Muni Bond ETF

ETFs
9K
+ 25.83%
$106.13 - $108.7 $955K - $978K
43.8K $4.76B
AVUV
American Centy ETF Tr Avantis

ETFs
3.56K
+ 3.66%
$88.24 - $99.7 $314K - $355K
101K $9.67B
VNQ
Vanguard Specialized Funds Van

ETFs
2.07K
+ 4.06%
$82.97 - $98.97 $171K - $204K
53K $5.16B
AVDV
American Centy ETF Tr Avantis

ETFs
3.48K
+ 4.55%
$62.52 - $71.12 $218K - $248K
80K $5.65B
IXUS
Ishares Tr

ETFs
215
+ 0.2%
$64.9 - $73.35 $14K - $15.8K
110K $8.02B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.74K
+ 2.21%
$71.45 - $75.64 $124K - $131K
80.2K $6.03B
AAPL
Apple Inc.

Technology
122
+ 0.97%
$207.23 - $234.82 $25.3K - $28.6K
12.7K $2.97B
DASH
Door Dash, Inc.

Communication Services
2.11K
New
$100.28 - $143.99 $211K - $303K
2.11K $300M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
957
+ 1.73%
$74.26 - $78.84 $71.1K - $75.4K
56.3K $4.42B
AVEM
American Centy ETF Tr Avantis

ETFs
1.5K
+ 3.63%
$57.2 - $65.59 $85.6K - $98.2K
42.7K $2.76B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.78K
+ 11.26%
$55.06 - $62.25 $98K - $111K
17.6K $1.08B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
649
+ 3.96%
$91.37 - $101.65 $59.3K - $66K
17K $1.73B
META
Meta Platforms, Inc.

Communication Services
35
+ 2.27%
$453.41 - $572.44 $15.9K - $20K
1.58K $903M
CMF
Ishares California Muni Bond E

ETFs
1.45K
+ 5.23%
$56.65 - $58.17 $81.9K - $84.1K
29.1K $1.69B
TSLA
Tesla, Inc.

Consumer Cyclical
140
+ 33.98%
$191.76 - $263.26 $26.8K - $36.9K
552 $144M
AVSE
American Centy ETF Tr Avantis

ETFs
971
+ 38.86%
$48.92 - $56.14 $47.5K - $54.5K
3.47K $192M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
129
+ 1.19%
$41.9 - $48.26 $5.41K - $6.23K
11K $525M
HD
Home Depot, Inc.

Consumer Cyclical
13
+ 1.89%
$333.64 - $405.2 $4.34K - $5.27K
701 $284M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.71K
New
$22.38 - $23.66 $38.2K - $40.4K
1.71K $40M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
181
+ 30.32%
$72.18 - $107.33 $13.1K - $19.4K
778 $82.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
197
+ 30.88%
$147.95 - $191.05 $29.1K - $37.6K
835 $145M
SKM
Sk Telecom CO LTD

Communication Services
813
+ 17.43%
$20.68 - $24.47 $16.8K - $19.9K
5.48K $130M
AVSD
American Centy ETF Tr Avantis

ETFs
405
+ 25.99%
$53.92 - $61.11 $21.8K - $24.7K
1.96K $119M
VEA
Vanguard Ftse Developed Market

ETFs
323
+ 7.23%
$47.6 - $53.31 $15.4K - $17.2K
4.79K $253M
PFE
Pfizer Inc

Healthcare
1K
+ 32.67%
$27.7 - $31.39 $27.7K - $31.4K
4.06K $118M
G
Genpact LTD

Technology
295
+ 10.3%
$30.96 - $39.45 $9.13K - $11.6K
3.16K $124M
AVGO
Broadcom Inc.

Technology
613
+ 1156.6%
$136.27 - $1745.86 $83.5K - $1.07M
666 $115M
FINV
Fin Volution Group

Financial Services
789
+ 4.79%
$4.79 - $6.18 $3.78K - $4.88K
17.2K $107M
GBIL
Goldman Sachs Access Treasury

ETFs
236
New
$99.7 - $100.3 $23.5K - $23.7K
236 $23.7M
CERT
Certara, Inc.

Healthcare
2K
New
$10.46 - $16.58 $20.9K - $33.2K
2K $23.4M
WB
Weibo Corp

Communication Services
2.15K
+ 380.5%
$7.13 - $10.08 $15.3K - $21.6K
2.71K $27.3M
DBX
Dropbox, Inc.

Technology
820
+ 119.53%
$21.42 - $25.44 $17.6K - $20.9K
1.51K $38.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
45
+ 1.1%
$96.25 - $101.98 $4.33K - $4.59K
4.13K $418M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.6K
+ 30.31%
$9.55 - $11.13 $15.2K - $17.8K
6.86K $74.3M
JNJ
Johnson & Johnson

Healthcare
42
+ 4.8%
$145.48 - $167.38 $6.11K - $7.03K
917 $149M
LX
Lexin Fintech Holdings Ltd.

Financial Services
6.23K
+ 378.37%
$1.62 - $2.72 $10.1K - $16.9K
7.87K $21.4M
SHG
Shinhan Financial Group CO LTD

Financial Services
153
+ 9.54%
$34.61 - $34.61 $5.3K - $5.3K
1.76K $74.4M
Nutex Health Inc
845
New
N/A
845 $18.3M
JD
Jd.Com, Inc.

Consumer Cyclical
442
New
$24.95 - $40.01 $11K - $17.7K
442 $17.7M
ORAN
Orange

Communication Services
1.53K
New
$10.15 - $12.19 $15.5K - $18.6K
1.53K $17.5M
VRSN
Verisign Inc

Technology
88
+ 144.26%
$174.18 - $190.64 $15.3K - $16.8K
149 $28.3M
GIB
Cgi Inc

Technology
13
+ 1.31%
$99.02 - $116.4 $1.29K - $1.51K
1K $115M
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.24%
$179.99 - $201.6 $360 - $403
820 $165M
ORCL
Oracle Corp

Technology
83
+ 212.82%
$125.9 - $170.35 $10.4K - $14.1K
122 $20.8M
SEIC
Sei Investments CO

Financial Services
177
+ 50.57%
$63.1 - $69.83 $11.2K - $12.4K
527 $36.5M
MGA
Magna International Inc

Consumer Cyclical
328
+ 273.33%
$38.03 - $45.82 $12.5K - $15K
448 $18.4M
NRC
National Research Corp

Healthcare
571
+ 133.41%
$20.61 - $26.17 $11.8K - $14.9K
999 $22.8M
Activity Summary
Buys All Purchases 222 New Holdings 85 Increased Positions 137 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 1 Puts 0
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