Wealthsource Partners, LLC Sells in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.08K
- 2.76%
$46.72 - $48.12 $50.6K - $52.1K
38.1K $1.81M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-990
- 19.15%
$46.58 - $48.36 $46.1K - $47.9K
4.18K $202K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-276
- 2.92%
$331.71 - $362.68 $91.6K - $100K
9.17K $3.27M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-4.01K
- 12.63%
$17.24 - $19.1 $69.2K - $76.7K
27.8K $530K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-840
- 13.29%
$64.68 - $72.47 $54.3K - $60.9K
5.48K $395K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-800
- 11.48%
$40.49 - $44.3 $32.4K - $35.4K
6.17K $262K
XLI
Industrial Sector Spdr

ETFs
-825
- 15.63%
$96.44 - $114.13 $79.6K - $94.2K
4.45K $507K
EOG
Eog Resources Inc

Energy
-21
- 0.52%
$117.67 - $136.23 $2.47K - $2.86K
3.98K $481K
VLO
Valero Energy Corp

Energy
-10
- 0.51%
$119.92 - $138.09 $1.2K - $1.38K
1.95K $253K
SHEL
Shell PLC

Energy
-457
- 8.33%
$62.04 - $68.55 $28.4K - $31.3K
5.03K $330K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
-743
- 7.37%
$24.58 - $24.93 $18.3K - $18.5K
9.33K $232K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-35
- 14.77%
$2742.69 - $3566.65 $96K - $125K
202 $716K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-649
- 3.36%
$28.59 - $29.06 $18.6K - $18.9K
18.7K $542K
EA
Electronic Arts Inc.

Communication Services
-461
- 14.6%
$119.55 - $142.35 $55.1K - $65.6K
2.7K $368K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-360
- 0.98%
$49.63 - $50.1 $17.9K - $18K
36.5K $1.82M
DIS
Walt Disney CO

Communication Services
-1.46K
- 11.16%
$79.32 - $96.06 $116K - $140K
11.6K $1.05M
HTZWW
Hertz Global Hldgs Inc New
-55
- 0.37%
$4.15 - $5.97 $228 - $328
14.9K $81K
MSPRW
Msp Recovery, Inc.

Healthcare
-167K
- 5.37%
N/A
2.95M $176K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-1K
- 15.75%
$35.41 - $43.72 $35.4K - $43.7K
5.35K $231K
OKE
Oneok Inc

Energy
-518
- 12.14%
$61.35 - $71.14 $31.8K - $36.9K
3.75K $263K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.17K
- 10.26%
$7.9 - $8.79 $9.25K - $10.3K
10.2K $89K
F
Ford Motor CO

Consumer Cyclical
-222
- 1.53%
$9.7 - $12.45 $2.15K - $2.76K
14.3K $174K
IVE
Ishares S&P 500 Value ETF

ETFs
-1.37K
- 11.78%
$147.64 - $174.21 $202K - $239K
10.3K $1.79M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-1.76K
- 7.35%
$21.86 - $24.25 $38.6K - $42.8K
22.2K $538K
DFAE
Dimensional ETF Tr

ETFs
-3.46K
- 6.72%
$21.63 - $24.11 $74.8K - $83.4K
48K $1.16M
EWY
Ishares Inc Msci South Korea E

ETFs
-440
- 11.96%
$54.64 - $65.98 $24K - $29K
3.24K $212K
SRE
Sempra Energy

Utilities
-439
- 9.62%
$65.27 - $76.49 $28.7K - $33.6K
4.12K $308K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-1.6K
- 6.5%
$22.6 - $25.2 $36.2K - $40.3K
23K $580K
BIRD
Allbirds, Inc.

Consumer Cyclical
-3.59K
- 19.4%
$0.67 - $1.43 $2.4K - $5.13K
14.9K $18K
FANG
Diamondback Energy, Inc.

Energy
-14
- 0.96%
$145.12 - $169.92 $2.03K - $2.38K
1.44K $223K
ICE
Intercontinental Exchange, Inc.

Financial Services
-483
- 14.26%
$104.72 - $128.6 $50.6K - $62.1K
2.9K $372K
Tko Group Holdings Inc
-569
- 12.43%
N/A
4.01K $0
PDEC
Innovator U.S. Equity Power Bu
-200
- 0.99%
N/A
20K $0
First Tr Exchng Traded Fd Vi
-2.5K
- 9.4%
N/A
24.1K $0
First Tr Exchng Traded Fd Vi
-664
- 0.77%
N/A
85.2K $0
First Tr Exchng Traded Fd Vi
-400
- 4.64%
N/A
8.22K $0
Rb Global Inc
-2.58K
- 16.75%
N/A
12.8K $0
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-685
- 7.07%
$59.33 - $66.5 $40.6K - $45.6K
9.01K $599K
AVDE
American Centy ETF Tr Avantis

ETFs
-360
- 7.09%
$52.98 - $60.62 $19.1K - $21.8K
4.71K $284K
PLBY
Plby Group, Inc.

Consumer Cyclical
-2.47K
- 12.69%
$0.44 - $1.07 $1.09K - $2.65K
17K $17K
UNH
Unitedhealth Group Inc

Healthcare
-125
- 4.05%
$509.47 - $552.97 $63.7K - $69.1K
2.96K $1.56M
FEM
First Trust Emerging Markets A

ETFs
-510
- 4.82%
$19.74 - $22.13 $10.1K - $11.3K
10.1K $223K
AVEM
American Centy ETF Tr Avantis

ETFs
-265
- 5.05%
$51.0 - $56.39 $13.5K - $14.9K
4.99K $281K
DD
Du Pont De Nemours, Inc.

Basic Materials
-107
- 1.65%
$66.92 - $77.04 $7.16K - $8.24K
6.37K $490K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-525
- 5.93%
$28.75 - $32.52 $15.1K - $17.1K
8.33K $270K
TXN
Texas Instruments Inc

Technology
-67
- 3.33%
$140.5 - $171.72 $9.41K - $11.5K
1.95K $331K
IGRO
Ishares Tr International Divid

ETFs
-185
- 3.97%
$56.68 - $64.57 $10.5K - $11.9K
4.47K $288K
PEG
Public Service Enterprise Group Inc

Utilities
-143
- 2.91%
$54.69 - $65.09 $7.82K - $9.31K
4.78K $291K
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-400
- 2.52%
$28.14 - $30.3 $11.3K - $12.1K
15.5K $468K
Activity Summary
Buys All Purchases 200 New Holdings 45 Increased Positions 155 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 1 Puts 0
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