Wealthspan Partners, LLC Purchases and Sells in Q3 2024

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
5.78K
+ 4.73%
$159.75 - $174.57 $923K - $1.01M
128K $22.3M
1.66K
+ 2.14%
$341.08 - $391.94 $564K - $649K
79.1K $30.4M
25.2K
+ 96.06%
$44.65 - $47.21 $1.12M - $1.19M
51.4K $2.4M
19.6K
+ 13.81%
$41.34 - $43.55 $809K - $852K
161K $6.96M
11.1K
+ 222.28%
$77.02 - $85.06 $851K - $940K
16K $1.35M
9.42K
+ 31.27%
$76.94 - $79.54 $725K - $749K
39.5K $3.14M
View all

New Holdings

4 operations
Stock Shares change Price Range Shares Held Trade History
5.01K
New
$200.87 - $224.6 $1.01M - $1.13M
5.01K $1.11M
7.39K
New
$30.53 - $33.02 $226K - $244K
7.39K $241K
584
New
$283.13 - $365.01 $165K - $213K
584 $212K
DIMENSIONAL ETF TRUST
18.9K
New
N/A
18.9K $0

Top Sells

Reduced Positions

36 operations
Stock Shares change Price Range Shares Held Trade History
-1.04K
- 2.19%
$182.15 - $182.15 $190K - $190K
46.6K $8.5M
-5.61K
- 48.39%
$37.66 - $42.06 $211K - $236K
5.99K $251K
-8.59K
- 25.99%
$24.06 - $26.97 $207K - $232K
24.4K $655K
-3.02K
- 21.61%
$65.4 - $72.79 $197K - $220K
11K $795K
-384
- 2.68%
$51.58 - $60.97 $19.8K - $23.4K
14K $788K
-113
- 4.38%
$148.65 - $191.18 $16.8K - $21.6K
2.47K $408K
View all
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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