Wealthspan Partners, LLC Purchases in Q4 2024

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
957
+ 1.21%
$378.79 - $428.11 $363K - $410K
80.1K $32.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
26.6K
+ 67.26%
$77.86 - $79.27 $2.07M - $2.11M
66.1K $5.16M
IWM
Ishares Russell 2000 ETF

ETFs
5.55K
+ 110.77%
$216.13 - $242.4 $1.2M - $1.35M
10.6K $2.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
69.3K
+ 432.38%
$26.93 - $84.95 $1.87M - $5.89M
85.3K $2.33M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.1K
+ 39.19%
$44.87 - $46.86 $904K - $944K
71.5K $3.21M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.6K
+ 30.81%
$57.53 - $60.83 $610K - $645K
45K $2.59M
MLPX
Global X Mlp & Energy Infrastr

ETFs
6.31K
+ 63.64%
$54.89 - $64.32 $346K - $406K
16.2K $980K
VTI
Vanguard Total Stock Market Et

ETFs
1.33K
New
$280.04 - $302.45 $372K - $402K
1.33K $385K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.42K
+ 10.12%
$63.58 - $71.15 $344K - $385K
58.9K $3.83M
IEF
Ishares Barclays

ETFs
4.02K
+ 83.93%
$92.08 - $98.18 $370K - $394K
8.8K $813K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.25K
New
$53.94 - $58.15 $229K - $247K
4.25K $239K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.95K
New
$58.88 - $64.8 $233K - $256K
3.95K $232K
KMI
Kinder Morgan, Inc.

Energy
7.93K
New
$22.59 - $28.54 $179K - $226K
7.93K $217K
BAC
Bank Of America Corp

Financial Services
4.88K
New
$39.22 - $47.77 $191K - $233K
4.88K $214K
QQQ
Invesco Qqq Trust, Series 1

ETFs
281
+ 9.38%
$481.22 - $538.17 $135K - $151K
3.28K $1.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
383
New
$521.84 - $558.82 $200K - $214K
383 $206K
TSLA
Tesla, Inc.

Consumer Cyclical
8
+ 0.57%
$213.65 - $479.86 $1.71K - $3.84K
1.41K $569K
SPY
Spdr S&P 500 ETF Trust

ETFs
255
+ 14.88%
$567.81 - $607.81 $145K - $155K
1.97K $1.15M
SOFI
So Fi Technologies, Inc.

Financial Services
2.65K
+ 15.45%
$7.63 - $16.88 $20.2K - $44.6K
19.8K $304K
AMZN
Amazon Com Inc

Consumer Cyclical
159
+ 4.43%
$180.88 - $232.93 $28.8K - $37K
3.75K $821K
IAU
Ishares Gold Trust

ETFs
2.53K
+ 2.2%
$48.37 - $52.65 $123K - $133K
118K $5.83M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.78K
+ 26.71%
$44.04 - $49.49 $122K - $138K
13.2K $581K
VB
Vanguard Small Cap ETF

ETFs
172
+ 1.79%
$233.76 - $261.58 $40.2K - $45K
9.8K $2.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.6K
+ 335.34%
$25.93 - $105.3 $353K - $1.43M
17.7K $491K
OKE
Oneok Inc

Energy
11
+ 0.16%
$92.28 - $117.05 $1.02K - $1.29K
6.99K $702K
GOOGL
Alphabet Inc.

Communication Services
40
+ 1.62%
$161.86 - $196.66 $6.47K - $7.87K
2.51K $474K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.17K
+ 29.38%
$30.58 - $33.39 $66.4K - $72.5K
9.57K $299K
UUUU
Energy Fuels Inc

Energy
10K
New
$5.11 - $7.29 $51.1K - $72.9K
10K $51K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 2.51%
$873.59 - $994.69 $6.12K - $6.96K
286 $262K
DFAT
Dimensional ETF Tr U S Target

ETFs
85
+ 0.4%
$54.54 - $61.04 $4.64K - $5.19K
21.3K $1.18M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.23%
$107.41 - $115.71 $537 - $579
2.14K $236K
GLD
Spdr Gold Trust

ETFs
14
+ 0.52%
$236.59 - $257.5 $3.31K - $3.61K
2.73K $660K
Dimensional ETF Trust
13K
+ 21.88%
N/A
72.5K $0
Dimensional ETF Trust
5.22K
+ 27.54%
N/A
24.2K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
150
+ 0.6%
$40.15 - $42.9 $6.02K - $6.44K
25.1K $1.01M
PG
Procter & Gamble CO

Consumer Defensive
2
+ 0.12%
$161.05 - $179.7 $322 - $359
1.62K $271K
DFAR
Dimensional ETF Tr Dimensional

ETFs
728
+ 6.16%
$22.72 - $25.76 $16.5K - $18.8K
12.5K $291K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.2K
+ 200.0%
$25.79 - $80.4 $289K - $900K
16.8K $437K
SLV
I Shares Silver Trust

ETFs
2.14K
+ 5.77%
$26.33 - $31.74 $56.3K - $67.8K
39.2K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 0.23%
$442.29 - $483.08 $3.98K - $4.35K
3.87K $1.76M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
10
+ 0.29%
$119.34 - $127.78 $1.19K - $1.28K
3.44K $410K
XOM
Exxon Mobil Corp

Energy
113
+ 2.34%
$105.51 - $125.37 $11.9K - $14.2K
4.95K $532K
ED
Consolidated Edison Inc

Utilities
6
+ 0.26%
$88.87 - $107.38 $533 - $644
2.27K $202K
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.16K
+ 3.89%
$25.61 - $28.0 $29.6K - $32.3K
30.8K $796K
VEA
Vanguard Ftse Developed Market

ETFs
3K
+ 7.94%
$47.57 - $52.44 $143K - $157K
40.8K $1.95M
DIHP
Dimensional ETF Tr Dimensional

ETFs
741
+ 2.41%
$25.15 - $27.57 $18.6K - $20.4K
31.5K $795K
ABBV
Abb Vie Inc.

Healthcare
39
+ 1.02%
$164.99 - $203.87 $6.43K - $7.95K
3.85K $684K
NEE
Nextera Energy Inc

Utilities
75
+ 1.08%
$69.77 - $85.43 $5.23K - $6.41K
7.04K $504K
COPX
Global X Copper Miners ETF

ETFs
909
+ 4.71%
$38.17 - $48.57 $34.7K - $44.2K
20.2K $770K
Activity Summary
Buys All Purchases 53 New Holdings 7 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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