Wealthspan Partners, LLC Purchases in Q3 2024

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
5.78K
+ 4.73%
$159.75 - $174.57 $923K - $1.01M
128K $22.3M
VUG
Vanguard Growth ETF

ETFs
1.66K
+ 2.14%
$341.08 - $391.94 $564K - $649K
79.1K $30.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.2K
+ 96.06%
$44.65 - $47.21 $1.12M - $1.19M
51.4K $2.4M
IWM
Ishares Russell 2000 ETF

ETFs
5.01K
New
$200.87 - $224.6 $1.01M - $1.13M
5.01K $1.11M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
19.6K
+ 13.81%
$41.34 - $43.55 $809K - $852K
161K $6.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.1K
+ 222.28%
$77.02 - $85.06 $851K - $940K
16K $1.35M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.42K
+ 31.27%
$76.94 - $79.54 $725K - $749K
39.5K $3.14M
IAU
Ishares Gold Trust

ETFs
1.05K
+ 0.92%
$44.06 - $50.5 $46.4K - $53.1K
115K $5.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.46K
+ 3.92%
$117.9 - $128.2 $172K - $188K
38.8K $4.97M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.72K
+ 9.68%
$59.25 - $65.33 $280K - $308K
53.5K $3.47M
VEA
Vanguard Ftse Developed Market

ETFs
6.76K
+ 21.79%
$47.6 - $53.31 $322K - $360K
37.8K $1.99M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.05K
+ 2.21%
$31.05 - $34.29 $63.5K - $70.1K
94.4K $3.24M
IEF
Ishares Barclays

ETFs
2.43K
+ 102.97%
$92.67 - $99.14 $225K - $241K
4.78K $469K
CAT
Caterpillar Inc

Industrials
1
+ 0.02%
$316.8 - $391.12 $317 - $391
4.24K $1.66M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
7.39K
New
$30.53 - $33.02 $226K - $244K
7.39K $241K
WMT
Walmart Inc.

Consumer Defensive
83
+ 0.47%
$66.91 - $81.4 $5.55K - $6.76K
17.8K $1.44M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.92K
+ 33.96%
$30.74 - $34.07 $182K - $202K
23.4K $795K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 0.94%
$405.19 - $478.57 $14.6K - $17.2K
3.87K $1.78M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.03K
+ 63.07%
$41.9 - $48.26 $169K - $194K
10.4K $498K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.61K
+ 57.12%
$50.37 - $55.21 $182K - $199K
9.92K $539K
VB
Vanguard Small Cap ETF

ETFs
143
+ 1.51%
$214.77 - $237.72 $30.7K - $34K
9.62K $2.28M
PSA
Public Storage

Real Estate
584
New
$283.13 - $365.01 $165K - $213K
584 $212K
VBR
Vanguard Small Cap Value ETF

ETFs
17
+ 0.17%
$179.99 - $201.6 $3.06K - $3.43K
9.98K $2M
COPX
Global X Copper Miners ETF

ETFs
2.69K
+ 16.23%
$38.58 - $48.4 $104K - $130K
19.3K $911K
SPY
Spdr S&P 500 ETF Trust

ETFs
119
+ 7.46%
$517.38 - $573.86 $61.6K - $68.3K
1.71K $983K
AXON
Axon Enterprise, Inc.

Industrials
25
+ 2.59%
$286.16 - $399.6 $7.15K - $9.99K
990 $395K
NEE
Nextera Energy Inc

Utilities
5
+ 0.07%
$69.9 - $84.97 $350 - $425
6.97K $588K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.87K
+ 18.82%
$21.91 - $26.03 $41K - $48.7K
11.8K $302K
GLD
Spdr Gold Trust

ETFs
10
+ 0.37%
$215.56 - $246.98 $2.16K - $2.47K
2.72K $660K
OKE
Oneok Inc

Energy
13
+ 0.19%
$78.62 - $95.27 $1.02K - $1.24K
6.98K $636K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
198
+ 6.13%
$110.06 - $128.44 $21.8K - $25.4K
3.43K $435K
AMD
Advanced Micro Devices Inc

Technology
363
+ 25.26%
$128.67 - $183.96 $46.7K - $66.8K
1.8K $295K
SOFI
So Fi Technologies, Inc.

Financial Services
6K
+ 53.98%
$6.32 - $8.19 $37.9K - $49.1K
17.1K $134K
SO
Southern CO

Utilities
2
+ 0.05%
$77.0 - $90.52 $154 - $181
4.38K $395K
VBK
Vanguard Small Cap Growth ETF

ETFs
135
+ 12.01%
$240.48 - $267.94 $32.5K - $36.2K
1.26K $336K
QQQ
Invesco Qqq Trust, Series 1

ETFs
56
+ 1.9%
$434.77 - $502.96 $24.3K - $28.2K
3K $1.46M
DFUS
Dimensional ETF Tr U S Equity

ETFs
168
+ 1.39%
$56.04 - $62.2 $9.41K - $10.4K
12.2K $760K
ED
Consolidated Edison Inc

Utilities
6
+ 0.27%
$88.42 - $104.97 $531 - $630
2.27K $236K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.47%
$520.18 - $576.82 $2.6K - $2.88K
1.08K $621K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 4.49%
$801.83 - $917.05 $9.62K - $11K
279 $247K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 0.02%
$98.99 - $101.51 $99 - $102
5.82K $590K
DSI
Ishares Msci Kld 400 Social Et

ETFs
5
+ 0.23%
$97.81 - $108.79 $489 - $544
2.14K $232K
NVDA
Nvidia Corp

Technology
183
+ 2.28%
$98.91 - $134.91 $18.1K - $24.7K
8.21K $997K
Dimensional ETF Trust
8.53K
+ 16.75%
N/A
59.5K $0
Dimensional ETF Trust
18.9K
New
N/A
18.9K $0
AMZN
Amazon Com Inc

Consumer Cyclical
20
+ 0.56%
$161.02 - $200.0 $3.22K - $4K
3.59K $668K
COP
Conocophillips

Energy
1
+ 0.01%
$102.3 - $116.61 $102 - $117
10.7K $1.13M
MSFT
Microsoft Corp

Technology
12
+ 0.09%
$395.15 - $467.56 $4.74K - $5.61K
13.3K $5.72M
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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