Wealthspan Partners, LLC New Holdings in Q3 2024

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
5.01K
New
$200.87 - $224.6 $1.01M - $1.13M
5.01K $1.11M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
7.39K
New
$30.53 - $33.02 $226K - $244K
7.39K $241K
PSA
Public Storage

Real Estate
584
New
$283.13 - $365.01 $165K - $213K
584 $212K
Dimensional ETF Trust
18.9K
New
N/A
18.9K $0
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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