Wealthspan Partners, LLC Reduced Holdings in Q3 2024

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-1.04K
- 2.19%
$182.15 - $182.15 $190K - $190K
46.6K $8.5M
FDL
First Tr Morningstar Dividend

ETFs
-5.61K
- 48.39%
$37.66 - $42.06 $211K - $236K
5.99K $251K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-8.59K
- 25.99%
$24.06 - $26.97 $207K - $232K
24.4K $655K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-3.02K
- 21.61%
$65.4 - $72.79 $197K - $220K
11K $795K
WFC
Wells Fargo & Company

Financial Services
-384
- 2.68%
$51.58 - $60.97 $19.8K - $23.4K
14K $788K
GOOGL
Alphabet Inc.

Communication Services
-113
- 4.38%
$148.65 - $191.18 $16.8K - $21.6K
2.47K $408K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-7.22K
- 22.01%
$8.04 - $8.65 $58K - $62.4K
25.6K $221K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-525
- 11.46%
$92.63 - $105.69 $48.6K - $55.5K
4.06K $422K
XLE
Energy Sector Spdr

ETFs
-197
- 5.34%
$84.35 - $93.39 $16.6K - $18.4K
3.49K $306K
DNP
Dnp Select Income Fund Inc

Financial Services
-6.46K
- 20.51%
$8.21 - $10.03 $53.1K - $64.8K
25K $251K
VOT
Vanguard Mid Cap Growth Index

ETFs
-130
- 6.02%
$218.05 - $243.47 $28.3K - $31.7K
2.03K $494K
DFIV
Dimensional ETF Tr

ETFs
-561
- 5.29%
$34.66 - $38.38 $19.4K - $21.5K
10K $382K
PEP
Pepsico Inc

Consumer Defensive
-57
- 1.71%
$161.9 - $179.3 $9.23K - $10.2K
3.28K $557K
PG
Procter & Gamble CO

Consumer Defensive
-32
- 1.94%
$160.76 - $177.82 $5.14K - $5.69K
1.62K $279K
V
Visa Inc.

Financial Services
-6
- 0.66%
$253.74 - $291.56 $1.52K - $1.75K
903 $248K
JPM
Jpmorgan Chase & CO

Financial Services
-23
- 1.19%
$194.9 - $224.8 $4.48K - $5.17K
1.91K $401K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-252
- 5.12%
$87.56 - $95.49 $22.1K - $24.1K
4.67K $445K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-966
- 3.04%
$25.23 - $27.94 $24.4K - $27K
30.8K $852K
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.17%
$201.87 - $242.35 $404 - $485
1.16K $271K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-15
- 1.16%
$386.81 - $423.12 $5.8K - $6.35K
1.28K $540K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-579
- 1.91%
$25.36 - $28.37 $14.7K - $16.4K
29.7K $834K
VHT
Vanguard Health Care ETF

ETFs
-46
- 1.4%
$261.88 - $288.1 $12K - $13.3K
3.23K $912K
SLV
I Shares Silver Trust

ETFs
-840
- 2.22%
$24.33 - $29.38 $20.4K - $24.7K
37K $1.05M
JNJ
Johnson & Johnson

Healthcare
-62
- 1.23%
$145.48 - $167.38 $9.02K - $10.4K
4.99K $809K
TSLA
Tesla, Inc.

Consumer Cyclical
-27
- 1.89%
$191.76 - $263.26 $5.18K - $7.11K
1.4K $367K
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.53%
$333.64 - $405.2 $3.67K - $4.46K
2.07K $839K
IVW
Ishares S&P 500 Growth ETF

ETFs
-176
- 0.39%
$84.77 - $97.13 $14.9K - $17.1K
44.7K $4.28M
DFAI
Dimensional ETF Tr

ETFs
-6.48K
- 3.67%
$28.69 - $32.06 $186K - $208K
170K $5.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-855
- 1.45%
$57.32 - $62.65 $49K - $53.6K
58K $3.62M
FNDF
Schwab Fundamental Intl Large

ETFs
-820
- 0.78%
$33.67 - $37.71 $27.6K - $30.9K
104K $3.9M
VO
Vanguard Mid Cap ETF

ETFs
-137
- 1.09%
$237.84 - $263.83 $32.6K - $36.1K
12.5K $3.29M
IWD
Ishares Russell 1000 Val ETF

ETFs
-267
- 1.23%
$173.36 - $189.8 $46.3K - $50.7K
21.5K $4.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-26
- 0.33%
$245.82 - $304.51 $6.39K - $7.92K
7.81K $2.38M
AAPL
Apple Inc.

Technology
-43
- 0.21%
$207.23 - $234.82 $8.91K - $10.1K
20.7K $4.83M
DE
Deere & CO

Industrials
-390
- 1.29%
$344.84 - $418.0 $134K - $163K
29.8K $12.4M
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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