Wealthspire Advisors, LLC Purchases in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.65M
+ 3095.6%
$31.05 - $34.29 $238M - $262M
7.9M $271M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.34M
+ 355.97%
$44.83 - $47.42 $150M - $159M
4.28M $202M
IVV
Ishares Core S&P 500 ETF

ETFs
126K
+ 5.48%
$520.18 - $576.82 $65.7M - $72.9M
2.43M $1.4B
VEA
Vanguard Ftse Developed Market

ETFs
694K
+ 7.57%
$47.6 - $53.31 $33M - $37M
9.86M $521M
DFAE
Dimensional ETF Tr

ETFs
2.22M
+ 3676.33%
$24.46 - $27.82 $54.3M - $61.7M
2.28M $62.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.15M
New
$46.18 - $48.92 $53.1M - $56.2M
1.15M $55.9M
DFAI
Dimensional ETF Tr

ETFs
1.67M
+ 1116.11%
$28.69 - $32.06 $47.8M - $53.5M
1.82M $57.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
197K
+ 4.0%
$77.02 - $85.06 $15.2M - $16.8M
5.12M $433M
DFAU
Dimensional ETF Tr

ETFs
1.24M
New
$35.8 - $39.69 $44.3M - $49.1M
1.24M $49.1M
HYDB
Ishares Tr Edge High Yield Def

ETFs
951K
+ 915.62%
$46.14 - $48.06 $43.9M - $45.7M
1.05M $50.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
805K
+ 372.14%
$50.2 - $50.48 $40.4M - $40.6M
1.02M $51.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.2K
+ 0.62%
$475.2 - $527.7 $3.42M - $3.8M
1.16M $614M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
402K
+ 5416.03%
$76.94 - $79.54 $31M - $32M
410K $32.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
187K
+ 4.24%
$58.03 - $65.37 $10.8M - $12.2M
4.6M $298M
BND
Vanguard Bd Index Fd Inc Total

ETFs
379K
+ 124.72%
$71.45 - $75.64 $27.1M - $28.7M
683K $51.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
101K
+ 6.08%
$105.53 - $118.34 $10.7M - $12M
1.76M $206M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
322K
+ 9.77%
$41.9 - $48.26 $13.5M - $15.5M
3.61M $173M
VTI
Vanguard Total Stock Market Et

ETFs
35.9K
+ 3.35%
$255.18 - $283.2 $9.15M - $10.2M
1.11M $314M
MSFT
Microsoft Corp

Technology
61.6K
+ 38.31%
$395.15 - $467.56 $24.4M - $28.8M
222K $95.7M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
900K
New
$25.38 - $26.27 $22.8M - $23.7M
900K $23.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.88K
+ 1.67%
$517.38 - $573.86 $5.11M - $5.67M
601K $345M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
918K
New
$24.38 - $25.2 $22.4M - $23.1M
918K $23.1M
AAPL
Apple Inc.

Technology
45.1K
+ 11.51%
$207.23 - $234.82 $9.35M - $10.6M
437K $102M
IWB
Ishares Tr Russell 1000 ETF

ETFs
57.1K
+ 147.09%
$283.28 - $314.39 $16.2M - $17.9M
95.9K $30.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
100K
+ 6006.96%
$162.64 - $179.3 $16.3M - $17.9M
102K $18.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
51.7K
+ 43.72%
$240.48 - $267.94 $12.4M - $13.9M
170K $45.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
45.7K
+ 0.93%
$36.98 - $41.55 $1.69M - $1.9M
4.96M $204M
VO
Vanguard Mid Cap ETF

ETFs
10.7K
+ 1.98%
$237.84 - $263.83 $2.55M - $2.83M
551K $145M
VXF
Vanguard Extended Market ETF

ETFs
22.6K
+ 3.06%
$163.98 - $182.92 $3.71M - $4.14M
762K $139M
DUHP
Dimensional ETF Tr Dimensional

ETFs
377K
New
$30.74 - $34.07 $11.6M - $12.9M
377K $12.9M
VUG
Vanguard Growth ETF

ETFs
23.1K
+ 7.15%
$341.08 - $391.94 $7.87M - $9.04M
346K $133M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
104K
+ 59.64%
$96.25 - $101.98 $10M - $10.6M
278K $28.2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
171K
+ 1136.29%
$56.04 - $62.2 $9.59M - $10.6M
186K $11.6M
DIHP
Dimensional ETF Tr Dimensional

ETFs
381K
New
$25.23 - $27.94 $9.61M - $10.6M
381K $10.6M
PVAL
Putnam ETF Tr Putnam Focused L
277K
New
$35.03 - $37.94 $9.7M - $10.5M
277K $10.5M
HYD
Vaneck High Yield Muni ETF

ETFs
198K
New
$51.46 - $53.07 $10.2M - $10.5M
198K $10.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
170K
+ 9.24%
$48.06 - $49.39 $8.18M - $8.4M
2.01M $99.2M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
114K
+ 1841.72%
$75.63 - $84.89 $8.65M - $9.71M
121K $10.1M
MGV
Vanguard Mega Cap Value

ETFs
73.7K
New
$118.0 - $128.28 $8.7M - $9.46M
73.7K $9.46M
VNQ
Vanguard Specialized Funds Van

ETFs
67.3K
+ 37.0%
$82.97 - $98.97 $5.58M - $6.66M
249K $24.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
218K
+ 2821.43%
$37.33 - $40.63 $8.13M - $8.85M
226K $9.16M
VB
Vanguard Small Cap ETF

ETFs
7.49K
+ 2.04%
$214.77 - $237.72 $1.61M - $1.78M
374K $88.7M
VBR
Vanguard Small Cap Value ETF

ETFs
32.4K
+ 26.79%
$179.99 - $201.6 $5.83M - $6.53M
153K $30.8M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
206K
+ 2299.35%
$38.51 - $41.69 $7.92M - $8.57M
215K $8.95M
EMLP
First Tr Exchange Traded Iv

ETFs
79K
+ 4.19%
$30.38 - $34.0 $2.4M - $2.69M
1.96M $66M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
7.64K
+ 1629.64%
$1024.09 - $1201.76 $7.83M - $9.19M
8.11K $8.53M
EFA
Ishares Tr Msci Eafe ETF

ETFs
57.4K
+ 11.53%
$75.32 - $84.37 $4.33M - $4.84M
555K $46.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
108K
+ 173.86%
$59.93 - $66.52 $6.48M - $7.19M
170K $11.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
57K
+ 385.24%
$113.45 - $126.18 $6.47M - $7.19M
71.8K $9.06M
Activity Summary
Buys All Purchases 486 New Holdings 118 Increased Positions 368 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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