Wealthspire Advisors, LLC Purchases in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
47.3K
+ 5.35%
$56.47 - $63.69 $2.67M - $3.01M
932K $58.7M
ACN
Accenture PLC

Technology
7.61K
+ 9.19%
$295.44 - $355.81 $2.25M - $2.71M
90.4K $32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.46K
+ 16.31%
$405.19 - $478.57 $3.43M - $4.05M
60.3K $27.8M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
240K
New
$24.27 - $27.34 $5.82M - $6.55M
240K $6.44M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
110K
+ 17.22%
$49.93 - $51.15 $5.48M - $5.62M
748K $38.2M
VV
Vanguard Large Cap ETF

ETFs
362
+ 0.08%
$236.92 - $263.4 $85.8K - $95.4K
441K $116M
VTV
Vanguard Value ETF

ETFs
6.79K
+ 2.05%
$159.75 - $174.57 $1.08M - $1.19M
338K $59M
DFAX
Dimensional ETF Tr
213K
New
$24.29 - $27.25 $5.16M - $5.79M
213K $5.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.16K
+ 7.61%
$434.77 - $502.96 $3.98M - $4.61M
130K $63.2M
JNK
Spdr Bloomberg High Yield Bond

ETFs
56.3K
+ 950.71%
$93.65 - $97.81 $5.28M - $5.51M
62.3K $6.09M
IWD
Ishares Russell 1000 Val ETF

ETFs
21.1K
+ 24.51%
$173.36 - $189.8 $3.66M - $4M
107K $20.3M
IXUS
Ishares Tr

ETFs
7.45K
+ 0.88%
$64.9 - $73.35 $483K - $546K
849K $61.7M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
132K
New
$32.04 - $37.11 $4.23M - $4.9M
132K $4.81M
CME
Cme Group Inc.

Financial Services
3.25K
+ 2.0%
$193.43 - $220.62 $629K - $718K
166K $36.5M
PG
Procter & Gamble CO

Consumer Defensive
21.7K
+ 42.27%
$160.76 - $177.82 $3.49M - $3.86M
73.1K $12.7M
MUB
Ishares National Muni Bond ETF

ETFs
26.8K
+ 4.69%
$106.13 - $108.7 $2.84M - $2.91M
598K $64.9M
COST
Costco Wholesale Corp

Consumer Defensive
4.03K
+ 29.12%
$801.83 - $917.05 $3.23M - $3.69M
17.9K $15.8M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
27.8K
+ 6.97%
$61.71 - $68.15 $1.72M - $1.9M
427K $28.9M
SUB
Ishares Short Term National Mu

ETFs
35.6K
+ 598.71%
$104.3 - $106.3 $3.71M - $3.79M
41.6K $4.41M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.47K
+ 5.73%
$332.02 - $382.76 $2.15M - $2.48M
119K $44.8M
IWM
Ishares Russell 2000 ETF

ETFs
7.49K
+ 6.88%
$200.87 - $224.6 $1.5M - $1.68M
116K $25.7M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
83.7K
+ 882.78%
$37.68 - $42.0 $3.15M - $3.51M
93.1K $3.87M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
37.5K
+ 4.35%
$25.45 - $29.53 $955K - $1.11M
899K $26.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
50.6K
New
$59.25 - $65.33 $3M - $3.31M
50.6K $3.28M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
18.5K
+ 19.46%
$111.9 - $124.28 $2.07M - $2.3M
114K $14M
DFIV
Dimensional ETF Tr

ETFs
82.9K
New
$34.66 - $38.38 $2.87M - $3.18M
82.9K $3.16M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
144K
New
$19.88 - $21.63 $2.86M - $3.11M
144K $3.09M
AMZN
Amazon Com Inc

Consumer Cyclical
21.2K
+ 13.6%
$161.02 - $200.0 $3.42M - $4.24M
177K $33M
JNJ
Johnson & Johnson

Healthcare
8.91K
+ 10.14%
$145.48 - $167.38 $1.3M - $1.49M
96.7K $15.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
19.7K
+ 12.71%
$79.92 - $88.19 $1.57M - $1.74M
174K $15.4M
TILT
Flexshares Tr

ETFs
13.2K
New
$192.68 - $212.84 $2.54M - $2.81M
13.2K $2.81M
META
Meta Platforms, Inc.

Communication Services
2.27K
+ 11.55%
$453.41 - $572.44 $1.03M - $1.3M
22K $12.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
15.6K
+ 14.62%
$103.87 - $117.59 $1.62M - $1.84M
122K $14.4M
ABBV
Abb Vie Inc.

Healthcare
6.08K
+ 12.24%
$163.84 - $199.33 $996K - $1.21M
55.8K $11M
IVW
Ishares S&P 500 Growth ETF

ETFs
20.6K
+ 13.15%
$84.77 - $97.13 $1.74M - $2M
177K $16.9M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
23.9K
New
$91.41 - $101.59 $2.19M - $2.43M
23.9K $2.43M
IEMG
Ishares Inc

ETFs
40.8K
+ 2.57%
$53.64 - $53.64 $2.19M - $2.19M
1.63M $87.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.33K
+ 28.48%
$523.84 - $572.02 $1.74M - $1.9M
15K $8.55M
JCPB
J P Morgan Exchange Traded Fd

ETFs
44.7K
New
$45.87 - $48.53 $2.05M - $2.17M
44.7K $2.16M
GLD
Spdr Gold Trust

ETFs
3.11K
+ 6.79%
$215.56 - $246.98 $671K - $769K
48.9K $11.9M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
39K
New
$46.96 - $52.62 $1.83M - $2.05M
39K $2.03M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
46.3K
New
$41.34 - $43.55 $1.91M - $2.01M
46.3K $2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.04K
+ 10.58%
$256.4 - $289.78 $1.04M - $1.17M
42.2K $12M
UNH
Unitedhealth Group Inc

Healthcare
1.66K
+ 14.22%
$488.01 - $604.18 $812K - $1.01M
13.4K $7.81M
IWN
Ishares Russell2000 Val ETF

ETFs
6.12K
+ 10.94%
$150.05 - $171.34 $918K - $1.05M
62.1K $10.4M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7.12K
+ 13.53%
$125.95 - $142.04 $897K - $1.01M
59.7K $8.49M
GOOG
Alphabet Inc.

Communication Services
24.4K
+ 17.3%
$149.54 - $192.66 $3.64M - $4.69M
165K $27.6M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 6.54%
$333.64 - $405.2 $445K - $541K
21.8K $8.82M
AVGO
Broadcom Inc.

Technology
36K
+ 1153.07%
$136.27 - $1745.86 $4.91M - $62.8M
39.1K $6.75M
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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