Wealthspire Advisors, LLC Reduced Holdings in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
-21
- 1.02%
$274.1 - $333.15 $5.76K - $7K
2.03K $675K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-26
- 0.03%
$46.48 - $51.32 $1.21K - $1.33K
79.8K $3.84M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-106
- 1.83%
$316.94 - $357.88 $33.6K - $37.9K
5.69K $1.96M
XLY
Select Sector Spdr Consumer Di

ETFs
-231
- 3.69%
$194.8 - $239.43 $45K - $55.3K
6.03K $1.35M
IYW
Ishares Dj Us Tech ETF

ETFs
-131
- 0.81%
$148.14 - $166.23 $19.4K - $21.8K
16.1K $2.57M
DFS
Discover Financial Services

Financial Services
-318
- 6.21%
$136.3 - $182.67 $43.3K - $58.1K
4.8K $831K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-472
- 0.66%
$124.61 - $133.96 $58.8K - $63.2K
71.3K $9.19M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-226
- 0.32%
$111.85 - $120.71 $25.3K - $27.3K
69.6K $8.02M
EMR
Emerson Electric CO

Industrials
-607
- 4.19%
$108.13 - $134.33 $65.6K - $81.5K
13.9K $1.72M
TMUS
T Mobile Us, Inc.

Communication Services
-228
- 1.75%
$206.1 - $246.94 $47K - $56.3K
12.8K $2.83M
CALM
Cal Maine Foods Inc

Consumer Defensive
-55
- 0.76%
$75.41 - $112.24 $4.15K - $6.17K
7.16K $736K
DAL
Delta Air Lines, Inc.

Industrials
-3.83K
- 8.59%
$47.46 - $65.77 $182K - $252K
40.8K $2.47M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-615
- 0.56%
$124.26 - $134.12 $76.4K - $82.5K
109K $14.1M
BX
Blackstone Inc.

Financial Services
-1.29K
- 4.94%
$148.45 - $199.05 $191K - $256K
24.7K $4.27M
MS
Morgan Stanley

Financial Services
-3.17K
- 9.48%
$104.42 - $134.99 $331K - $428K
30.3K $3.81M
BA
Boeing CO

Industrials
-133
- 0.89%
$138.14 - $180.72 $18.4K - $24K
14.8K $2.63M
MAR
Marriott International Inc

Consumer Cyclical
-3
- 0.02%
$246.06 - $292.59 $738 - $878
13.4K $3.75M
V
Visa Inc.

Financial Services
-2.15K
- 8.1%
$273.87 - $320.91 $588K - $689K
24.3K $7.7M
IGV
Ishares Expanded Tech Software

ETFs
-1.77K
- 2.72%
$87.5 - $110.17 $155K - $195K
63.3K $6.34M
APO
Apollo Global Management, Inc.

Financial Services
-519
- 2.23%
$131.36 - $178.61 $68.2K - $92.7K
22.8K $3.77M
BYRN
Byrna Technologies Inc.

Industrials
-45.2K
- 8.76%
$13.96 - $31.14 $631K - $1.41M
471K $13.6M
Activity Summary
Buys All Purchases 478 New Holdings 95 Increased Positions 383 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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