Wealthspire Advisors, LLC Sells in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIIB
Biogen Inc.

Healthcare
-124
- 6.14%
$189.07 - $236.8 $23.4K - $29.4K
1.9K $367K
WFC
Wells Fargo & Company

Financial Services
-578
- 2.67%
$51.58 - $60.97 $29.8K - $35.2K
21.1K $1.19M
BBAX
J P Morgan Betabuilders Develo

ETFs
-2.78K
- 28.41%
$46.61 - $54.03 $129K - $150K
7K $378K
WM
Waste Management Inc

Industrials
-275
- 4.45%
$196.96 - $223.45 $54.2K - $61.4K
5.9K $1.22M
CMCSA
Comcast Corp

Communication Services
-5.61K
- 10.07%
$37.33 - $41.78 $209K - $234K
50K $2.09M
DOV
Dover Corp

Industrials
-1.02K
- 10.5%
$172.5 - $193.03 $175K - $196K
8.67K $1.66M
BP
Bp PLC

Energy
-1.03K
- 8.97%
$30.78 - $37.05 $31.5K - $38K
10.4K $326K
VDC
Vanguard Consumer Staples ETF

ETFs
-3.83K
- 7.87%
$201.77 - $221.32 $773K - $848K
44.9K $9.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-477
- 9.05%
$147.95 - $191.05 $70.6K - $91.1K
4.8K $832K
BNDX
Vanguard Total International B

ETFs
-2.97K
- 7.31%
$48.42 - $50.35 $144K - $150K
37.6K $1.89M
PLTR
Palantir Technologies Inc.

Technology
-38.8K
- 33.8%
$24.09 - $37.95 $935K - $1.47M
76.1K $2.83M
MLM
Martin Marietta Materials Inc

Basic Materials
-139
- 12.78%
$502.48 - $593.35 $69.8K - $82.5K
949 $510K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.06K
- 8.51%
$37.37 - $41.82 $227K - $254K
65.2K $2.71M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-794
- 12.28%
$116.79 - $133.54 $92.7K - $106K
5.67K $748K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-800
- 3.66%
$92.56 - $99.46 $74K - $79.6K
21K $2.02M
EMR
Emerson Electric CO

Industrials
-524
- 3.49%
$98.19 - $118.87 $51.5K - $62.3K
14.5K $1.59M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-845
- 14.5%
$105.49 - $116.32 $89.1K - $98.3K
4.98K $571K
OSK
Oshkosh Corp

Industrials
-261
- 5.81%
$97.2 - $116.02 $25.4K - $30.3K
4.23K $424K
CMC
Commercial Metals CO

Basic Materials
-1.09K
- 7.14%
$48.67 - $60.35 $53.1K - $65.9K
14.2K $780K
UPS
United Parcel Service Inc

Industrials
-377
- 7.43%
$123.32 - $147.38 $46.5K - $55.6K
4.7K $640K
RS
Reliance Steel & Aluminum CO

Basic Materials
-187
- 14.5%
$271.23 - $308.75 $50.7K - $57.7K
1.1K $318K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.74K
- 11.1%
$53.41 - $57.9 $92.8K - $101K
13.9K $804K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-44
- 0.06%
$12.67 - $14.36 $557 - $632
74.3K $997K
HPQ
Hp Inc

Technology
-1.74K
- 8.03%
$32.02 - $38.11 $55.6K - $66.2K
19.9K $713K
CNP
Centerpoint Energy Inc

Utilities
-863
- 8.47%
$25.63 - $30.55 $22.1K - $26.4K
9.32K $274K
MTB
M&T Bank Corp

Financial Services
-698
- 21.89%
$146.49 - $179.85 $102K - $126K
2.49K $443K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-7.42K
- 26.6%
$6.71 - $8.78 $49.8K - $65.1K
20.5K $168K
IYE
Ishares Tr

ETFs
-558
- 6.98%
$44.44 - $49.18 $24.8K - $27.4K
7.43K $344K
SEE
Sealed Air Corp

Consumer Cyclical
-1.47K
- 12.24%
$32.27 - $38.05 $47.4K - $55.9K
10.5K $382K
VTWO
Vanguard Russell 2000 ETF

ETFs
-678
- 18.65%
$81.17 - $90.77 $55K - $61.5K
2.96K $264K
SHV
Ishares Tr

ETFs
-304
- 14.05%
$110.05 - $110.63 $33.5K - $33.6K
1.86K $205K
GPC
Genuine Parts CO

Consumer Cyclical
-265
- 3.48%
$131.04 - $147.11 $34.7K - $39K
7.36K $1.03M
ET
Energy Transfer LP

Energy
-141
- 0.11%
$15.43 - $16.44 $2.18K - $2.32K
130K $2.08M
AFL
Aflac Inc

Financial Services
-2.89K
- 21.61%
$88.52 - $111.8 $256K - $323K
10.5K $1.17M
TGT
Target Corp

Consumer Defensive
-782
- 6.12%
$133.47 - $159.25 $104K - $125K
12K $1.87M
JPIN
Jp Morgan Diversified Return I

ETFs
-786
- 13.69%
$54.1 - $60.82 $42.5K - $47.8K
4.96K $297K
ADM
Archer Daniels Midland CO

Consumer Defensive
-227
- 2.52%
$57.96 - $65.72 $13.2K - $14.9K
8.79K $524K
MSCI
Msci Inc.

Financial Services
-230
- 20.21%
$479.31 - $584.91 $110K - $135K
908 $529K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-1K
- 8.11%
$5.92 - $8.6 $5.92K - $8.6K
11.3K $74K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-3.17K
- 5.94%
$57.2 - $62.94 $181K - $199K
50.1K $3.12M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-2
- 0.1%
$194.69 - $239.18 $389 - $478
2.01K $419K
UGI
Ugi Corp

Utilities
-1.87K
- 10.18%
$22.23 - $25.05 $41.6K - $46.9K
16.5K $412K
LUV
Southwest Airlines CO

Industrials
-392
- 5.45%
$23.7 - $29.93 $9.29K - $11.7K
6.8K $201K
SON
Sonoco Products CO

Consumer Cyclical
-511
- 7.83%
$48.33 - $56.57 $24.7K - $28.9K
6.01K $328K
Liberty Media Corp Del
-407
- 9.11%
N/A
4.06K $0
Ge Healthcare Technologies I
-28
- 0.54%
N/A
5.2K $0
Cava Group Inc
-7.47K
- 17.92%
N/A
34.2K $0
EFG
Msci Eafe Growth ETF

ETFs
-213
- 4.82%
$96.84 - $108.77 $20.6K - $23.2K
4.21K $453K
SLV
I Shares Silver Trust

ETFs
-775
- 6.04%
$24.33 - $29.38 $18.9K - $22.8K
12.1K $342K
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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