Wealthspire Advisors, LLC Sells in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
-149
- 16.61%
$724.86 - $952.13 $108K - $142K
748 $661K
PNW
Pinnacle West Capital Corp

Utilities
-341
- 12.54%
$75.52 - $91.31 $25.8K - $31.1K
2.38K $210K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-624
- 6.71%
$60.1 - $66.57 $37.5K - $41.5K
8.67K $575K
EEMV
Ishares Msci Emerging Markets

ETFs
-224
- 6.05%
$56.77 - $63.31 $12.7K - $14.2K
3.48K $218K
OTIS
Otis Worldwide Corp

Industrials
-67
- 2.86%
$91.43 - $104.43 $6.13K - $7K
2.28K $236K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-63
- 1.01%
$42.87 - $45.76 $2.7K - $2.88K
6.2K $280K
ENB
Enbridge Inc

Energy
-540
- 8.02%
$35.27 - $41.18 $19K - $22.2K
6.19K $251K
SG
Sweetgreen, Inc.

Consumer Cyclical
-1.85K
- 12.43%
$23.87 - $37.65 $44.3K - $69.8K
13.1K $462K
AWK
American Water Works Company, Inc.

Utilities
-162
- 7.56%
$127.76 - $149.9 $20.7K - $24.3K
1.98K $289K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-11
- 1.36%
$452.85 - $536.35 $4.98K - $5.9K
796 $391K
ICE
Intercontinental Exchange, Inc.

Financial Services
-323
- 11.67%
$136.93 - $162.81 $44.2K - $52.6K
2.45K $392K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.51K
- 3.9%
$31.18 - $33.5 $47K - $50.5K
37.2K $1.24M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-271
- 2.29%
$114.73 - $120.23 $31.1K - $32.6K
11.6K $1.39M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-261
- 4.51%
$86.85 - $95.74 $22.7K - $25K
5.53K $529K
DOCU
Docusign, Inc.

Technology
-607
- 9.1%
$49.73 - $62.53 $30.2K - $38K
6.06K $376K
DTM
Dt Midstream, Inc.

Energy
-79
- 2.14%
$69.34 - $79.28 $5.48K - $6.26K
3.61K $283K
IP
International Paper CO

Consumer Cyclical
-1.22K
- 8.4%
$42.55 - $49.98 $52K - $61.1K
13.3K $651K
VOD
Vodafone Group Public LTD CO

Communication Services
-199
- 0.82%
$8.8 - $10.35 $1.75K - $2.06K
24.2K $242K
KEYS
Keysight Technologies, Inc.

Technology
-25
- 1.61%
$119.86 - $158.87 $3K - $3.97K
1.52K $242K
JPEM
Jp Morgan Diversified Return

ETFs
-236
- 1.33%
$52.23 - $56.96 $12.3K - $13.4K
17.6K $995K
ARES
Ares Management Corp

Financial Services
-25
- 1.5%
$133.73 - $158.05 $3.34K - $3.95K
1.65K $256K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-147
- 2.37%
$64.0 - $72.54 $9.41K - $10.7K
6.06K $438K
MSI
Motorola Solutions, Inc.

Technology
-46
- 5.26%
$385.65 - $450.49 $17.7K - $20.7K
828 $372K
SAIC
Science Applications International Corp

Technology
-23
- 1.28%
$113.4 - $139.27 $2.61K - $3.2K
1.77K $247K
SPGI
S&P Global Inc.

Financial Services
-20
- 2.98%
$446.32 - $527.38 $8.93K - $10.5K
652 $336K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-8
- 0.35%
$98.71 - $117.61 $790 - $941
2.31K $271K
CAH
Cardinal Health Inc

Healthcare
-43
- 1.17%
$93.74 - $114.66 $4.03K - $4.93K
3.64K $401K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-40
- 0.25%
$39.66 - $43.57 $1.59K - $1.74K
15.8K $687K
SJM
J M Smucker CO

Consumer Defensive
-213
- 3.76%
$109.12 - $122.4 $23.2K - $26.1K
5.46K $660K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.31%
$896.19 - $1044.18 $896 - $1.04K
320 $332K
VHT
Vanguard Health Care ETF

ETFs
-79
- 1.93%
$261.88 - $288.1 $20.7K - $22.8K
4.02K $1.14M
ATO
Atmos Energy Corp

Utilities
-1.39K
- 12.94%
$114.08 - $138.75 $159K - $193K
9.37K $1.3M
ECL
Ecolab Inc.

Basic Materials
-235
- 3.9%
$228.86 - $255.76 $53.8K - $60.1K
5.8K $1.48M
COF
Capital One Financial Corp

Financial Services
-80
- 1.56%
$131.42 - $153.05 $10.5K - $12.2K
5.06K $757K
CVS
Cvs Health Corp

Healthcare
-139
- 0.95%
$55.81 - $63.18 $7.76K - $8.78K
14.5K $910K
NFG
National Fuel Gas CO

Energy
-500
- 4.17%
$54.14 - $61.22 $27.1K - $30.6K
11.5K $697K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-3.3K
- 5.78%
$7.28 - $11.9 $24K - $39.2K
53.7K $504K
PSA
Public Storage

Real Estate
-78
- 6.99%
$283.13 - $365.01 $22.1K - $28.5K
1.04K $377K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-6.56K
- 2.6%
$51.58 - $53.79 $339K - $353K
246K $13.2M
ACGL
Arch Capital Group Ltd.

Financial Services
-198
- 2.76%
$94.47 - $114.25 $18.7K - $22.6K
6.98K $781K
EIG
Employers Holdings, Inc.

Financial Services
-14
- 0.13%
$42.1 - $48.96 $589 - $685
11.1K $534K
LRGF
Ishares Tr

ETFs
-2.12K
- 3.43%
$52.89 - $58.77 $112K - $125K
59.8K $3.52M
LNT
Alliant Energy Corp

Utilities
-392
- 4.08%
$50.74 - $60.74 $19.9K - $23.8K
9.23K $559K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.13K
- 2.88%
$97.81 - $108.79 $111K - $123K
38.2K $4.16M
ES
Eversource Energy

Utilities
-6
- 0.09%
$56.52 - $68.38 $339 - $410
6.39K $434K
MET
Metlife Inc

Financial Services
-665
- 6.35%
$67.96 - $82.48 $45.2K - $54.8K
9.81K $808K
UL
Unilever PLC

Consumer Defensive
-1.17K
- 7.72%
$54.7 - $65.59 $64K - $76.7K
14K $908K
CMI
Cummins Inc

Industrials
-26
- 1.44%
$266.63 - $326.4 $6.93K - $8.49K
1.78K $575K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-4.51K
- 3.93%
$14.08 - $17.36 $63.5K - $78.2K
110K $1.91M
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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