Wealthspire Advisors, LLC Sells in Q3 2024

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IDXX
Idexx Laboratories Inc

Healthcare
-25
- 0.47%
$455.08 - $517.19 $11.4K - $12.9K
5.34K $2.7M
CRM
Salesforce, Inc.

Technology
-152
- 1.97%
$238.42 - $276.53 $36.2K - $42K
7.57K $2.07M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-55
- 0.58%
$104.5 - $114.97 $5.75K - $6.32K
9.51K $1.09M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-100
- 3.37%
$72.18 - $107.33 $7.22K - $10.7K
2.87K $304K
DEO
Diageo PLC

Consumer Defensive
-267
- 2.9%
$120.02 - $140.77 $32K - $37.6K
8.95K $1.26M
CALM
Cal Maine Foods Inc

Consumer Defensive
-30
- 0.41%
$61.82 - $74.9 $1.85K - $2.25K
7.22K $539K
DHR
Danaher Corp

Healthcare
-133
- 2.76%
$239.25 - $280.76 $31.8K - $37.3K
4.69K $1.3M
POOL
Pool Corp

Industrials
-125
- 5.94%
$296.17 - $376.8 $37K - $47.1K
1.98K $746K
TRV
Travelers Companies, Inc.

Financial Services
-17
- 0.5%
$201.87 - $242.35 $3.43K - $4.12K
3.36K $785K
DHI
Horton D R Inc

Consumer Cyclical
-22
- 1.02%
$135.21 - $197.06 $2.97K - $4.34K
2.13K $406K
DTE
Dte Energy CO

Utilities
-424
- 4.46%
$108.67 - $128.41 $46.1K - $54.4K
9.08K $1.17M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
-2.02K
- 5.57%
$15.19 - $21.35 $30.7K - $43.1K
34.3K $681K
WEC
Wec Energy Group, Inc.

Utilities
-558
- 5.72%
$77.68 - $96.19 $43.3K - $53.7K
9.2K $884K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1.52K
- 0.84%
$45.6 - $46.83 $69.4K - $71.3K
179K $8.4M
ETN
Eaton Corp PLC

Industrials
-81
- 0.95%
$272.52 - $333.02 $22.1K - $27K
8.46K $2.8M
CSCO
Cisco Systems, Inc.

Technology
-4.16K
- 6.31%
$44.74 - $53.22 $186K - $221K
61.8K $3.29M
TT
Trane Technologies PLC

Industrials
-1
- 0.03%
$314.21 - $388.71 $314 - $389
3K $1.17M
TFX
Teleflex Inc

Healthcare
-26
- 0.43%
$211.25 - $247.28 $5.49K - $6.43K
6.05K $1.5M
TMUS
T Mobile Us, Inc.

Communication Services
-885
- 6.36%
$175.14 - $206.36 $155K - $183K
13K $2.69M
VOE
Vanguard Mid Cap Value Index F

ETFs
-5.39K
- 8.02%
$149.02 - $167.67 $804K - $904K
61.8K $10.4M
DTH
Wisdomtree Tr

ETFs
-3.56K
- 2.37%
$37.62 - $41.83 $134K - $149K
147K $6.08M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.19K
- 2.15%
$69.31 - $77.34 $82.8K - $92.3K
54.3K $4.16M
DUK
Duke Energy Corp

Utilities
-644
- 2.45%
$99.35 - $117.71 $64K - $75.8K
25.6K $2.95M
VZ
Verizon Communications Inc

Communication Services
-3.4K
- 2.44%
$38.89 - $45.0 $132K - $153K
136K $6.11M
VPU
Vanguard Utilities ETF

ETFs
-406
- 2.41%
$146.64 - $174.54 $59.5K - $70.9K
16.5K $2.87M
MMM
3 M CO

Industrials
-89
- 0.77%
$99.69 - $139.42 $8.87K - $12.4K
11.4K $1.56M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3K
- 2.66%
$113.41 - $125.62 $341K - $377K
110K $13.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-19
- 0.03%
$101.72 - $112.94 $1.93K - $2.15K
69.8K $7.89M
FICO
Fair Isaac Corp

Technology
-46
- 3.28%
$1496.51 - $1947.38 $68.8K - $89.6K
1.36K $2.64M
OKE
Oneok Inc

Energy
-262
- 0.43%
$78.62 - $95.27 $20.6K - $25K
61.1K $5.56M
NEE
Nextera Energy Inc

Utilities
-157
- 0.35%
$69.9 - $84.97 $11K - $13.3K
44.7K $3.77M
REET
Ishares Global Reit ETF

ETFs
-878
- 0.46%
$23.07 - $27.17 $20.3K - $23.9K
189K $5.05M
WMT
Walmart Inc.

Consumer Defensive
-3.19K
- 4.31%
$66.91 - $81.4 $214K - $260K
70.9K $5.73M
KO
Coca Cola CO

Consumer Defensive
-4.39K
- 3.06%
$62.69 - $73.01 $275K - $321K
139K $9.98M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-24.3K
- 2.99%
$60.84 - $67.51 $1.48M - $1.64M
786K $53.1M
IGF
Ishares Global Infrastructure

ETFs
-5.72K
- 1.29%
$47.97 - $54.56 $274K - $312K
436K $23.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-17.3K
- 1.64%
$61.11 - $67.85 $1.06M - $1.17M
1.04M $70.4M
BYRN
Byrna Technologies Inc.

Industrials
-36.8K
- 6.66%
$8.25 - $18.3 $304K - $674K
516K $8.76M
IEFA
Ishares Tr

ETFs
-14.5K
- 1.69%
$70.09 - $78.74 $1.02M - $1.14M
844K $65.9M
AON
Aon PLC

Financial Services
-21.7K
- 7.13%
$293.16 - $351.06 $6.36M - $7.62M
283K $97.8M
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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