Wealthspire Advisors, LLC Asset Management

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.66 Million 0.05% of portfolio
433,489
Q3 2024 Added 15.03%
$125B
$3.99 Million 0.04% of portfolio
26,030
Q3 2024 Added 4.81%
$101B
$2.91 Million 0.03% of portfolio
23,320
Q3 2024 Added 90.62%
$154B
$2.86 Million 0.03% of portfolio
3,014
Q3 2024 Added 25.53%
$25.9B
$1.32 Million 0.01% of portfolio
12,161
Q3 2024 Added 2.12%
$0
$1.23 Million 0.01% of portfolio
95,653
Q2 2024 New
$62.2B
$1.05 Million 0.01% of portfolio
14,596
Q3 2024 Added 50.23%
$0
$986,000 0.01% of portfolio
65,000
Q1 2023 Reduced 34.14%
$0
$804,000 0.01% of portfolio
77,062
Q2 2024 New
$0
$761,000 0.01% of portfolio
61,514
Q3 2024 Added 0.84%
$57.2B
$638,000 0.01% of portfolio
1,360
Q3 2024 Added 14.57%
$5.32B
$553,000 0.01% of portfolio
18,882
Q1 2024 Added 0.21%
$0
$454,000 0.0% of portfolio
44,285
Q2 2024 New
$0
$422,000 0.0% of portfolio
48,787
Q2 2022 New
$0
$339,000 0.0% of portfolio
17,250
Q2 2022 New
$131B
$301,000 0.0% of portfolio
2,312
Q3 2024 New
$0
$264,000 0.0% of portfolio
23,636
Q1 2023 Reduced 44.2%
$0
$261,000 0.0% of portfolio
21,891
Q3 2024 Added 23.92%
$31.1B
$256,000 0.0% of portfolio
1,646
Q3 2024 Reduced 1.5%
$19.4B
$235,000 0.0% of portfolio
2,742
Q3 2024 New
$0
$231,000 0.0% of portfolio
14,678
Q2 2023 New
$655M
$198,000 0.0% of portfolio
16,687
Q2 2023 Reduced 19.86%
$0
$156,000 0.0% of portfolio
14,391
Q1 2023 New
$0
$132,000 0.0% of portfolio
15,000
Q2 2024 New
$0
$124,000 0.0% of portfolio
12,500
Q2 2024 Reduced 63.49%
$0
$79,000 0.0% of portfolio
10,060
Q2 2024 New
$0
$27,000 0.0% of portfolio
10,208
Q3 2024 Added 2.08%
$0
$23,000 0.0% of portfolio
10,221
Q3 2024 Added 2.21%
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