Wealthstream Advisors, Inc. Purchases and Sells in Q4 2024

Wealthstream Advisors, Inc.

$519 Million
Q4 2024

Top Buys

Incresed Positions

93 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	265K + 5.86%	$33.92 - $36.6 $8.97M - $9.68M	4.78M $165M
DUHP	86.1K + 9.45%	$33.62 - $35.69 $2.9M - $3.07M	998K $33.7M
GOOG	2.82K + 30.16%	$163.08 - $198.16 $460K - $559K	12.2K $2.32M
AVSU	10.3K + 41.5%	$64.29 - $69.59 $660K - $714K	35K $2.31M
GOOGL	1.85K + 17.54%	$161.86 - $196.66 $300K - $365K	12.4K $2.35M
AMZN	787 + 6.31%	$180.88 - $232.93 $142K - $183K	13.3K $2.91M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
C	4.47K New	$61.31 - $72.5 $274K - $324K	4.47K $314K
COF	1.61K New	$145.19 - $192.01 $234K - $309K	1.61K $287K
CRM	670 New	$270.87 - $367.87 $181K - $246K	670 $224K
MCK	382 New	$482.27 - $628.5 $184K - $240K	382 $217K
SAP	876 New	$218.13 - $255.54 $191K - $224K	876 $215K
WWD	1.27K New	$159.67 - $187.29 $203K - $238K	1.27K $211K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-278 - 0.25%	$70.06 - $77.43 $19.5K - $21.5K	110K $7.75M
DFUV	-8.57K - 5.1%	$40.38 - $44.35 $346K - $380K	159K $6.52M
DFAT	-5.34K - 6.8%	$54.54 - $61.04 $291K - $326K	73.1K $4.07M
VTHR	-1.64K - 4.61%	$251.33 - $271.45 $411K - $444K	33.9K $8.81M
LLY	-62 - 4.65%	$727.2 - $932.06 $45.1K - $57.8K	1.27K $980K
VT	-1.28K - 5.94%	$117.09 - $123.07 $150K - $157K	20.2K $2.38M

Activity Summary All Purchases 110 New Holdings 17 Increased Positions 93 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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