Wealthstream Advisors, Inc. Purchases in Q4 2024

Wealthstream Advisors, Inc.

  • $519 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
794
+ 7.43%
$12.27 - $15.41 $9.74K - $12.2K
11.5K $166K
MFG
Mizuho Financial Group Inc

Financial Services
2.55K
+ 10.37%
$4.05 - $5.26 $10.3K - $13.4K
27.2K $132K
WIT
Wipro LTD

Technology
30.8K
+ 107.66%
$3.54 - $7.24 $109K - $223K
59.5K $210K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.96K
+ 14.81%
$9.49 - $10.74 $18.6K - $21K
15.2K $152K
SUB
Ishares Short Term National Mu

ETFs
234
+ 8.82%
$104.94 - $106.2 $24.6K - $24.9K
2.89K $304K
EVR
Evercore Inc.

Financial Services
1
+ 0.11%
$247.66 - $315.67 $248 - $316
945 $261K
T
At&T Inc.

Communication Services
444
+ 3.72%
$21.22 - $23.88 $9.42K - $10.6K
12.4K $281K
NMR
Nomura Holdings Inc

Financial Services
1.88K
+ 13.77%
$5.05 - $6.25 $9.47K - $11.7K
15.5K $89K
CIG
Energy CO Of Minas Gerais

Utilities
10.3K
New
$1.77 - $2.07 $18.3K - $21.4K
10.3K $18K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
479
+ 8.68%
$49.79 - $51.14 $23.8K - $24.5K
6K $300K
SHEL
Shell PLC

Energy
535
+ 10.88%
$60.63 - $70.23 $32.4K - $37.6K
5.45K $341K
SSO
Proshares Ultra S&P 500

ETFs
26
+ 0.46%
$87.92 - $99.73 $2.29K - $2.59K
5.73K $529K
CBRE
Cbre Group, Inc.

Real Estate
34
+ 2.05%
$119.22 - $140.71 $4.05K - $4.78K
1.7K $222K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.4%
$449.08 - $504.6 $1.35K - $1.51K
762 $352K
IBN
Icici Bank LTD

Financial Services
322
+ 3.36%
$28.69 - $31.9 $9.24K - $10.3K
9.9K $295K
RDY
Dr Reddys Laboratories LTD

Healthcare
11.8K
+ 427.41%
$13.99 - $79.75 $165K - $940K
14.5K $229K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9
+ 0.31%
$124.61 - $133.96 $1.12K - $1.21K
2.94K $378K
BNDX
Vanguard Total International B

ETFs
451
+ 3.84%
$48.91 - $50.61 $22.1K - $22.8K
12.2K $598K
PM
Philip Morris International Inc.

Consumer Defensive
82
+ 3.44%
$118.38 - $133.06 $9.71K - $10.9K
2.46K $296K
PG
Procter & Gamble CO

Consumer Defensive
94
+ 6.07%
$161.05 - $179.7 $15.1K - $16.9K
1.64K $275K
CVX
Chevron Corp

Energy
70
+ 4.39%
$141.15 - $162.53 $9.88K - $11.4K
1.66K $241K
DFAU
Dimensional ETF Tr

ETFs
9
+ 0.14%
$39.27 - $42.38 $353 - $381
6.56K $265K
VTV
Vanguard Value ETF

ETFs
236
+ 3.42%
$168.32 - $181.87 $39.7K - $42.9K
7.14K $1.21M
ACN
Accenture PLC

Technology
11
+ 1.25%
$343.9 - $376.86 $3.78K - $4.15K
889 $312K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.35%
$261.5 - $284.63 $1.31K - $1.42K
1.45K $383K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
636
+ 4.73%
$46.33 - $48.6 $29.5K - $30.9K
14.1K $653K
DFSV
Dimensional ETF Tr Dimensional

ETFs
57
+ 0.43%
$30.18 - $33.87 $1.72K - $1.93K
13.2K $405K
Ge Vernova Inc
249
+ 19.36%
N/A
1.54K $0
AVGE
American Centy ETF Tr Avantis
23.1K
+ 18.96%
N/A
145K $0
2023 ETF Series Trust
199K
New
N/A
199K $0
Dimensional ETF Trust
178
+ 2.58%
N/A
7.09K $0
Dimensional ETF Trust
34
+ 0.48%
N/A
7.16K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
2.68K
+ 28.34%
N/A
12.1K $0
SAN
Banco Santander, S.A.

Financial Services
3.68K
+ 10.58%
$4.49 - $5.05 $16.5K - $18.6K
38.5K $175K
ORCL
Oracle Corp

Technology
21
+ 1.11%
$165.41 - $192.43 $3.47K - $4.04K
1.91K $317K
VONV
Vanguard Russell 1000 Value Et

ETFs
15
+ 0.54%
$80.87 - $87.69 $1.21K - $1.32K
2.78K $225K
VBR
Vanguard Small Cap Value ETF

ETFs
7
+ 0.23%
$197.36 - $217.3 $1.38K - $1.52K
3.09K $611K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
156
+ 1.17%
$77.02 - $78.58 $12K - $12.3K
13.5K $1.04M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
385
+ 3.82%
$9.25 - $10.62 $3.56K - $4.09K
10.5K $101K
EMB
Ishares Tr

ETFs
163
+ 3.27%
$88.94 - $93.46 $14.5K - $15.2K
5.14K $457K
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.05%
$160.89 - $176.18 $161 - $176
1.9K $306K
LYG
Lloyds Banking Group PLC

Financial Services
1.8K
+ 4.4%
$2.67 - $3.23 $4.8K - $5.81K
42.6K $115K
ASML
Asml Holding Nv

Technology
53
+ 13.32%
$658.43 - $872.27 $34.9K - $46.2K
451 $312K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
48
+ 0.32%
$51.09 - $55.27 $2.45K - $2.65K
14.9K $762K
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.77%
$385.02 - $431.37 $5.39K - $6.04K
1.84K $715K
UL
Unilever PLC

Consumer Defensive
122
+ 3.06%
$56.7 - $64.64 $6.92K - $7.89K
4.11K $232K
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.6%
$87.85 - $98.6 $1.93K - $2.17K
3.68K $327K
NVS
Novartis Ag

Healthcare
55
+ 2.73%
$96.78 - $117.18 $5.32K - $6.44K
2.07K $201K
KO
Coca Cola CO

Consumer Defensive
108
+ 2.75%
$61.74 - $71.71 $6.67K - $7.74K
4.04K $251K
Activity Summary
Buys All Purchases 110 New Holdings 17 Increased Positions 93 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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