Wealthstream Advisors, Inc. Sells in Q3 2024

Wealthstream Advisors, Inc.

  • $502 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-153
- 1.21%
$161.02 - $200.0 $24.6K - $30.6K
12.5K $2.32M
ASML
Asml Holding Nv

Technology
-16
- 3.86%
$749.82 - $1098.95 $12K - $17.6K
398 $331K
VT
Vanguard Total World Stk Index

ETFs
-1.98K
- 8.41%
$107.72 - $119.96 $213K - $237K
21.5K $2.58M
QCOM
Qualcomm Inc

Technology
-5
- 0.23%
$156.12 - $209.64 $781 - $1.05K
2.14K $364K
SHEL
Shell PLC

Energy
-365
- 6.91%
$65.65 - $73.28 $24K - $26.7K
4.92K $324K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-404
- 4.43%
$332.02 - $382.76 $134K - $155K
8.72K $3.27M
MRK
Merck & Co., Inc.

Healthcare
-122
- 4.77%
$111.15 - $128.97 $13.6K - $15.7K
2.44K $276K
NMR
Nomura Holdings Inc

Financial Services
-3.26K
- 19.33%
$4.92 - $6.31 $16.1K - $20.6K
13.6K $71K
CVX
Chevron Corp

Energy
-42
- 2.57%
$137.88 - $161.97 $5.79K - $6.8K
1.59K $234K
PG
Procter & Gamble CO

Consumer Defensive
-186
- 10.73%
$160.76 - $177.82 $29.9K - $33.1K
1.55K $268K
MFG
Mizuho Financial Group Inc

Financial Services
-1.14K
- 4.41%
$3.69 - $4.62 $4.19K - $5.25K
24.6K $102K
COST
Costco Wholesale Corp

Consumer Defensive
-44
- 4.16%
$801.83 - $917.05 $35.3K - $40.4K
1.01K $898K
IBN
Icici Bank LTD

Financial Services
-248
- 2.52%
$27.58 - $31.38 $6.84K - $7.78K
9.58K $285K
AER
Aer Cap Holdings N.V.

Industrials
-10
- 0.35%
$86.24 - $98.28 $862 - $983
2.83K $268K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.08%
$434.77 - $502.96 $435 - $503
1.2K $587K
NKE
Nike, Inc.

Consumer Cyclical
-254
- 9.45%
$71.09 - $89.44 $18.1K - $22.7K
2.44K $215K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-90
- 1.54%
$84.81 - $93.54 $7.63K - $8.42K
5.74K $527K
SAN
Banco Santander, S.A.

Financial Services
-157
- 0.45%
$4.37 - $5.16 $686 - $810
34.8K $177K
MAR
Marriott International Inc

Consumer Cyclical
-2
- 0.09%
$211.35 - $255.11 $423 - $510
2.29K $569K
INFY
Infosys LTD

Technology
-1.01K
- 8.9%
$18.76 - $23.28 $19K - $23.5K
10.3K $230K
AVSE
American Centy ETF Tr Avantis

ETFs
-325
- 2.67%
$48.92 - $56.14 $15.9K - $18.2K
11.8K $654K
VO
Vanguard Mid Cap ETF

ETFs
-17
- 1.16%
$237.84 - $263.83 $4.04K - $4.49K
1.45K $381K
NFLX
Netflix Inc

Communication Services
-9
- 0.93%
$598.55 - $722.26 $5.39K - $6.5K
960 $680K
G
Genpact LTD

Technology
-662
- 8.66%
$30.96 - $39.45 $20.5K - $26.1K
6.98K $273K
JPM
Jpmorgan Chase & CO

Financial Services
-50
- 1.13%
$194.9 - $224.8 $9.75K - $11.2K
4.37K $921K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-170
- 1.44%
$59.93 - $66.52 $10.2K - $11.3K
11.6K $773K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-209
- 1.39%
$48.51 - $52.86 $10.1K - $11K
14.9K $785K
UNH
Unitedhealth Group Inc

Healthcare
-12
- 0.66%
$488.01 - $604.18 $5.86K - $7.25K
1.81K $1.06M
GE
General Electric CO

Industrials
-39
- 0.77%
$156.66 - $189.66 $6.11K - $7.4K
5.02K $947K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-799
- 1.95%
$59.25 - $65.33 $47.3K - $52.2K
40.2K $2.61M
META
Meta Platforms, Inc.

Communication Services
-43
- 1.42%
$453.41 - $572.44 $19.5K - $24.6K
2.98K $1.71M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.13K
- 2.64%
$51.0 - $57.07 $109K - $122K
78.5K $4.37M
TILT
Flexshares Tr

ETFs
-183
- 0.95%
$192.68 - $212.84 $35.3K - $38.9K
19K $4.04M
VTHR
Vanguard Russell 3000 ETF

ETFs
-653
- 1.8%
$228.55 - $253.74 $149K - $166K
35.5K $9.02M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-120
- 0.07%
$38.51 - $41.69 $4.62K - $5K
168K $7M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-24.3K
- 3.93%
$56.04 - $62.2 $1.36M - $1.51M
593K $36.9M
IEFA
Ishares Tr

ETFs
-433
- 0.39%
$70.09 - $78.74 $30.3K - $34.1K
111K $8.63M
IWV
Ishares Russell 3000 ETF

ETFs
-358
- 0.66%
$294.75 - $326.73 $106K - $117K
54.3K $17.7M
Activity Summary
Buys All Purchases 95 New Holdings 18 Increased Positions 77 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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