Wealthstream Advisors, Inc. Portfolio Holdings
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
Wealthstream Advisors, Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $502 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $155M, Dimensional ETF Tr Dimensional with a value of $81.1M, Dimensional ETF Tr Emerging Mk with a value of $38.5M, Dimensional ETF Tr U S Equity with a value of $36.9M, and Dimensional ETF Tr Dimensional with a value of $31.1M.
Examining the 13F form we can see an increase of $239M in the current position value, from $263M to 502M.
Below you can find more details about Wealthstream Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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