Websterrogers Financial Advisors, LLC New Holdings in Q3 2024

Websterrogers Financial Advisors, LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.17K
New
$58.03 - $65.37 $358K - $403K
6.17K $399K
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
New
$255.18 - $283.2 $272K - $302K
1.07K $302K
WMT
Walmart Inc.

Consumer Defensive
2.66K
New
$66.91 - $81.4 $178K - $217K
2.66K $214K
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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