Weitzel Financial Services, Inc. Purchases in Q3 2024

Weitzel Financial Services, Inc.

  • $214 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
6.22K
+ 1.14%
$47.6 - $53.31 $296K - $331K
552K $29.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.23K
+ 3.91%
$77.02 - $85.06 $557K - $615K
192K $16.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
6.53K
+ 2.48%
$42.66 - $45.18 $279K - $295K
270K $12.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.5K
+ 2.26%
$24.86 - $26.33 $286K - $302K
520K $13.6M
VTI
Vanguard Total Stock Market Et

ETFs
1.21K
+ 5.59%
$255.18 - $283.2 $309K - $342K
22.8K $6.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
926
+ 10.06%
$434.77 - $502.96 $403K - $466K
10.1K $4.94M
MUB
Ishares National Muni Bond ETF

ETFs
2.44K
+ 2.82%
$106.13 - $108.7 $259K - $266K
89K $9.67M
VTV
Vanguard Value ETF

ETFs
780
+ 4.61%
$159.75 - $174.57 $125K - $136K
17.7K $3.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.29K
New
$41.9 - $48.26 $180K - $207K
4.29K $205K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.14K
+ 1.87%
$33.74 - $37.96 $38.6K - $43.4K
62.3K $2.34M
AOR
Ishares Tr Core Growth Allocat

ETFs
2.08K
+ 24.12%
$55.15 - $59.31 $115K - $123K
10.7K $633K
LNT
Alliant Energy Corp

Utilities
1.26K
+ 17.85%
$50.74 - $60.74 $64.1K - $76.7K
8.34K $506K
VBR
Vanguard Small Cap Value ETF

ETFs
177
+ 3.88%
$179.99 - $201.6 $31.9K - $35.7K
4.74K $951K
FMB
First Tr Exchange Traded Fd Ii

ETFs
569
+ 1.2%
$51.0 - $52.05 $29K - $29.6K
48.2K $2.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
417
+ 6.71%
$71.45 - $75.64 $29.8K - $31.5K
6.64K $498K
VUG
Vanguard Growth ETF

ETFs
94
+ 10.32%
$341.08 - $391.94 $32.1K - $36.8K
1.01K $385K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
84
+ 2.55%
$117.9 - $128.2 $9.9K - $10.8K
3.37K $432K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
179
+ 16.35%
$178.94 - $207.0 $32K - $37.1K
1.27K $255K
VIG
Vanguard Dividend Appreciation

ETFs
195
+ 17.43%
$182.15 - $182.15 $35.5K - $35.5K
1.31K $239K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
404
+ 2.23%
$25.38 - $26.27 $10.3K - $10.6K
18.5K $487K
AOA
Ishares Tr Core Aggressive All

ETFs
62
+ 1.84%
$72.11 - $79.05 $4.47K - $4.9K
3.44K $271K
Activity Summary
Buys All Purchases 22 New Holdings 1 Increased Positions 21 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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