Two West Capital Advisors LLC Reduced Holdings in Q3 2024

Two West Capital Advisors LLC

  • $123 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-1.44K
- 14.44%
$110.05 - $110.63 $159K - $160K
8.55K $946M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.06K
- 27.33%
$38.51 - $41.69 $79.3K - $85.8K
5.47K $228M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.6K
- 15.09%
$40.69 - $42.46 $65K - $67.9K
8.99K $380M
VLUE
Ishares Msci Usa Value Factor

ETFs
-611
- 23.57%
$99.14 - $109.18 $60.6K - $66.7K
1.98K $216M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.97K
- 14.61%
$22.38 - $23.66 $66.4K - $70.2K
17.3K $407M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.06K
- 7.2%
$41.34 - $43.55 $85.1K - $89.6K
26.5K $1.15B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-697
- 10.77%
$106.11 - $113.72 $74K - $79.3K
5.77K $652M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-441
- 17.75%
$113.41 - $125.62 $50K - $55.4K
2.04K $257M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-569
- 20.05%
$105.53 - $118.34 $60K - $67.3K
2.27K $265M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-375
- 14.31%
$96.3 - $106.49 $36.1K - $39.9K
2.25K $235M
IXN
Ishares Global Information Tec

ETFs
-230
- 6.66%
$73.0 - $87.81 $16.8K - $20.2K
3.23K $266M
MSFT
Microsoft Corp

Technology
-11
- 1.28%
$395.15 - $467.56 $4.35K - $5.14K
849 $366M
EFG
Msci Eafe Growth ETF

ETFs
-615
- 6.73%
$96.84 - $108.77 $59.6K - $66.9K
8.53K $918M
IVV
Ishares Core S&P 500 ETF

ETFs
-319
- 5.64%
$520.18 - $576.82 $166K - $184K
5.34K $3.08B
IYW
Ishares Dj Us Tech ETF

ETFs
-10
- 0.72%
$133.16 - $158.73 $1.33K - $1.59K
1.37K $208M
VUSB
Vanguard Bd Index Fds
-369
- 0.79%
N/A
46.1K $2.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-288
- 6.91%
$59.25 - $65.33 $17.1K - $18.8K
3.88K $252M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-21
- 0.53%
$51.02 - $52.74 $1.07K - $1.11K
3.97K $209M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-317
- 4.67%
$113.45 - $126.18 $36K - $40K
6.47K $817M
DFAX
Dimensional ETF Tr
-633
- 3.32%
$24.29 - $27.25 $15.4K - $17.2K
18.4K $497M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.03K
- 3.05%
$25.23 - $27.94 $26.1K - $28.9K
32.9K $912M
IVE
Ishares S&P 500 Value ETF

ETFs
-1
- 0.07%
$181.06 - $197.17 $181 - $197
1.41K $277M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.77K
- 2.12%
$51.58 - $53.79 $143K - $149K
128K $6.88B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-220
- 4.79%
$405.19 - $478.57 $89.1K - $105K
4.38K $2.01B
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Two West Capital Advisors LLC Portfolio

Follow Two West Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Two West Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Two West Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email