Brandywine Oak Private Wealth LLC Sells in Q3 2024

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
-10
- 0.03%
$64.9 - $73.35 $649 - $734
29.4K $2.13M
XLI
Industrial Sector Spdr

ETFs
-100
- 0.83%
$120.56 - $135.44 $12.1K - $13.5K
11.9K $1.61M
JNJ
Johnson & Johnson

Healthcare
-86
- 0.69%
$145.48 - $167.38 $12.5K - $14.4K
12.4K $2.02M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-316
- 0.68%
$91.37 - $101.65 $28.9K - $32.1K
45.9K $4.66M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-195
- 0.48%
$73.43 - $80.37 $14.3K - $15.7K
40.5K $3.25M
VIS
Vanguard Industrial ETF

ETFs
-20
- 0.19%
$232.12 - $260.07 $4.64K - $5.2K
10.2K $2.66M
VGT
Vanguard Information Technolog

ETFs
-16
- 0.06%
$514.43 - $606.85 $8.23K - $9.71K
27.4K $16.1M
XLF
Financial Sector Spdr

ETFs
-963
- 1.3%
$40.84 - $45.74 $39.3K - $44K
72.9K $3.31M
DD
Du Pont De Nemours, Inc.

Basic Materials
-565
- 1.53%
$77.22 - $89.49 $43.6K - $50.6K
36.4K $3.25M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-336
- 0.82%
$83.76 - $91.82 $28.1K - $30.9K
40.8K $3.73M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-41
- 0.12%
$82.38 - $93.84 $3.38K - $3.85K
34.8K $3.22M
XLY
Select Sector Spdr Consumer Di

ETFs
-73
- 0.4%
$170.05 - $200.86 $12.4K - $14.7K
18.1K $3.62M
HDV
Ishares Core High Dividend ETF

ETFs
-190
- 0.5%
$107.62 - $118.76 $20.4K - $22.6K
37.8K $4.44M
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 0.59%
$245.82 - $304.51 $12K - $14.9K
8.27K $2.52M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.67K
- 0.37%
$47.93 - $49.06 $128K - $131K
716K $35.1M
SF
Stifel Financial Corp

Financial Services
-593
- 0.99%
$78.91 - $93.87 $46.8K - $55.7K
59.5K $5.58M
REET
Ishares Global Reit ETF

ETFs
-46.8K
- 7.45%
$23.07 - $27.17 $1.08M - $1.27M
581K $15.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
-12.4K
- 2.29%
$79.29 - $84.02 $983K - $1.04M
530K $44.4M
BAR
Granite Shares Gold Trust

ETFs
-7.87K
- 1.62%
$23.01 - $26.37 $181K - $208K
477K $12.4M
GLDM
World Gold Trust

ETFs
-18.8K
- 5.06%
$46.2 - $53.01 $868K - $996K
352K $18.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.72K
- 1.06%
$77.23 - $87.97 $210K - $240K
255K $22.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.76K
- 0.26%
$41.9 - $48.26 $73.8K - $85K
672K $32.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.3K
- 0.12%
$36.98 - $41.55 $122K - $137K
2.85M $117M
VTV
Vanguard Value ETF

ETFs
-2.17K
- 0.34%
$159.75 - $174.57 $347K - $379K
641K $112M
Activity Summary
Buys All Purchases 100 New Holdings 14 Increased Positions 86 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 1
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