Custos Family Office, LLC Purchases in Q3 2024

Custos Family Office, LLC

  • $274 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FVAL
Fidelity Covington Tr Value Fa

ETFs
44.2K
+ 16.83%
$55.27 - $60.6 $2.44M - $2.68M
307K $18.6M
IVV
Ishares Core S&P 500 ETF

ETFs
914
+ 1.16%
$520.18 - $576.82 $475K - $527K
79.4K $45.8M
IEFA
Ishares Tr

ETFs
25.2K
+ 16.89%
$70.09 - $78.74 $1.76M - $1.98M
174K $13.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12K
+ 6.28%
$83.76 - $91.82 $1M - $1.1M
203K $18.5M
DGRO
Ishares Core Dividend Growth E

ETFs
17K
+ 6.77%
$57.47 - $62.76 $976K - $1.07M
268K $16.8M
VO
Vanguard Mid Cap ETF

ETFs
4.09K
+ 10.3%
$237.84 - $263.83 $972K - $1.08M
43.8K $11.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11.9K
+ 3.77%
$41.9 - $48.26 $498K - $573K
327K $15.6M
IEMG
Ishares Inc

ETFs
17K
+ 5.82%
$53.64 - $53.64 $912K - $912K
309K $16.6M
NKE
Nike, Inc.

Consumer Cyclical
9.97K
New
$71.09 - $89.44 $709K - $892K
9.97K $880K
EMB
Ishares Tr

ETFs
5.09K
+ 8.32%
$87.75 - $93.74 $446K - $477K
66.3K $6.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
656
+ 0.75%
$77.02 - $85.06 $50.5K - $55.8K
88.1K $7.45M
IEF
Ishares Barclays

ETFs
2.42K
+ 3.46%
$92.67 - $99.14 $224K - $240K
72.3K $7.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
41
+ 0.07%
$117.9 - $128.2 $4.83K - $5.26K
55.2K $7.08M
INDA
Ishares Msci India Index Fund

ETFs
1K
+ 1.1%
$54.86 - $59.22 $55K - $59.3K
91.8K $5.37M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.07K
New
$217.89 - $392.15 $233K - $420K
1.07K $300K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
186
+ 0.42%
$58.03 - $65.37 $10.8K - $12.2K
44K $2.85M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.1%
$191.76 - $263.26 $575 - $790
2.87K $750K
IVE
Ishares S&P 500 Value ETF

ETFs
7
+ 0.08%
$181.06 - $197.17 $1.27K - $1.38K
8.92K $1.76M
VB
Vanguard Small Cap ETF

ETFs
24
+ 0.35%
$214.77 - $237.72 $5.15K - $5.71K
6.83K $1.62M
VOT
Vanguard Mid Cap Growth Index

ETFs
20
+ 0.33%
$218.05 - $243.47 $4.36K - $4.87K
6.02K $1.46M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
42
+ 0.24%
$65.06 - $71.72 $2.73K - $3.01K
17.3K $1.23M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.15%
$488.01 - $604.18 $488 - $604
655 $382K
PEP
Pepsico Inc

Consumer Defensive
78
+ 1.24%
$161.9 - $179.3 $12.6K - $14K
6.38K $1.09M
VXF
Vanguard Extended Market ETF

ETFs
4
+ 0.32%
$163.98 - $182.92 $656 - $732
1.27K $230K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.18%
$434.77 - $502.96 $870 - $1.01K
1.13K $551K
DIS
Walt Disney CO

Communication Services
15
+ 0.49%
$85.6 - $98.61 $1.28K - $1.48K
3.05K $293K
MSFT
Microsoft Corp

Technology
7
+ 0.74%
$395.15 - $467.56 $2.77K - $3.27K
958 $412K
GM
General Motors CO

Consumer Cyclical
26
+ 0.25%
$39.95 - $49.9 $1.04K - $1.3K
10.6K $474K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
254
+ 0.33%
$62.4 - $62.4 $15.8K - $15.8K
77.3K $4.82M
Activity Summary
Buys All Purchases 30 New Holdings 2 Increased Positions 28 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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