Dopkins Wealth Management, LLC Purchases and Sells in Q4 2024

Dopkins Wealth Management, LLC

48 operations

Stock	Shares change	Price Range	Shares Held
DFUV	165K + 58.86%	$40.38 - $44.35 $6.68M - $7.34M	447K $18.3M
DFIV	157K + 58.11%	$34.86 - $37.97 $5.49M - $5.98M	428K $15.2M
AVDV	48.7K + 133.57%	$63.85 - $70.4 $3.11M - $3.43M	85.1K $5.54M
VBK	9.97K + 76.93%	$264.18 - $304.19 $2.63M - $3.03M	22.9K $6.42M
DFAC	77.5K + 8.87%	$33.92 - $36.6 $2.63M - $2.84M	951K $32.9M
VGIT	47.6K + 424.21%	$57.78 - $60.4 $2.75M - $2.87M	58.8K $3.41M

23 operations

Stock	Shares change	Price Range	Shares Held
DFSD	35K New	$46.75 - $47.8 $1.64M - $1.67M	35K $1.64M
SCHC	36.9K New	$33.93 - $38.37 $1.25M - $1.41M	36.9K $1.27M
DIHP	43.4K New	$25.15 - $27.57 $1.09M - $1.2M	43.4K $1.09M
IDEV	11.6K New	$64.18 - $70.42 $746K - $819K	11.6K $749K
IQLT	17.7K New	$37.12 - $41.23 $657K - $729K	17.7K $656K
DFEM	23.6K New	$26.16 - $28.82 $617K - $680K	23.6K $618K

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-1.23K - 50.93%	$168.32 - $181.87 $207K - $224K	1.18K $200K

Get notified when there are updates to the investment portfolio of Dopkins Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Dopkins Wealth Management, LLC with notifications on news.