Facet Wealth, Inc. Sells in Q3 2024

Facet Wealth, Inc.

  • $3.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-380K
- 85.68%
$96.25 - $101.98 $36.5M - $38.7M
63.4K $6.42M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.19M
- 74.06%
$24.86 - $26.33 $29.5M - $31.3M
416K $10.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-422K
- 8.39%
$71.45 - $75.64 $30.1M - $31.9M
4.6M $346M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.27K
- 2.78%
$161.02 - $200.0 $205K - $254K
44.5K $8.3M
IEMG
Ishares Inc

ETFs
-7.69K
- 3.95%
$53.64 - $53.64 $412K - $412K
187K $10M
NFLX
Netflix Inc

Communication Services
-324
- 21.54%
$598.55 - $722.26 $194K - $234K
1.18K $836K
ACN
Accenture PLC

Technology
-674
- 45.51%
$295.44 - $355.81 $199K - $240K
807 $285K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.9K
- 29.13%
$57.32 - $62.65 $166K - $181K
7.05K $439K
GOOG
Alphabet Inc.

Communication Services
-188
- 3.05%
$149.54 - $192.66 $28.1K - $36.2K
5.97K $998K
IWM
Ishares Russell 2000 ETF

ETFs
-837
- 24.93%
$200.87 - $224.6 $168K - $188K
2.52K $556K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-522
- 22.95%
$405.19 - $478.57 $212K - $250K
1.75K $806K
IAU
Ishares Gold Trust

ETFs
-2.92K
- 31.77%
$44.06 - $50.5 $129K - $147K
6.27K $311K
VGT
Vanguard Information Technolog

ETFs
-163
- 19.76%
$514.43 - $606.85 $83.9K - $98.9K
662 $388K
VIG
Vanguard Dividend Appreciation

ETFs
-346
- 11.25%
$182.15 - $182.15 $63K - $63K
2.73K $497K
MRK
Merck & Co., Inc.

Healthcare
-127
- 4.99%
$111.15 - $128.97 $14.1K - $16.4K
2.42K $274K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-883
- 4.22%
$45.6 - $46.83 $40.3K - $41.4K
20K $937K
IWS
Ishares Russell Midcap Value E

ETFs
-311
- 9.47%
$119.52 - $132.25 $37.2K - $41.1K
2.97K $393K
VOE
Vanguard Mid Cap Value Index F

ETFs
-235
- 8.14%
$149.02 - $167.67 $35K - $39.4K
2.65K $444K
VT
Vanguard Total World Stk Index

ETFs
-14
- 0.74%
$107.72 - $119.96 $1.51K - $1.68K
1.88K $224K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-308
- 3.26%
$32.04 - $37.11 $9.87K - $11.4K
9.15K $333K
MA
Mastercard Inc

Financial Services
-5
- 0.91%
$429.6 - $500.99 $2.15K - $2.5K
547 $270K
PHG
Koninklijke Philips Nv

Healthcare
-1.4K
- 13.36%
$25.08 - $32.73 $35K - $45.7K
9.06K $296K
MCD
Mcdonalds Corp

Consumer Cyclical
-18
- 2.15%
$245.82 - $304.51 $4.42K - $5.48K
820 $249K
JNJ
Johnson & Johnson

Healthcare
-10
- 0.41%
$145.48 - $167.38 $1.45K - $1.67K
2.41K $391K
BX
Blackstone Inc.

Financial Services
-11
- 0.64%
$120.77 - $159.66 $1.33K - $1.76K
1.72K $263K
SYY
Sysco Corp

Consumer Defensive
-152
- 1.4%
$69.16 - $78.98 $10.5K - $12K
10.7K $833K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-58.7K
- 7.64%
$48.51 - $52.86 $2.85M - $3.1M
710K $37.5M
NEE
Nextera Energy Inc

Utilities
-73
- 1.32%
$69.9 - $84.97 $5.1K - $6.2K
5.46K $461K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-157
- 0.52%
$60.84 - $67.51 $9.55K - $10.6K
30.2K $2.04M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.64K
- 6.56%
$179.99 - $201.6 $654K - $733K
51.8K $10.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-41
- 0.07%
$77.23 - $87.97 $3.17K - $3.61K
57.5K $4.99M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.13K
- 0.84%
$36.02 - $41.68 $76.7K - $88.7K
250K $10.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.56K
- 0.31%
$113.41 - $125.62 $177K - $196K
501K $63M
Activity Summary
Buys All Purchases 104 New Holdings 12 Increased Positions 92 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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