Fsa Wealth Management LLC New Holdings in Q1 2024

Fsa Wealth Management LLC

  • $229 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
1.84K
New
$71.01 - $78.64 $131K - $145K
1.84K $144K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
937
New
$90.9 - $103.01 $85.2K - $96.5K
937 $96K
FNDX
Schwab Fundamental U S Large C

ETFs
854
New
$60.89 - $67.39 $52K - $57.6K
854 $57K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.17K
New
$44.98 - $46.29 $52.4K - $54K
1.17K $53K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
977
New
$43.87 - $44.99 $42.9K - $44K
977 $43K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.35K
New
$25.58 - $27.83 $34.5K - $37.5K
1.35K $37K
FNDF
Schwab Fundamental Intl Large

ETFs
867
New
$32.59 - $35.65 $28.3K - $30.9K
867 $30K
SCHR
Schwab Intermediate Term Us Tr

ETFs
475
New
$48.64 - $49.88 $23.1K - $23.7K
475 $23K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
886
New
$23.47 - $25.45 $20.8K - $22.5K
886 $22K
FNDC
Schwab Fundamental Intl Small

ETFs
613
New
$33.21 - $35.58 $20.4K - $21.8K
613 $21K
EBND
Spdr Bloomberg Emerging Market

ETFs
442
New
$20.47 - $21.05 $9.05K - $9.3K
442 $9K
VTWG
Vanguard Russell 2000 Growth E

ETFs
43
New
$174.39 - $197.1 $7.5K - $8.48K
43 $8K
VTWV
Vanguard Russell 2000 Value Et

ETFs
62
New
$128.13 - $139.82 $7.94K - $8.67K
62 $8K
SHOP
Shopify Inc.

Technology
100
New
$71.82 - $90.72 $7.18K - $9.07K
100 $7K
SCHP
Schwab Strategic Us Tips ETF

ETFs
146
New
$51.32 - $52.45 $7.49K - $7.66K
146 $7K
RUM
Rumble Inc.

Technology
800
New
$3.39 - $8.61 $2.71K - $6.89K
800 $6K
BYDDY
Byd Company LTD Unsponsored Ad

Consumer Cyclical
110
New
$43.68 - $55.31 $4.8K - $6.08K
110 $5K
WDAY
Workday, Inc.

Technology
20
New
$264.32 - $307.21 $5.29K - $6.14K
20 $5K
IONQ
Ion Q, Inc.

Technology
600
New
$9.11 - $12.64 $5.47K - $7.58K
600 $5K
CLF
Cleveland Cliffs Inc.

Basic Materials
244
New
$17.73 - $22.74 $4.33K - $5.55K
244 $5K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
147
New
$20.21 - $21.65 $2.97K - $3.18K
147 $3K
HYLB
Xtrackers Usd High Yield Corp

ETFs
82
New
$35.17 - $35.77 $2.88K - $2.93K
82 $2K
NG
Novagold Resources Inc

Basic Materials
500
New
$2.28 - $3.8 $1.14K - $1.9K
500 $1K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
22
New
$24.5 - $25.3 $539 - $557
22 $0
Cencora Inc
100
New
N/A
100 $0
Ishares Gold ETF
174
New
N/A
174 $0
Perion Network LTD F
181
New
N/A
181 $0
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
5
New
$18.03 - $19.68 $90.2 - $98.4
5 $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
15
New
$34.62 - $38.47 $519 - $577
15 $0
Activity Summary
Buys All Purchases 141 New Holdings 30 Increased Positions 111 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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