Glassman Wealth Services Purchases and Sells in Q4 2024

Glassman Wealth Services

$593 Million
Q4 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	53K + 4.12%	$33.92 - $36.6 $1.8M - $1.94M	1.34M $46.4M
VTEB	11.2K + 7.48%	$49.79 - $51.14 $560K - $575K	162K $8.1M
VBR	1.07K + 38.75%	$197.36 - $217.3 $211K - $232K	3.83K $758K
IVV	90 + 1.23%	$570.51 - $610.59 $51.3K - $55K	7.42K $4.37M
DFUS	1.49K + 47.54%	$61.52 - $66.5 $91.7K - $99.2K	4.63K $295K
EFA	1.05K + 697.35%	$75.1 - $82.99 $79.1K - $87.4K	1.2K $91K

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPEM	2.61K New	$38.37 - $42.82 $100K - $112K	2.61K $100K
FBND	1.57K New	$44.87 - $46.86 $70.3K - $73.4K	1.57K $70K
OEF	135 New	N/A	135 $35K
SPSB	1.02K New	$29.77 - $30.19 $30.3K - $30.7K	1.02K $30K
SUSL	172 New	$100.38 - $107.86 $17.3K - $18.6K	172 $17K
ECF	1.54K New	$8.96 - $9.99 $13.8K - $15.4K	1.54K $14K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	-3.63K - 58.91%	$60.73 - $64.94 $221K - $236K	2.53K $155K
FDVV	-2.46K - 15.08%	$49.66 - $52.63 $122K - $129K	13.9K $691K
VWO	-1.98K - 25.09%	$44.04 - $49.49 $87K - $97.7K	5.9K $259K
IJH	-1.34K - 4.07%	$61.68 - $67.87 $82.4K - $90.7K	31.5K $1.96M
VYM	-569 - 3.97%	$126.68 - $134.74 $72.1K - $76.7K	13.8K $1.76M
IVE	-189 - 4.23%	$189.5 - $206.17 $35.8K - $39K	4.27K $815K

Activity Summary All Purchases 63 New Holdings 21 Increased Positions 42 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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