Glassman Wealth Services Purchases and Sells in Q3 2024

Glassman Wealth Services

$585 Million
Q3 2024

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.31K + 1.5%	$475.2 - $527.7 $2.05M - $2.28M	291K $154M
FNDX	10.1K + 0.68%	$65.36 - $71.76 $661K - $726K	1.5M $108M
DGRW	31.8K + 4.32%	$75.88 - $83.21 $2.41M - $2.65M	769K $64M
VEU	37.5K + 4.27%	$56.47 - $63.69 $2.12M - $2.39M	916K $57.7M
DFAC	53.2K + 4.32%	$31.05 - $34.29 $1.65M - $1.83M	1.29M $44.1M
DFAX	48.3K + 3.12%	$24.29 - $27.25 $1.17M - $1.32M	1.6M $43.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUI	91 New	$117.46 - $147.6 $10.7K - $13.4K	91 $12K
DIVB	125 New	$43.97 - $48.45 $5.5K - $6.06K	125 $6K
MLPX	100 New	$50.37 - $55.21 $5.04K - $5.52K	100 $5K
LVHI	165 New	$28.72 - $31.28 $4.74K - $5.16K	165 $5K
UTES	2.74K New	N/A	2.74K $0
FRANKLIN ETHEREUM TR	190 New	N/A	190 $0

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-11.5K - 25.86%	$57.32 - $62.65 $657K - $718K	32.8K $2.05M
SCHA	-10K - 93.91%	$46.9 - $51.96 $470K - $521K	650 $33K
SCHM	-2.11K - 81.95%	$75.47 - $83.18 $159K - $176K	465 $38K
SLYG	-1.07K - 78.39%	$85.03 - $94.56 $91.3K - $102K	296 $27K
SLYV	-1.11K - 77.49%	$77.23 - $87.97 $85.9K - $97.8K	323 $28K
VNQ	-935 - 33.99%	$82.97 - $98.97 $77.6K - $92.5K	1.82K $176K

Activity Summary All Purchases 39 New Holdings 6 Increased Positions 33 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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