Riverpoint Wealth Management Holdings, LLC Purchases in Q3 2024

Riverpoint Wealth Management Holdings, LLC

  • $390 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
553
+ 0.09%
$101.72 - $112.94 $56.3K - $62.5K
651K $73.5M
VO
Vanguard Mid Cap ETF

ETFs
883
+ 0.56%
$237.84 - $263.83 $210K - $233K
159K $41.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
+ 1.1%
$36.98 - $41.55 $424K - $477K
1.05M $43.2M
VEA
Vanguard Ftse Developed Market

ETFs
5.17K
+ 0.64%
$47.6 - $53.31 $246K - $276K
806K $42.6M
FNDA
Schwab Fundamental U S Small C

ETFs
5.67K
+ 1.09%
$54.26 - $60.01 $307K - $340K
525K $31.3M
FREL
Fidelity Covington Tr Msci Rea

ETFs
19.7K
+ 4.83%
$25.07 - $29.94 $494K - $590K
427K $12.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.9K
+ 7.74%
$44.65 - $47.21 $1.16M - $1.22M
360K $16.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49
+ 0.13%
$475.2 - $527.7 $23.3K - $25.9K
37.2K $19.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.49K
+ 1.83%
$57.32 - $62.65 $200K - $219K
194K $12.1M
VV
Vanguard Large Cap ETF

ETFs
106
+ 0.23%
$236.92 - $263.4 $25.1K - $27.9K
46.6K $12.3M
XLV
Select Sector Spdr Fund Health

ETFs
89
+ 0.25%
$143.3 - $157.24 $12.8K - $14K
35.3K $5.43M
AAPL
Apple Inc.

Technology
12
+ 0.09%
$207.23 - $234.82 $2.49K - $2.82K
12.7K $2.96M
ABBV
Abb Vie Inc.

Healthcare
65
+ 0.8%
$163.84 - $199.33 $10.6K - $13K
8.18K $1.62M
ITB
Ishares Tr

ETFs
8
+ 0.1%
$97.52 - $128.64 $780 - $1.03K
8.42K $1.07M
IWB
Ishares Tr Russell 1000 ETF

ETFs
36
+ 0.34%
$283.28 - $314.39 $10.2K - $11.3K
10.7K $3.37M
IWM
Ishares Russell 2000 ETF

ETFs
24
+ 0.32%
$200.87 - $224.6 $4.82K - $5.39K
7.45K $1.64M
HD
Home Depot, Inc.

Consumer Cyclical
9
+ 0.51%
$333.64 - $405.2 $3K - $3.65K
1.78K $719K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17
+ 0.06%
$61.11 - $67.85 $1.04K - $1.15K
29.3K $1.99M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
43
+ 0.52%
$105.53 - $118.34 $4.54K - $5.09K
8.36K $977K
ORCL
Oracle Corp

Technology
8
+ 0.29%
$125.9 - $170.35 $1.01K - $1.36K
2.78K $473K
JNJ
Johnson & Johnson

Healthcare
22
+ 0.64%
$145.48 - $167.38 $3.2K - $3.68K
3.46K $561K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.57%
$459.02 - $510.25 $3.21K - $3.57K
1.25K $616K
VB
Vanguard Small Cap ETF

ETFs
11
+ 0.42%
$214.77 - $237.72 $2.36K - $2.61K
2.61K $618K
IWD
Ishares Russell 1000 Val ETF

ETFs
13
+ 0.56%
$173.36 - $189.8 $2.25K - $2.47K
2.35K $446K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
11
+ 0.13%
$54.38 - $59.77 $598 - $657
8.46K $500K
SYK
Stryker Corp

Healthcare
3
+ 0.32%
$315.94 - $371.96 $948 - $1.12K
950 $343K
VGT
Vanguard Information Technolog

ETFs
2
+ 0.1%
$514.43 - $606.85 $1.03K - $1.21K
1.92K $1.13M
PG
Procter & Gamble CO

Consumer Defensive
12
+ 0.61%
$160.76 - $177.82 $1.93K - $2.13K
1.97K $341K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.31%
$261.88 - $288.1 $786 - $864
977 $275K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.39%
$255.18 - $283.2 $766 - $850
774 $219K
THR
Thermon Group Holdings, Inc.

Industrials
798
+ 1.73%
$27.31 - $34.05 $21.8K - $27.2K
47.1K $1.4M
GOOG
Alphabet Inc.

Communication Services
2
+ 0.13%
$149.54 - $192.66 $299 - $385
1.49K $248K
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 0.13%
$193.0 - $282.1 $386 - $564
1.54K $358K
MSFT
Microsoft Corp

Technology
10
+ 0.18%
$395.15 - $467.56 $3.95K - $4.68K
5.49K $2.36M
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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