Running Point Capital Advisors, LLC Sells in Q2 2024

Running Point Capital Advisors, LLC

  • $241 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.03K
- 92.7%
$57.42 - $62.37 $461K - $501K
632 $37K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.76K
- 2.0%
$85.34 - $90.41 $150K - $159K
86K $7.59M
PIO
Invesco Exchange Traded Fd Tr

ETFs
-8.36K
- 74.34%
$40.03 - $43.54 $335K - $364K
2.89K $116K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-4.13K
- 13.72%
$61.69 - $64.0 $255K - $264K
26K $1.63M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.89K
- 3.57%
$79.92 - $84.63 $311K - $329K
105K $8.81M
BNDX
Vanguard Total International B

ETFs
-4.34K
- 10.51%
$48.24 - $49.07 $209K - $213K
36.9K $1.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.03K
- 2.15%
$78.61 - $85.97 $80.7K - $88.3K
46.8K $3.92M
VEA
Vanguard Ftse Developed Market

ETFs
-1.68K
- 3.92%
$47.83 - $51.21 $80.5K - $86.1K
41.2K $2.04M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.71K
- 8.5%
$39.75 - $43.06 $68K - $73.7K
18.4K $747K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
-6.53K
- 72.14%
$13.16 - $14.96 $85.9K - $97.6K
2.52K $34K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-435
- 9.57%
$87.78 - $94.67 $38.2K - $41.2K
4.11K $377K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-536
- 30.15%
$67.82 - $72.36 $36.4K - $38.8K
1.24K $86K
V
Visa Inc.

Financial Services
-25
- 1.34%
$262.47 - $281.5 $6.56K - $7.04K
1.84K $483K
ABT
Abbott Laboratories

Healthcare
-35
- 1.07%
$100.73 - $112.44 $3.53K - $3.94K
3.22K $334K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-1.56K
- 8.66%
$14.43 - $15.3 $22.5K - $23.9K
16.5K $242K
MA
Mastercard Inc

Financial Services
-11
- 2.05%
$441.1 - $479.43 $4.85K - $5.27K
525 $231K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-929
- 6.97%
$19.15 - $20.2 $17.8K - $18.8K
12.4K $243K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-426
- 8.37%
$45.93 - $47.36 $19.6K - $20.2K
4.66K $218K
XOM
Exxon Mobil Corp

Energy
-91
- 1.38%
$108.36 - $122.2 $9.86K - $11.1K
6.48K $746K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-292
- 0.77%
$50.64 - $51.3 $14.8K - $15K
37.5K $1.92M
CVX
Chevron Corp

Energy
-53
- 1.69%
$152.57 - $166.33 $8.09K - $8.82K
3.09K $483K
PG
Procter & Gamble CO

Consumer Defensive
-68
- 3.46%
$155.33 - $168.56 $10.6K - $11.5K
1.9K $313K
GLD
Spdr Gold Trust

ETFs
-120
- 5.24%
$207.82 - $224.56 $24.9K - $26.9K
2.17K $466K
C
Citigroup Inc

Financial Services
-60
- 0.84%
$57.02 - $64.74 $3.42K - $3.88K
7.12K $451K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-2K
- 11.18%
N/A
15.9K $0
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
-592
- 0.93%
$10.1 - $10.87 $5.98K - $6.44K
63.1K $680K
AMZN
Amazon Com Inc

Consumer Cyclical
-121
- 4.44%
$173.67 - $197.85 $21K - $23.9K
2.6K $503K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.39K
- 2.49%
$40.83 - $44.89 $56.8K - $62.4K
54.6K $2.39M
IWV
Ishares Russell 3000 ETF

ETFs
-4
- 0.02%
$283.16 - $309.9 $1.13K - $1.24K
23K $7.1M
LLY
Eli Lilly & CO

Healthcare
-28
- 1.49%
$724.87 - $909.04 $20.3K - $25.5K
1.85K $1.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.07K
- 1.55%
$154.56 - $173.19 $165K - $185K
67.6K $11.5M
AAPL
Apple Inc.

Technology
-405
- 2.8%
$165.0 - $216.67 $66.8K - $87.8K
14.1K $2.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-675
- 1.48%
$414.65 - $485.21 $280K - $328K
45K $21.5M
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 1 Puts 0
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