Tanager Wealth Management LLP Sells in Q3 2024

Tanager Wealth Management LLP

  • $743 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-22.6K
- 16.71%
$149.54 - $192.66 $3.37M - $4.35M
112K $18.8B
META
Meta Platforms, Inc.

Communication Services
-2.4K
- 19.37%
$453.41 - $572.44 $1.09M - $1.37M
9.98K $5.71B
PLTR
Palantir Technologies Inc.

Technology
-20K
- 49.45%
$24.09 - $37.95 $482K - $759K
20.4K $761M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-3.77K
- 20.57%
N/A
14.6K $727M
COP
Conocophillips

Energy
-48
- 0.58%
$102.3 - $116.61 $4.91K - $5.6K
8.29K $873M
MAR
Marriott International Inc

Consumer Cyclical
-404
- 12.79%
$211.35 - $255.11 $85.4K - $103K
2.75K $685M
NVDA
Nvidia Corp

Technology
-406
- 4.6%
$98.91 - $134.91 $40.2K - $54.8K
8.42K $1.02B
PSX
Phillips 66

Energy
-49
- 1.47%
$125.0 - $147.17 $6.13K - $7.21K
3.28K $431M
VIG
Vanguard Dividend Appreciation

ETFs
-422
- 13.39%
$182.15 - $182.15 $76.9K - $76.9K
2.73K $543M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-441
- 19.57%
$105.53 - $118.34 $46.5K - $52.2K
1.81K $212M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.54K
- 4.37%
$71.45 - $75.64 $324K - $343K
99.3K $7.46B
VGT
Vanguard Information Technolog

ETFs
-17
- 3.09%
$514.43 - $606.85 $8.75K - $10.3K
534 $314M
DFSB
Dimensional ETF Tr Dimensional
-284
- 5.27%
N/A
5.1K $271M
BAC
Bank Of America Corp

Financial Services
-12
- 0.21%
$36.65 - $44.13 $440 - $530
5.73K $227M
ABT
Abbott Laboratories

Healthcare
-219
- 8.72%
$100.07 - $118.13 $21.9K - $25.9K
2.29K $261M
XOM
Exxon Mobil Corp

Energy
-4
- 0.08%
$109.72 - $119.0 $439 - $476
5.22K $612M
DFAE
Dimensional ETF Tr

ETFs
-1.18K
- 3.95%
$24.46 - $27.82 $28.9K - $32.9K
28.8K $788M
KO
Coca Cola CO

Consumer Defensive
-64
- 2.05%
$62.69 - $73.01 $4.01K - $4.67K
3.06K $221M
ADP
Automatic Data Processing Inc

Industrials
-58
- 5.32%
$233.44 - $279.45 $13.5K - $16.2K
1.03K $287M
JPM
Jpmorgan Chase & CO

Financial Services
-17
- 0.46%
$194.9 - $224.8 $3.31K - $3.82K
3.68K $776M
NEE
Nextera Energy Inc

Utilities
-90
- 2.75%
$69.9 - $84.97 $6.29K - $7.65K
3.18K $270M
DFSU
Dimensional ETF Tr Dimen Us Su
-56
- 0.27%
N/A
21K $782M
ORCL
Oracle Corp

Technology
-104
- 4.62%
$125.9 - $170.35 $13.1K - $17.7K
2.15K $366M
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 0.81%
$333.64 - $405.2 $2.34K - $2.84K
856 $347M
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-877
- 2.85%
$35.6 - $38.62 $31.2K - $33.9K
29.9K $1.15B
ABBV
Abb Vie Inc.

Healthcare
-18
- 0.61%
$163.84 - $199.33 $2.95K - $3.59K
2.91K $575M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-596
- 4.09%
$475.2 - $527.7 $283K - $315K
14K $7.41B
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 0.94%
$213.3 - $270.78 $3.63K - $4.6K
1.79K $484M
AXP
American Express CO

Financial Services
-11
- 0.32%
$225.92 - $271.17 $2.49K - $2.98K
3.38K $915M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-18
- 0.26%
$57.22 - $80.08 $1.03K - $1.44K
6.85K $535M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.52K
- 4.3%
$58.03 - $65.37 $262K - $295K
101K $6.52B
VB
Vanguard Small Cap ETF

ETFs
-129
- 1.17%
$214.77 - $237.72 $27.7K - $30.7K
10.9K $2.6B
DEO
Diageo PLC

Consumer Defensive
-14
- 0.04%
$120.02 - $140.77 $1.68K - $1.97K
34K $4.85B
Activity Summary
Buys All Purchases 61 New Holdings 15 Increased Positions 46 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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