Walkner Condon Financial Advisors LLC Purchases in Q3 2024

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTC
First Tr Lge Cap Growth

ETFs
58
+ 1.51%
$115.51 - $131.45 $6.7K - $7.62K
3.9K $511K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
577
+ 9.13%
$44.9 - $47.55 $25.9K - $27.4K
6.89K $325K
V
Visa Inc.

Financial Services
77
+ 5.93%
$253.74 - $291.56 $19.5K - $22.5K
1.38K $378K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
152
+ 3.46%
$114.73 - $120.23 $17.4K - $18.3K
4.55K $544K
EUSB
Ishares Tr Esg Advanced Total

Technology
374
+ 4.29%
$42.09 - $44.64 $15.7K - $16.7K
9.1K $403K
AVGO
Broadcom Inc.

Technology
2.99K
+ 886.94%
$136.27 - $1745.86 $407K - $5.22M
3.33K $573K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.33K
+ 3.87%
$19.01 - $20.7 $25.2K - $27.5K
35.6K $727K
INTU
Intuit Inc

Technology
65
+ 18.01%
$602.97 - $670.49 $39.2K - $43.6K
426 $264K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
124
+ 1.35%
$73.86 - $84.2 $9.16K - $10.4K
9.33K $770K
FDN
First Tr Fd Dow Jones

ETFs
69
+ 4.86%
$183.68 - $212.48 $12.7K - $14.7K
1.49K $315K
JPIE
J P Morgan Exchange Traded Fd
218
+ 1.81%
$45.17 - $46.39 $9.85K - $10.1K
12.2K $568K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4
+ 0.08%
$58.03 - $65.37 $232 - $261
4.77K $308K
TLT
Ishares Barclays 20+ Year Trea

ETFs
34
+ 1.28%
$89.91 - $101.33 $3.06K - $3.45K
2.69K $263K
JPEM
Jp Morgan Diversified Return

ETFs
159
+ 3.79%
$52.23 - $56.96 $8.3K - $9.06K
4.36K $246K
LWLG
Lightwave Logic, Inc.

Basic Materials
8.29K
+ 37.56%
$2.53 - $4.15 $21K - $34.4K
30.4K $83K
SCHG
Schwab Strategic Tr Us Large C

ETFs
41
+ 1.86%
$92.63 - $105.69 $3.8K - $4.33K
2.25K $234K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
135
+ 0.83%
$12.63 - $13.72 $1.71K - $1.85K
16.4K $221K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
98
+ 0.55%
$18.35 - $19.01 $1.8K - $1.86K
17.9K $340K
TGRW
T Rowe Price Exchange Traded F

Technology
100
+ 0.7%
$33.63 - $38.83 $3.36K - $3.88K
14.4K $543K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
+ 3.18%
$147.95 - $191.05 $6.51K - $8.41K
1.43K $248K
SHYD
Vaneck Short High Yield Muni E

ETFs
13
+ 0.09%
$22.24 - $22.81 $289 - $297
14.4K $327K
Pimco ETF Tr
34.5K
+ 46.93%
N/A
108K $0
Amplify ETF Tr
9.49K
New
N/A
9.49K $0
Ishares Bitcoin Trust ETF
12.3K
New
N/A
12.3K $0
ESIX
Ssga Active Tr Spdr S&P Smallc
11.4K
New
N/A
11.4K $0
T Rowe Price ETF Inc
1.75K
+ 4.56%
N/A
40.1K $0
MRK
Merck & Co., Inc.

Healthcare
283
+ 6.42%
$111.15 - $128.97 $31.5K - $36.5K
4.69K $532K
VLO
Valero Energy Corp

Energy
140
+ 5.68%
$132.81 - $163.48 $18.6K - $22.9K
2.6K $351K
Activity Summary
Buys All Purchases 129 New Holdings 21 Increased Positions 108 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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