Wealthspire Advisors, LLC Purchases in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
2.51K
+ 11.88%
$54.98 - $77.35 $138K - $194K
23.6K $1.66M
GS
Goldman Sachs Group Inc

Financial Services
167
+ 3.5%
$486.1 - $608.57 $81.2K - $102K
4.93K $2.82M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17K
New
$26.16 - $28.82 $445K - $490K
17K $445K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.78K
New
$44.33 - $49.55 $433K - $484K
9.78K $439K
CSCO
Cisco Systems, Inc.

Technology
1.06K
+ 1.71%
$52.45 - $60.02 $55.4K - $63.4K
62.8K $3.72M
SHOP
Shopify Inc.

Technology
545
+ 3.86%
$78.14 - $119.49 $42.6K - $65.1K
14.7K $1.56M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.37K
New
$57.53 - $60.83 $424K - $448K
7.37K $424K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.63K
New
$48.48 - $49.47 $418K - $427K
8.63K $419K
IWN
Ishares Russell2000 Val ETF

ETFs
3.54K
+ 5.71%
$162.69 - $181.35 $576K - $643K
65.6K $10.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.2K
New
$25.61 - $28.0 $414K - $453K
16.2K $417K
INSP
Inspire Medical Systems, Inc.

Healthcare
2.17K
New
$172.7 - $214.93 $375K - $466K
2.17K $402K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
6.31K
+ 91.66%
$61.21 - $68.19 $386K - $430K
13.2K $824K
SPOT
Spotify Technology S.A.

Communication Services
864
New
$362.95 - $502.38 $314K - $434K
864 $386K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
7.39K
+ 64.23%
$63.27 - $70.31 $468K - $520K
18.9K $1.2M
IEMG
Ishares Inc

ETFs
7.1K
+ 0.44%
N/A
1.64M $87.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.08K
New
$119.61 - $136.3 $369K - $420K
3.08K $380K
WRB
Berkley W R Corp

Financial Services
6.45K
New
$56.48 - $64.94 $364K - $419K
6.45K $377K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.77K
+ 71.56%
$106.56 - $113.11 $402K - $427K
9.04K $966K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.79K
New
$201.32 - $217.44 $361K - $390K
1.79K $371K
IWV
Ishares Russell 3000 ETF

ETFs
12
+ 0.03%
$323.08 - $349.08 $3.88K - $4.19K
47.9K $16M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
25.2K
New
$14.28 - $14.81 $360K - $374K
25.2K $362K
DISV
Dimensional ETF Tr Dimensional

ETFs
13.6K
New
$26.18 - $28.77 $355K - $391K
13.6K $360K
DFIS
Dimensional ETF Tr Dimensional

ETFs
14.6K
New
$24.25 - $26.7 $355K - $391K
14.6K $359K
BKNG
Booking Holdings Inc.

Consumer Cyclical
55
+ 49.55%
$4100.99 - $5300.34 $226K - $292K
166 $824K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
5.14K
New
$68.01 - $70.67 $350K - $364K
5.14K $350K
TFC
Truist Financial Corp

Financial Services
7.51K
+ 28.77%
$41.51 - $48.1 $312K - $361K
33.6K $1.46M
CMCSA
Comcast Corp

Communication Services
14.7K
+ 29.37%
$37.39 - $45.14 $549K - $663K
64.7K $2.43M
STX
Seagate Technology Holdings PLC

Technology
3.89K
New
$86.31 - $112.64 $336K - $439K
3.89K $336K
AME
Ametek Inc

Industrials
1.86K
New
$165.89 - $197.38 $308K - $367K
1.86K $334K
VIST
Vista Energy, S.A.B. De C.V.

Energy
6K
New
$45.39 - $58.41 $272K - $350K
6K $324K
IDA
Idacorp Inc

Utilities
2.9K
New
$100.11 - $118.96 $290K - $345K
2.9K $316K
PANW
Palo Alto Networks Inc

Technology
7.33K
+ 114.32%
$181.96 - $405.9 $1.33M - $2.98M
13.7K $2.5M
GBDC
Golub Capital Bdc, Inc.

Financial Services
19.5K
New
$14.69 - $15.67 $287K - $306K
19.5K $295K
SCHG
Schwab Strategic Tr Us Large C

ETFs
70.8K
+ 320.46%
$25.93 - $105.3 $1.83M - $7.45M
92.9K $2.59M
XEL
Xcel Energy Inc

Utilities
4.15K
New
$62.16 - $72.92 $258K - $303K
4.15K $280K
CCL
Carnival Corp

Consumer Cyclical
11.1K
New
$17.34 - $26.8 $193K - $298K
11.1K $277K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
609
+ 8.86%
$417.69 - $450.94 $254K - $275K
7.48K $3.18M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
793
+ 16.54%
$172.07 - $207.36 $136K - $164K
5.59K $1.1M
AIQ
Global X Funds Global X Artifi

ETFs
5.92K
+ 23.42%
$36.57 - $40.57 $216K - $240K
31.2K $1.2M
LECO
Lincoln Electric Holdings Inc

Industrials
1.41K
New
$187.47 - $219.94 $264K - $310K
1.41K $264K
AOR
Ishares Tr Core Growth Allocat

ETFs
4.59K
New
$57.32 - $59.66 $263K - $274K
4.59K $263K
TTWO
Take Two Interactive Software Inc

Communication Services
1.42K
New
$147.66 - $190.46 $210K - $270K
1.42K $261K
RJF
Raymond James Financial Inc

Financial Services
266
+ 4.06%
$123.0 - $170.1 $32.7K - $45.2K
6.81K $1.06M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.8K
+ 106.38%
$45.17 - $47.23 $262K - $274K
11.3K $510K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.69K
New
$43.84 - $48.76 $249K - $277K
5.69K $250K
MO
Altria Group, Inc.

Consumer Defensive
3.37K
+ 5.69%
$49.06 - $57.74 $165K - $195K
62.6K $3.27M
FLJP
Franklin Templeton ETF Tr

ETFs
8.73K
New
$28.25 - $30.5 $247K - $266K
8.73K $249K
SCHV
Schwab Strategic Tr Us Large C

ETFs
34.9K
+ 286.87%
$25.79 - $80.4 $901K - $2.81M
47.1K $1.23M
GILD
Gilead Sciences, Inc.

Healthcare
2.69K
New
$83.95 - $97.9 $225K - $263K
2.69K $248K
Activity Summary
Buys All Purchases 478 New Holdings 95 Increased Positions 383 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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