William Howard & CO Financial Advisors Inc Purchases in Q3 2024

William Howard & CO Financial Advisors Inc

  • $117 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ICF
Ishares Tr

ETFs
2.16K
+ 1.38%
$56.77 - $67.33 $123K - $146K
159K $10.5M
IWM
Ishares Russell 2000 ETF

ETFs
282
+ 0.6%
$200.87 - $224.6 $56.6K - $63.3K
47.6K $10.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.87K
+ 9.49%
$71.45 - $75.64 $348K - $368K
56.1K $4.22M
IEFA
Ishares Tr

ETFs
1.66K
+ 3.28%
$70.09 - $78.74 $116K - $131K
52.2K $4.08M
VEA
Vanguard Ftse Developed Market

ETFs
5.29K
+ 16.97%
$47.6 - $53.31 $252K - $282K
36.4K $1.92M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.94K
New
$44.65 - $47.21 $310K - $327K
6.94K $324K
VNQ
Vanguard Specialized Funds Van

ETFs
1.42K
+ 11.21%
$82.97 - $98.97 $118K - $140K
14.1K $1.37M
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
New
$255.18 - $283.2 $267K - $296K
1.05K $296K
VUSB
Vanguard Bd Index Fds
5.75K
+ 85.6%
N/A
12.5K $623K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.47K
New
$41.9 - $48.26 $229K - $264K
5.47K $262K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.06K
New
$76.94 - $79.54 $236K - $244K
3.06K $243K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.49K
+ 6.25%
$40.45 - $47.24 $60.3K - $70.4K
25.3K $1.19M
IWN
Ishares Russell2000 Val ETF

ETFs
1.29K
New
$150.05 - $171.34 $193K - $221K
1.29K $215K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.96K
New
$97.19 - $109.09 $190K - $214K
1.96K $212K
QQQ
Invesco Qqq Trust, Series 1

ETFs
253
+ 16.29%
$434.77 - $502.96 $110K - $127K
1.81K $882K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
27
+ 0.08%
$114.73 - $120.23 $3.1K - $3.25K
32.4K $3.87M
TEI
Templeton Emerging Markets Income Fund

Financial Services
21.4K
New
$5.32 - $5.92 $114K - $127K
21.4K $125K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
31.6K
New
$2.83 - $3.11 $89.3K - $98.2K
31.6K $98K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
26.8K
New
$3.28 - $3.5 $87.7K - $93.6K
26.8K $94K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.36K
+ 17.14%
$31.97 - $37.3 $75.6K - $88.2K
16.2K $578K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
937
+ 11.59%
$57.32 - $62.65 $53.7K - $58.7K
9.02K $562K
OXLC
Oxford Lane Capital Corp.

Financial Services
16.5K
New
$5.15 - $5.67 $84.9K - $93.5K
16.5K $86K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114
+ 12.71%
$475.2 - $527.7 $54.2K - $60.2K
1.01K $533K
IEMG
Ishares Inc

ETFs
185
+ 1.08%
$53.64 - $53.64 $9.92K - $9.92K
17.3K $996K
TIP
Ishares Tr Tips Bd ETF

ETFs
43
+ 0.25%
$105.92 - $110.83 $4.55K - $4.77K
16.9K $1.87M
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.53%
$173.36 - $189.8 $3.47K - $3.8K
3.76K $714K
PFF
Ishares Trust Ishares Pfd And

ETFs
248
+ 0.92%
$31.18 - $33.5 $7.73K - $8.31K
27.2K $903K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
40
+ 0.2%
$81.31 - $83.29 $3.25K - $3.33K
20.2K $1.68M
SCHA
Schwab Strategic Tr Us Small C

ETFs
38
+ 0.67%
$46.9 - $51.96 $1.78K - $1.97K
5.73K $295K
IWF
Ishares Russell 1000 Gr ETF

ETFs
3
+ 0.15%
$332.02 - $382.76 $996 - $1.15K
2.01K $755K
SCHV
Schwab Strategic Tr Us Large C

ETFs
32
+ 1.18%
$73.43 - $80.37 $2.35K - $2.57K
2.74K $220K
FNDF
Schwab Fundamental Intl Large

ETFs
66
+ 0.91%
$33.67 - $37.71 $2.22K - $2.49K
7.33K $274K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.64%
$61.11 - $67.85 $1.41K - $1.56K
3.59K $244K
AVLV
American Centy ETF Tr Avantis
15
+ 0.41%
$60.05 - $65.83 $901 - $987
3.7K $244K
SCHG
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.24%
$92.63 - $105.69 $463 - $528
2.08K $217K
AMZN
Amazon Com Inc

Consumer Cyclical
105
+ 5.44%
$161.02 - $200.0 $16.9K - $21K
2.04K $380K
Activity Summary
Buys All Purchases 37 New Holdings 11 Increased Positions 26 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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