Wp Wealth LLP Incresed Positions in Q3 2024

Wp Wealth LLP

  • $482 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
248K
+ 10.25%
$41.34 - $43.55 $10.2M - $10.8M
2.66M $115B
DFIC
Dimensional ETF Tr Dimensional

ETFs
150K
+ 7.04%
$25.36 - $28.37 $3.81M - $4.26M
2.28M $64.3B
Dimensional ETF Trust
156K
+ 12.18%
N/A
1.44M $44.4B
DFSD
Dimensional ETF Tr Short Durat

ETFs
101K
+ 11.35%
$47.0 - $47.84 $4.73M - $4.81M
987K $47.1B
DFAU
Dimensional ETF Tr

ETFs
48.2K
+ 4.31%
$35.8 - $39.69 $1.73M - $1.91M
1.17M $46.3B
Dimensional ETF Trust
54.7K
+ 8.91%
N/A
668K $19.3B
DFAT
Dimensional ETF Tr U S Target

ETFs
23.7K
+ 5.35%
$51.0 - $57.07 $1.21M - $1.35M
466K $25.9B
DFAE
Dimensional ETF Tr

ETFs
53K
+ 6.98%
$24.46 - $27.82 $1.3M - $1.47M
813K $22.3B
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
35.9K
+ 389.62%
$31.92 - $33.91 $1.15M - $1.22M
45.1K $1.53B
POCT
Innovator U.S. Equity Power Bu

ETFs
27.6K
+ 23.33%
$37.79 - $38.95 $1.04M - $1.08M
146K $5.68B
AAPL
Apple Inc.

Technology
1.2K
+ 4.81%
$207.23 - $234.82 $248K - $281K
26.1K $6.08B
PNOV
Innovator U.S. Equity Power Bu
13.6K
+ 27.31%
N/A
63.5K $2.35B
EOCT
Innovator Etfs Tr Emerging Mar
14.6K
+ 47.24%
N/A
45.6K $1.22B
IOCT
Innovator Etfs Tr Intl Dev Pow
6.56K
+ 5.95%
N/A
117K $3.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
150
+ 1.66%
$517.38 - $573.86 $77.6K - $86.1K
9.2K $5.28B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.59K
+ 3.29%
$31.05 - $34.29 $112K - $123K
113K $3.87B
NVDA
Nvidia Corp

Technology
1.96K
+ 21.69%
$98.91 - $134.91 $194K - $264K
11K $1.33B
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
6.48K
+ 26.15%
$23.84 - $25.78 $154K - $167K
31.2K $797M
DFAX
Dimensional ETF Tr
321
+ 0.3%
$24.29 - $27.25 $7.8K - $8.75K
108K $2.91B
QQQ
Invesco Qqq Trust, Series 1

ETFs
314
+ 27.76%
$434.77 - $502.96 $137K - $158K
1.45K $705M
IAPR
Innovator Etfs Tr Internationa

ETFs
3.95K
+ 13.69%
$26.49 - $28.58 $105K - $113K
32.8K $931M
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.12K
+ 7.63%
$37.89 - $40.48 $80.4K - $85.9K
29.9K $1.21B
AMZN
Amazon Com Inc

Consumer Cyclical
850
+ 16.34%
$161.02 - $200.0 $137K - $170K
6.05K $1.13B
WMT
Walmart Inc.

Consumer Defensive
781
+ 18.22%
$66.91 - $81.4 $52.3K - $63.6K
5.07K $409M
GLD
Spdr Gold Trust

ETFs
30
+ 0.96%
$215.56 - $246.98 $6.47K - $7.41K
3.15K $766M
XOM
Exxon Mobil Corp

Energy
348
+ 3.97%
$109.72 - $119.0 $38.2K - $41.4K
9.11K $1.07B
TPL
Texas Pacific Land Corp

Energy
7
+ 2.56%
$724.86 - $952.13 $5.07K - $6.66K
280 $248M
VIG
Vanguard Dividend Appreciation

ETFs
108
+ 8.51%
$182.15 - $182.15 $19.7K - $19.7K
1.38K $273M
BOCT
Innovator U.S. Equity Buffer E

ETFs
527
+ 4.3%
$40.71 - $42.45 $21.5K - $22.4K
12.8K $543M
MSFT
Microsoft Corp

Technology
200
+ 5.81%
$395.15 - $467.56 $79K - $93.5K
3.65K $1.57B
AVGO
Broadcom Inc.

Technology
1.13K
+ 885.83%
$136.27 - $1745.86 $153K - $1.96M
1.25K $216M
GOOG
Alphabet Inc.

Communication Services
199
+ 12.05%
$149.54 - $192.66 $29.8K - $38.3K
1.85K $309M
HON
Honeywell International Inc

Industrials
70
+ 3.59%
$196.73 - $220.21 $13.8K - $15.4K
2.02K $418M
MLM
Martin Marietta Materials Inc

Basic Materials
6
+ 0.96%
$502.48 - $593.35 $3.01K - $3.56K
634 $341M
Activity Summary
Buys All Purchases 57 New Holdings 22 Increased Positions 35 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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