Tiedemann Advisors, Llc Buys Broadstone Net Lease Inc, Vanguard Large Cap ETF, Asana Inc, Sells Oracle Corp, PACCAR Inc, S&P 500 ETF TRUST ETF

Investment company Tiedemann Advisors, Llc (Current Portfolio) buys Broadstone Net Lease Inc, Vanguard Large Cap ETF, Asana Inc, Affirm Holdings Inc, Cloudera Inc, sells Oracle Corp, PACCAR Inc, S&P 500 ETF TRUST ETF, Adobe Inc, Apple Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Tiedemann Advisors, Llc. As of 2021Q3, Tiedemann Advisors, Llc owns 296 stocks with a total value of $1.9 billion. These are the details of the buys and sells.

For the details of TIEDEMANN ADVISORS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tiedemann+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of TIEDEMANN ADVISORS, LLC
  1. SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) - 6,982,753 shares, 17.17% of the total portfolio. Shares reduced by 8.05%
  2. iShares Core S&P Mid-Cap ETF (IJH) - 895,865 shares, 12.56% of the total portfolio. Shares reduced by 12.29%
  3. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 1,607,156 shares, 8.43% of the total portfolio. Shares reduced by 3.06%
  4. Vanguard Total Stock Market ETF (VTI) - 488,307 shares, 5.78% of the total portfolio. Shares reduced by 16.9%
  5. First Trust North American Energy Infrastructure F (EMLP) - 3,605,590 shares, 4.55% of the total portfolio. Shares reduced by 19.04%
New Purchase: Vanguard Large Cap ETF (VV)

Tiedemann Advisors, Llc initiated holding in Vanguard Large Cap ETF. The purchase prices were between $198.51 and $211.64, with an estimated average price of $206.09. The stock is now traded at around $218.850000. The impact to a portfolio due to this purchase was 0.61%. The holding were 57,188 shares as of 2021-09-30.

New Purchase: Affirm Holdings Inc (AFRM)

Tiedemann Advisors, Llc initiated holding in Affirm Holdings Inc. The purchase prices were between $55.86 and $128.37, with an estimated average price of $79.94. The stock is now traded at around $148.990000. The impact to a portfolio due to this purchase was 0.09%. The holding were 13,454 shares as of 2021-09-30.

New Purchase: Cloudera Inc (CLDR)

Tiedemann Advisors, Llc initiated holding in Cloudera Inc. The purchase prices were between $15.55 and $16, with an estimated average price of $15.87. The stock is now traded at around $15.990000. The impact to a portfolio due to this purchase was 0.08%. The holding were 97,134 shares as of 2021-09-30.

New Purchase: Coinbase Global Inc (COIN)

Tiedemann Advisors, Llc initiated holding in Coinbase Global Inc. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $342.980000. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,384 shares as of 2021-09-30.

New Purchase: Zendesk Inc (ZEN)

Tiedemann Advisors, Llc initiated holding in Zendesk Inc. The purchase prices were between $115.3 and $150.84, with an estimated average price of $129.39. The stock is now traded at around $103.830000. The impact to a portfolio due to this purchase was 0.04%. The holding were 6,052 shares as of 2021-09-30.

New Purchase: Lilium NV (LILM)

Tiedemann Advisors, Llc initiated holding in Lilium NV. The purchase prices were between $0 and $10.85, with an estimated average price of $9.75. The stock is now traded at around $9.400000. The impact to a portfolio due to this purchase was 0.03%. The holding were 50,000 shares as of 2021-09-30.

Added: Broadstone Net Lease Inc (BNL)

Tiedemann Advisors, Llc added to a holding in Broadstone Net Lease Inc by 948.32%. The purchase prices were between $23.63 and $27.91, with an estimated average price of $25.84. The stock is now traded at around $25.980000. The impact to a portfolio due to this purchase was 0.75%. The holding were 625,860 shares as of 2021-09-30.

Added: Asana Inc (ASAN)

Tiedemann Advisors, Llc added to a holding in Asana Inc by 50.42%. The purchase prices were between $61.33 and $124.48, with an estimated average price of $82.92. The stock is now traded at around $141.660000. The impact to a portfolio due to this purchase was 0.21%. The holding were 114,124 shares as of 2021-09-30.

Added: Vanguard Small Cap ETF (VB)

Tiedemann Advisors, Llc added to a holding in Vanguard Small Cap ETF by 74.54%. The purchase prices were between $211.35 and $228.82, with an estimated average price of $221.78. The stock is now traded at around $237.710000. The impact to a portfolio due to this purchase was 0.06%. The holding were 13,071 shares as of 2021-09-30.

Added: 1Life Healthcare Inc (ONEM)

Tiedemann Advisors, Llc added to a holding in 1Life Healthcare Inc by 104.77%. The purchase prices were between $19.51 and $33.49, with an estimated average price of $25.8. The stock is now traded at around $21.030000. The impact to a portfolio due to this purchase was 0.04%. The holding were 68,019 shares as of 2021-09-30.

Added: iShares MSCI Intl Quality Factor ETF (IQLT)

Tiedemann Advisors, Llc added to a holding in iShares MSCI Intl Quality Factor ETF by 153.16%. The purchase prices were between $37.88 and $40.71, with an estimated average price of $39.53. The stock is now traded at around $40.250000. The impact to a portfolio due to this purchase was 0.03%. The holding were 24,101 shares as of 2021-09-30.

Added: Coupang Inc (CPNG)

Tiedemann Advisors, Llc added to a holding in Coupang Inc by 93.03%. The purchase prices were between $27.85 and $44.54, with an estimated average price of $34.58. The stock is now traded at around $26.580000. The impact to a portfolio due to this purchase was 0.01%. The holding were 13,219 shares as of 2021-09-30.

Sold Out: PACCAR Inc (PCAR)

Tiedemann Advisors, Llc sold out a holding in PACCAR Inc. The sale prices were between $78.92 and $88.79, with an estimated average price of $83.34.

Sold Out: MiMedx Group Inc (MDXG)

Tiedemann Advisors, Llc sold out a holding in MiMedx Group Inc. The sale prices were between $5.52 and $15.83, with an estimated average price of $11.35.

Sold Out: Vanguard Total Bond Market ETF (BND)

Tiedemann Advisors, Llc sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $85.19 and $86.45, with an estimated average price of $85.93.

Sold Out: W R Grace & Co (GRA)

Tiedemann Advisors, Llc sold out a holding in W R Grace & Co. The sale prices were between $69.29 and $69.99, with an estimated average price of $69.57.

Sold Out: IDEXX Laboratories Inc (IDXX)

Tiedemann Advisors, Llc sold out a holding in IDEXX Laboratories Inc. The sale prices were between $621.9 and $705.76, with an estimated average price of $671.83.

Sold Out: SPDR Nuveen Bloomberg Short Term Municipal Bond ET (SHM)

Tiedemann Advisors, Llc sold out a holding in SPDR Nuveen Bloomberg Short Term Municipal Bond ET. The sale prices were between $49.31 and $49.56, with an estimated average price of $49.46.



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