Independent Solutions Wealth Management, LLC Closed Positions in Q3 2024

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SMCI
Super Micro Computer, Inc.

Technology
-2.84K
Closed
$386.46 - $909.96 $1.1M - $2.58M
0 $0
UPS
United Parcel Service Inc

Industrials
-11.7K
Closed
$123.32 - $147.38 $1.44M - $1.73M
0 $0
DDOG
Datadog, Inc.

Technology
-11.9K
Closed
$104.97 - $134.56 $1.25M - $1.6M
0 $0
DKNG
Draft Kings Inc.

Consumer Cyclical
-13.3K
Closed
$29.85 - $41.1 $397K - $546K
0 $0
BA
Boeing CO

Industrials
-1.57K
Closed
$152.04 - $190.6 $239K - $299K
0 $0
SJM
J M Smucker CO

Consumer Defensive
-2.28K
Closed
$109.12 - $122.4 $249K - $279K
0 $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.77K
Closed
$139.03 - $157.34 $245K - $278K
0 $0
CAT
Caterpillar Inc

Industrials
-727
Closed
$316.8 - $391.12 $230K - $284K
0 $0
EW
Edwards Lifesciences Corp

Healthcare
-2.56K
Closed
$59.7 - $93.78 $153K - $240K
0 $0
OKTA
Okta, Inc.

Technology
-2.49K
Closed
$71.0 - $100.39 $177K - $250K
0 $0
AMAT
Applied Materials Inc

Technology
-864
Closed
$174.88 - $254.97 $151K - $220K
0 $0
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 113 Reductions 101 Sold out 12 Options Calls 0 Puts 0
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