Allen Capital Group, LLC Sells in Q4 2024

Allen Capital Group, LLC

  • $829 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
-125K
- 11.34%
$37.12 - $41.23 $4.66M - $5.17M
981K $36.4M
GBIL
Goldman Sachs Access Treasury

ETFs
-21.5K
- 38.21%
$99.85 - $100.22 $2.15M - $2.16M
34.8K $3.47M
DSTL
ETF Ser Solution Distillate Us

ETFs
-12.9K
- 1.86%
$54.74 - $58.88 $709K - $762K
685K $37.6M
SGOL
Abrdn Gold ETF Trust

ETFs
-41.6K
- 6.74%
$24.46 - $26.62 $1.02M - $1.11M
575K $14.4M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.81K
- 2.57%
$99.2 - $108.47 $180K - $196K
68.5K $6.82M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-2.02K
- 1.35%
$34.74 - $38.36 $70.1K - $77.4K
148K $5.17M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
-23.6K
- 4.66%
$20.3 - $21.52 $479K - $507K
482K $9.79M
SHV
Ishares Tr

ETFs
-4.94K
- 51.84%
$109.92 - $110.57 $543K - $547K
4.59K $505K
JNJ
Johnson & Johnson

Healthcare
-563
- 2.74%
$143.34 - $165.86 $80.7K - $93.4K
20K $2.89M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.72K
- 2.73%
$28.89 - $33.95 $78.6K - $92.4K
96.9K $2.81M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.72K
- 39.79%
$107.41 - $115.71 $292K - $314K
4.11K $452K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.42K
- 0.4%
$44.33 - $49.55 $62.7K - $70.1K
352K $15.8M
LMT
Lockheed Martin Corp

Industrials
-92
- 4.35%
$479.66 - $614.62 $44.1K - $56.5K
2.02K $982K
MRK
Merck & Co., Inc.

Healthcare
-540
- 4.24%
$96.31 - $114.76 $52K - $62K
12.2K $1.21M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.69K
- 2.73%
N/A
95.9K $8.24M
O
Realty Income Corp

Real Estate
-1.04K
- 6.14%
$51.76 - $64.71 $53.9K - $67.4K
15.9K $850K
GNR
Spdr S&P Global Natural Resour

ETFs
-370
- 1.56%
$48.67 - $58.43 $18K - $21.6K
23.3K $1.16M
UNP
Union Pacific Corp

Industrials
-94
- 1.33%
$223.15 - $249.32 $21K - $23.4K
6.96K $1.59M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.65K
- 0.71%
$54.54 - $61.04 $145K - $162K
370K $20.6M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-586
- 2.47%
$39.84 - $43.92 $23.3K - $25.7K
23.1K $922K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-427
- 1.51%
$44.04 - $49.49 $18.8K - $21.1K
27.8K $1.22M
MUB
Ishares National Muni Bond ETF

ETFs
-969
- 10.67%
$105.78 - $108.7 $103K - $105K
8.11K $864K
MU
Micron Technology Inc

Technology
-344
- 7.37%
$84.16 - $113.41 $29K - $39K
4.32K $363K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.16K
- 4.95%
$34.13 - $37.35 $39.5K - $43.2K
22.2K $758K
KO
Coca Cola CO

Consumer Defensive
-677
- 11.69%
$61.74 - $71.71 $41.8K - $48.5K
5.11K $318K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-782
- 1.93%
$77.23 - $82.11 $60.4K - $64.2K
39.8K $3.1M
AMAT
Applied Materials Inc

Technology
-185
- 11.9%
$161.44 - $213.89 $29.9K - $39.6K
1.37K $222K
ZTS
Zoetis Inc.

Healthcare
-42
- 1.7%
$162.24 - $194.42 $6.81K - $8.17K
2.42K $394K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-426
- 10.24%
$59.25 - $72.99 $25.2K - $31.1K
3.74K $223K
DHR
Danaher Corp

Healthcare
-34
- 2.24%
$226.16 - $274.52 $7.69K - $9.33K
1.49K $340K
ITA
Ishares Tr

ETFs
-339
- 5.94%
$144.31 - $157.31 $48.9K - $53.3K
5.36K $779K
TDIV
First Trust Nasdaq Technology

ETFs
-507
- 3.23%
$78.03 - $82.13 $39.6K - $41.6K
15.2K $1.19M
AMT
American Tower Corp

Real Estate
-9
- 0.67%
$179.4 - $232.01 $1.61K - $2.09K
1.33K $243K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-548
- 5.96%
$80.93 - $85.66 $44.3K - $46.9K
8.65K $700K
MCD
Mcdonalds Corp

Consumer Cyclical
-64
- 2.31%
$288.47 - $316.54 $18.5K - $20.3K
2.71K $785K
EPD
Enterprise Products Partners L.P.

Energy
-2.81K
- 18.7%
$28.66 - $34.43 $80.6K - $96.9K
12.2K $383K
PRU
Prudential Financial Inc

Financial Services
-356
- 11.62%
$114.59 - $129.52 $40.8K - $46.1K
2.71K $321K
WPC
W. P. Carey Inc.

Real Estate
-21
- 0.36%
$53.44 - $61.33 $1.12K - $1.29K
5.75K $313K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-158
- 1.2%
$113.92 - $127.38 $18K - $20.1K
13K $1.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-729
- 1.93%
$40.15 - $42.9 $29.3K - $31.3K
37.1K $1.5M
URI
United Rentals, Inc.

Industrials
-6
- 1.85%
$704.44 - $880.32 $4.23K - $5.28K
318 $224K
VTV
Vanguard Value ETF

ETFs
-73
- 2.28%
$168.32 - $181.87 $12.3K - $13.3K
3.13K $529K
GLD
Spdr Gold Trust

ETFs
-105
- 3.52%
$236.59 - $257.5 $24.8K - $27K
2.88K $696K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-70
- 5.15%
$521.84 - $558.82 $36.5K - $39.1K
1.29K $693K
RTX
Raytheon Technologies Corp

Industrials
-20
- 0.68%
$114.45 - $127.21 $2.29K - $2.54K
2.9K $336K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-115
- 0.59%
$61.68 - $67.87 $7.09K - $7.81K
19.5K $1.21M
VB
Vanguard Small Cap ETF

ETFs
-39
- 1.7%
$233.76 - $261.58 $9.12K - $10.2K
2.25K $540K
RYF
Invesco S&P 500 Equal Weight F

ETFs
-1.42K
- 2.54%
N/A
54.7K $0
FSCO
Fs Cr Opportunities Corp Com
-150
- 0.1%
N/A
148K $0
Activity Summary
Buys All Purchases 145 New Holdings 13 Increased Positions 132 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 1
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