American Institute For Advanced Investment Management, LLP Sells in Q4 2024

American Institute For Advanced Investment Management, LLP

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-13.8K
- 37.91%
$42.84 - $45.38 $592K - $627K
22.6K $972K
XLV
Select Sector Spdr Fund Health

ETFs
-2.64K
- 19.13%
$136.28 - $154.74 $360K - $408K
11.2K $1.54M
CEG
Constellation Energy Corp

Utilities
-420
- 5.7%
$224.28 - $285.52 $94.2K - $120K
6.95K $1.56M
MCHP
Microchip Technology Inc

Technology
-750
- 5.62%
$55.51 - $79.05 $41.6K - $59.3K
12.6K $722K
ITW
Illinois Tool Works Inc

Industrials
-1.05K
- 13.33%
$253.56 - $278.5 $267K - $293K
6.84K $1.73M
ABBV
Abb Vie Inc.

Healthcare
-783
- 9.2%
$164.99 - $203.87 $129K - $160K
7.73K $1.37M
FTCS
First Trust Capital Strength E

ETFs
-3.08K
- 29.37%
$87.62 - $94.03 $270K - $290K
7.42K $651K
IWD
Ishares Russell 1000 Val ETF

ETFs
-734
- 2.19%
$183.23 - $199.79 $134K - $147K
32.8K $6.08M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-2.37K
- 30.58%
$114.77 - $127.28 $272K - $302K
5.39K $623K
IRM
Iron Mountain Inc

Real Estate
-1.17K
- 10.29%
$101.62 - $128.14 $119K - $150K
10.2K $1.07M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-775
- 6.25%
$119.34 - $127.78 $92.5K - $99K
11.6K $1.39M
HD
Home Depot, Inc.

Consumer Cyclical
-240
- 5.36%
$385.02 - $431.37 $92.4K - $104K
4.24K $1.65M
AAPL
Apple Inc.

Technology
-2.33K
- 9.57%
$221.69 - $259.02 $517K - $604K
22K $5.52M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.43K
- 5.57%
$40.41 - $45.95 $98K - $111K
41.1K $1.66M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-1.09K
- 5.96%
$81.34 - $96.75 $88.6K - $105K
17.2K $1.4M
XOM
Exxon Mobil Corp

Energy
-932
- 31.79%
$105.51 - $125.37 $98.3K - $117K
2K $215K
MSFT
Microsoft Corp

Technology
-97
- 1.01%
$406.35 - $454.46 $39.4K - $44.1K
9.55K $4.03M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.96K
- 30.62%
$57.38 - $61.11 $112K - $119K
4.43K $258K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-278
- 20.55%
$481.22 - $538.17 $134K - $150K
1.08K $549K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-325
- 4.97%
$238.25 - $261.28 $77.4K - $84.9K
6.21K $1.5M
ABT
Abbott Laboratories

Healthcare
-795
- 21.92%
$111.93 - $119.39 $89K - $94.9K
2.83K $320K
FTHI
First Trust Exchange Traded Fd

ETFs
-4.45K
- 8.03%
$22.89 - $24.02 $102K - $107K
51K $1.19M
VIG
Vanguard Dividend Appreciation

ETFs
-460
- 2.55%
N/A
17.6K $3.2M
FJP
First Trust Japan Alphadex Fun

ETFs
-785
- 4.79%
$50.22 - $54.42 $39.4K - $42.7K
15.6K $806K
VHT
Vanguard Health Care ETF

ETFs
-140
- 8.51%
$250.81 - $283.3 $35.1K - $39.7K
1.51K $382K
ETN
Eaton Corp PLC

Industrials
-242
- 17.9%
$326.96 - $377.52 $79.1K - $91.4K
1.11K $368K
MRK
Merck & Co., Inc.

Healthcare
-203
- 4.91%
$96.31 - $114.76 $19.6K - $23.3K
3.93K $391K
VTI
Vanguard Total Stock Market Et

ETFs
-553
- 4.31%
$280.04 - $302.45 $155K - $167K
12.3K $3.55M
IEF
Ishares Barclays

ETFs
-358
- 6.43%
$92.08 - $98.18 $33K - $35.1K
5.21K $481K
PEP
Pepsico Inc

Consumer Defensive
-115
- 4.61%
$151.29 - $176.1 $17.4K - $20.3K
2.38K $361K
CVX
Chevron Corp

Energy
-315
- 4.94%
$141.15 - $162.53 $44.5K - $51.2K
6.07K $878K
XLI
Industrial Sector Spdr

ETFs
-350
- 9.91%
$131.76 - $143.99 $46.1K - $50.4K
3.18K $419K
MLM
Martin Marietta Materials Inc

Basic Materials
-85
- 12.06%
$516.5 - $619.58 $43.9K - $52.7K
620 $320K
XLK
Technology Sector Spdr

ETFs
-390
- 7.68%
$220.26 - $241.44 $85.9K - $94.2K
4.69K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
-443
- 24.87%
$205.18 - $250.29 $90.9K - $111K
1.34K $320K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-525
- 11.67%
$94.79 - $95.69 $49.8K - $50.2K
3.97K $377K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-113
- 1.42%
$174.22 - $187.62 $19.7K - $21.2K
7.86K $1.38M
FYX
First Tr Small Cap Core Alphad

ETFs
-545
- 13.81%
$96.51 - $110.53 $52.6K - $60.2K
3.4K $343K
WM
Waste Management Inc

Industrials
-180
- 8.41%
$201.79 - $228.46 $36.3K - $41.1K
1.96K $395K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-1.1K
- 19.05%
N/A
4.68K $189K
VOE
Vanguard Mid Cap Value Index F

ETFs
-30
- 0.46%
$160.89 - $176.18 $4.83K - $5.29K
6.5K $1.05M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.06K
- 6.02%
$52.0 - $55.66 $55.1K - $59K
16.6K $884K
GOOGL
Alphabet Inc.

Communication Services
-755
- 17.44%
$161.86 - $196.66 $122K - $148K
3.57K $676K
VDE
Vanguard Energy ETF

ETFs
-232
- 2.02%
$116.67 - $136.78 $27.1K - $31.7K
11.3K $1.37M
CB
Chubb LTD

Financial Services
-90
- 6.87%
$271.57 - $301.89 $24.4K - $27.2K
1.22K $337K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-372
- 6.55%
$44.04 - $49.49 $16.4K - $18.4K
5.31K $233K
SOXX
Ishares Semiconductor ETF

ETFs
-45
- 2.7%
$211.27 - $239.8 $9.51K - $10.8K
1.62K $348K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-261
- 1.53%
$51.54 - $52.55 $13.5K - $13.7K
16.8K $868K
VO
Vanguard Mid Cap ETF

ETFs
-115
- 4.65%
$261.5 - $284.63 $30.1K - $32.7K
2.36K $622K
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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