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
XLE
Energy Sector Spdr

ETFs
-186
- 3.07%
$83.32 - $97.27 $15.5K - $18.1K
5.88K $503K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-475
- 8.62%
$105.85 - $112.84 $50.3K - $53.6K
5.04K $555K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 1.49%
$288.47 - $316.54 $5.77K - $6.33K
1.33K $384K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.09K
- 10.08%
$58.39 - $67.04 $63.6K - $73.1K
9.73K $617K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-600
- 2.37%
$18.62 - $19.05 $11.2K - $11.4K
24.8K $462K
NEAR
Blackrock Short Maturity Bond

ETFs
-140
- 0.91%
$50.28 - $51.08 $7.04K - $7.15K
15.2K $767K
DVY
Ishares Tr

ETFs
-75
- 3.32%
$129.55 - $143.41 $9.72K - $10.8K
2.18K $286K
ORCL
Oracle Corp

Technology
-17
- 0.65%
$165.41 - $192.43 $2.81K - $3.27K
2.61K $434K
GLD
Spdr Gold Trust

ETFs
-27
- 0.6%
$236.59 - $257.5 $6.39K - $6.95K
4.48K $1.09M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-17
- 0.44%
$563.99 - $620.12 $9.59K - $10.5K
3.84K $2.18M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.09K
- 4.61%
$13.61 - $14.58 $14.9K - $15.9K
22.6K $325K
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.03%
$216.13 - $242.4 $865 - $970
12.2K $2.7M
FTGS
First Tr Exchange Traded Fd Gr
-3.99K
- 36.98%
N/A
6.79K $0
CWCO
Consolidated Water Co. Ltd.

Utilities
-225
- 2.14%
$23.65 - $27.44 $5.32K - $6.17K
10.3K $266K
GOOG
Alphabet Inc.

Communication Services
-140
- 10.45%
$163.08 - $198.16 $22.8K - $27.7K
1.2K $228K
EPD
Enterprise Products Partners L.P.

Energy
-985
- 6.3%
$28.66 - $34.43 $28.2K - $33.9K
14.7K $459K
MO
Altria Group, Inc.

Consumer Defensive
-45
- 0.77%
$49.06 - $57.74 $2.21K - $2.6K
5.82K $304K
RZV
Invesco Fd Tr

ETFs
-50
- 0.77%
$105.77 - $119.36 $5.29K - $5.97K
6.43K $715K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-400
- 1.13%
$29.73 - $30.81 $11.9K - $12.3K
35K $1.07M
IYW
Ishares Dj Us Tech ETF

ETFs
-255
- 3.56%
$148.14 - $166.23 $37.8K - $42.4K
6.91K $1.1M
VGT
Vanguard Information Technolog

ETFs
-99
- 4.15%
$571.78 - $647.97 $56.6K - $64.1K
2.29K $1.42M
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 0.82%
$873.59 - $994.69 $7.86K - $8.95K
1.09K $998K
WMT
Walmart Inc.

Consumer Defensive
-60
- 0.98%
$79.1 - $95.7 $4.75K - $5.74K
6.05K $546K
SPY
Spdr S&P 500 ETF Trust

ETFs
-118
- 1.1%
$567.81 - $607.81 $67K - $71.7K
10.6K $6.19M
ET
Energy Transfer LP

Energy
-1.65K
- 5.18%
$16.05 - $19.86 $26.5K - $32.7K
30.2K $590K
NVDA
Nvidia Corp

Technology
-450
- 3.98%
$117.0 - $148.88 $52.7K - $67K
10.9K $1.46M
VUG
Vanguard Growth ETF

ETFs
-47
- 0.77%
$378.79 - $428.11 $17.8K - $20.1K
6.05K $2.48M
AMZN
Amazon Com Inc

Consumer Cyclical
-170
- 1.38%
$180.88 - $232.93 $30.7K - $39.6K
12.1K $2.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-785
- 2.87%
$370.24 - $418.94 $291K - $329K
26.5K $10.7M
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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