Annex Advisory Services, LLC Incresed Positions in Q3 2024

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMO
Bank Of Montreal

Financial Services
387
+ 15.97%
$79.1 - $90.77 $30.6K - $35.1K
2.81K $253K
ACN
Accenture PLC

Technology
12
+ 1.37%
$295.44 - $355.81 $3.55K - $4.27K
886 $313K
IVW
Ishares S&P 500 Growth ETF

ETFs
335
+ 8.04%
$84.77 - $97.13 $28.4K - $32.5K
4.5K $430K
AMD
Advanced Micro Devices Inc

Technology
231
+ 15.67%
$128.67 - $183.96 $29.7K - $42.5K
1.71K $279K
TXN
Texas Instruments Inc

Technology
163
+ 2.36%
$194.6 - $194.6 $31.7K - $31.7K
7.07K $1.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
219
+ 6.28%
$57.32 - $62.65 $12.6K - $13.7K
3.71K $231K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
7
+ 0.36%
$113.45 - $126.18 $794 - $883
1.96K $247K
GPN
Global Payments Inc

Industrials
7
+ 0.3%
$92.66 - $112.97 $649 - $791
2.35K $240K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
45
+ 0.47%
$49.93 - $51.15 $2.25K - $2.3K
9.67K $494K
WBD
Warner Bros. Discovery, Inc.

Communication Services
288
+ 2.46%
$6.71 - $8.78 $1.93K - $2.53K
12K $98K
LUV
Southwest Airlines CO

Industrials
4
+ 0.05%
$23.7 - $29.93 $94.8 - $120
8.04K $238K
ASB
Associated Banc Corp

Financial Services
25
+ 0.2%
$20.07 - $23.95 $502 - $599
12.6K $270K
Alps ETF Tr
528K
+ 47.9%
N/A
1.63M $0
Victory Portfolios Ii
631K
+ 99.31%
N/A
1.27M $0
Vestis Corporation
3.04K
+ 1.19%
N/A
259K $0
2023 ETF Series Trust Ii
2.96M
+ 538.72%
N/A
3.51M $0
Linde PLC
5.03K
+ 9.37%
N/A
58.8K $0
Tko Group Holdings Inc
28.9K
+ 14.08%
N/A
234K $0
Janus Detroit Str Tr
144K
+ 137.72%
N/A
248K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
73
+ 3.29%
$211.47 - $281.27 $15.4K - $20.5K
2.3K $563K
NVT
N Vent Electric PLC

Industrials
23
+ 0.67%
$60.72 - $81.19 $1.4K - $1.87K
3.47K $243K
QCOM
Qualcomm Inc

Technology
3.63K
+ 16.57%
$156.12 - $209.64 $567K - $761K
25.6K $4.34M
MSFT
Microsoft Corp

Technology
2.18K
+ 3.32%
$395.15 - $467.56 $862K - $1.02M
67.8K $29.2M
KSS
Kohls Corp

Consumer Cyclical
4.15K
+ 2.11%
$18.62 - $22.79 $77.3K - $94.6K
201K $4.23M
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 2.85%
$148.65 - $191.18 $161K - $207K
39K $6.47M
MEDP
Medpace Holdings, Inc.

Healthcare
10.8K
+ 17.27%
$320.58 - $457.29 $3.47M - $4.94M
73.4K $24.5M
NSSC
Napco Security Technologies, Inc

Industrials
34.8K
+ 12.94%
$34.23 - $58.0 $1.19M - $2.02M
304K $12.3M
Activity Summary
Buys All Purchases 153 New Holdings 25 Increased Positions 128 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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