Carson Advisory Inc. Incresed Positions in Q3 2024

Carson Advisory Inc.

  • $151 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1K
+ 2.54%
$10.24 - $10.96 $10.2K - $11K
40.3K $436K
ZION
Zions Bancorporation, National Association

Financial Services
3
+ 0.04%
$42.49 - $52.53 $127 - $158
7.7K $363K
VO
Vanguard Mid Cap ETF

ETFs
28
+ 2.84%
$237.84 - $263.83 $6.66K - $7.39K
1.01K $267K
ZNTL
Zentalis Pharmaceuticals, Inc.

Healthcare
8.8K
+ 55.8%
$2.9 - $4.57 $25.5K - $40.2K
24.6K $90K
PARA
Paramount Global

Communication Services
1K
+ 1.88%
$9.98 - $11.95 $10K - $12K
54.4K $577K
RVT
Royce Value Trust, Inc.

Financial Services
280
+ 1.81%
$14.28 - $16.01 $4K - $4.48K
15.8K $247K
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 1.31%
$517.38 - $573.86 $4.14K - $4.59K
618 $354K
AVUV
American Centy ETF Tr Avantis

ETFs
59
+ 2.57%
$88.24 - $99.7 $5.21K - $5.88K
2.36K $226K
JEPI
J P Morgan Exchange Traded Fd

ETFs
56
+ 1.34%
$54.98 - $59.51 $3.08K - $3.33K
4.25K $252K
CVX
Chevron Corp

Energy
539
+ 7.5%
$137.88 - $161.97 $74.3K - $87.3K
7.73K $1.14M
AVGO
Broadcom Inc.

Technology
1.33K
+ 854.49%
$136.27 - $1745.86 $182K - $2.33M
1.49K $256K
KRP
Kimbell Royalty Partners, LP

Energy
883
+ 1.83%
$15.11 - $17.05 $13.3K - $15.1K
49.2K $790K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
598
+ 6.99%
N/A
9.16K $0
Blackrock ETF Trust Ii
9.95K
+ 62.97%
N/A
25.8K $0
T Rowe Price ETF Inc
15.8K
+ 12.07%
N/A
146K $0
CPA
Copa Holdings, S.A.

Industrials
48
+ 1.3%
$81.5 - $96.88 $3.91K - $4.65K
3.74K $351K
DIS
Walt Disney CO

Communication Services
49
+ 0.96%
$85.6 - $98.61 $4.19K - $4.83K
5.14K $494K
MRK
Merck & Co., Inc.

Healthcare
105
+ 2.95%
$111.15 - $128.97 $11.7K - $13.5K
3.66K $415K
QCOM
Qualcomm Inc

Technology
106
+ 3.94%
$156.12 - $209.64 $16.5K - $22.2K
2.8K $475K
Activity Summary
Buys All Purchases 88 New Holdings 18 Increased Positions 70 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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