Columbia Advisory Partners LLC Purchases in Q3 2024

Columbia Advisory Partners LLC

  • $101 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.95K
New
$255.18 - $283.2 $1.77M - $1.97M
6.95K $1.97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.69K
New
$91.42 - $91.82 $703K - $706K
7.69K $706K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
6.99K
+ 47.19%
$90.85 - $93.3 $635K - $652K
21.8K $2.03M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
8.45K
New
$44.07 - $50.57 $372K - $427K
8.45K $427K
VBR
Vanguard Small Cap Value ETF

ETFs
2.08K
New
$179.99 - $201.6 $375K - $420K
2.08K $418K
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.45K
New
$54.98 - $59.51 $354K - $384K
6.45K $383K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.09K
New
$54.31 - $61.04 $277K - $311K
5.09K $310K
HYD
Vaneck High Yield Muni ETF

ETFs
5.48K
New
$51.46 - $53.07 $282K - $291K
5.48K $291K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
11.7K
New
$23.04 - $24.06 $269K - $281K
11.7K $281K
AAPL
Apple Inc.

Technology
718
+ 14.16%
$207.23 - $234.82 $149K - $169K
5.79K $1.35M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
509
New
$475.2 - $527.7 $242K - $269K
509 $268K
FTGC
First Trust Global Tactical CO

ETFs
11.1K
+ 26.47%
$22.3 - $24.39 $248K - $271K
53.2K $1.26M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.1K
New
$106.11 - $113.72 $223K - $239K
2.1K $237K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.05K
New
$31.18 - $33.5 $220K - $236K
7.05K $234K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
241
+ 31.5%
$405.19 - $478.57 $97.7K - $115K
1.01K $463K
MUB
Ishares National Muni Bond ETF

ETFs
792
+ 35.33%
$106.13 - $108.7 $84.1K - $86.1K
3.03K $329K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
4.52K
+ 19.42%
$12.63 - $13.72 $57.1K - $62K
27.8K $375K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.19%
$801.83 - $917.05 $2.41K - $2.75K
1.57K $1.39M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
700
+ 2.86%
$19.97 - $21.77 $14K - $15.2K
25.2K $543K
MU
Micron Technology Inc

Technology
1.42K
+ 41.54%
$86.27 - $136.82 $122K - $194K
4.83K $500K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
575
+ 1.16%
$24.39 - $25.28 $14K - $14.5K
50K $1.26M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
125
+ 0.5%
$47.95 - $49.61 $5.99K - $6.2K
25.2K $1.24M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.67K
+ 12.49%
$11.52 - $12.52 $19.3K - $20.9K
15.1K $186K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
125
+ 2.14%
$50.02 - $54.5 $6.25K - $6.81K
5.96K $324K
BCAB
Bio Atla, Inc.

Healthcare
10.9K
New
$1.17 - $2.05 $12.8K - $22.4K
10.9K $19K
FTSL
First Trust Senior Ln Fund

ETFs
309
+ 4.63%
$45.51 - $46.26 $14.1K - $14.3K
6.98K $320K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.6K
+ 11.51%
$14.36 - $16.0 $22.9K - $25.6K
15.5K $233K
MSFT
Microsoft Corp

Technology
132
+ 4.53%
$395.15 - $467.56 $52.2K - $61.7K
3.05K $1.31M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
3.33K
+ 11.87%
$0.92 - $1.39 $3.07K - $4.63K
31.4K $29K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.58K
+ 9.63%
$13.62 - $15.59 $21.5K - $24.7K
18K $247K
AMZN
Amazon Com Inc

Consumer Cyclical
47
+ 0.72%
$161.02 - $200.0 $7.57K - $9.4K
6.59K $1.23M
Activity Summary
Buys All Purchases 32 New Holdings 13 Increased Positions 19 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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