Columbia Advisory Partners LLC Reduced Holdings in Q3 2024

Columbia Advisory Partners LLC

  • $101 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
-15.2K
- 7.55%
$42.54 - $47.97 $645K - $728K
186K $8.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.55K
- 9.77%
$92.63 - $105.69 $422K - $481K
42K $4.38M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-7.32K
- 47.24%
$46.9 - $51.96 $343K - $380K
8.18K $421K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-16K
- 6.94%
$28.1 - $29.89 $449K - $477K
214K $6.4M
BXSL
Blackstone Secured Lending Fund

Financial Services
-5.15K
- 9.24%
$28.75 - $31.59 $148K - $163K
50.6K $1.48M
PSLV
Sprott Physical Silver Trust

Financial Services
-19.8K
- 13.45%
$9.17 - $10.84 $182K - $215K
128K $1.33M
BA
Boeing CO

Industrials
-285
- 9.87%
$152.04 - $190.6 $43.3K - $54.3K
2.6K $395K
PHYS
Sprott Physical Gold Trust

Financial Services
-9.52K
- 30.76%
$18.12 - $20.72 $173K - $197K
21.4K $437K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.94K
- 10.37%
$42.87 - $45.76 $169K - $180K
34.1K $1.54M
COIN
Coinbase Global, Inc.

Technology
-155
- 10.44%
$147.09 - $265.15 $22.8K - $41.1K
1.33K $236K
JHML
John Hancock Multifactor Large

ETFs
-1.22K
- 9.77%
$62.62 - $69.44 $76.4K - $84.7K
11.3K $782K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.3K
- 8.06%
$256.4 - $289.78 $333K - $376K
14.8K $4.21M
VTRS
Viatris Inc

Healthcare
-1.53K
- 12.13%
$10.32 - $12.13 $15.8K - $18.5K
11.1K $128K
BUYW
Northern Lts Fd Tr Iv Main Buy
-8.75K
- 3.73%
N/A
226K $0
ETF Opportunities Trust
-26K
- 31.03%
N/A
57.7K $0
PRIM
Primoris Services Corp

Industrials
-340
- 8.46%
$47.41 - $59.36 $16.1K - $20.2K
3.68K $213K
SBUX
Starbucks Corp

Consumer Cyclical
-547
- 12.32%
$72.51 - $98.6 $39.7K - $53.9K
3.89K $379K
FVD
First Tr Value Line Divid Inde

ETFs
-51
- 0.53%
$40.45 - $45.49 $2.06K - $2.32K
9.52K $433K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-15.2K
- 5.38%
$53.41 - $57.9 $813K - $882K
268K $15.5M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.37K
- 3.2%
$21.72 - $25.05 $29.8K - $34.3K
41.5K $1.02M
XLI
Industrial Sector Spdr

ETFs
-4.41K
- 6.61%
$120.56 - $135.44 $531K - $597K
62.3K $8.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-8.83K
- 5.35%
$77.02 - $85.06 $680K - $751K
156K $13.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
-821
- 1.37%
$149.02 - $167.67 $122K - $138K
59.2K $9.93M
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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