Columbia Advisory Partners LLC Sells in Q3 2025

Columbia Advisory Partners LLC

  • $122 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-12K
- 85.12%
$99.82 - $100.23 $1.19M - $1.2M
2.09K $209K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7.47K
- 28.9%
$49.05 - $49.99 $366K - $373K
18.4K $914K
BXSL
Blackstone Secured Lending Fund

Financial Services
-4.29K
- 10.55%
$26.07 - $32.55 $112K - $140K
36.3K $947K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-11.6K
- 38.16%
$28.92 - $32.19 $336K - $374K
18.8K $600K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-3.43K
- 10.76%
$92.14 - $93.55 $316K - $321K
28.5K $2.66M
MSFT
Microsoft Corp

Technology
-450
- 14.86%
$491.09 - $535.64 $221K - $241K
2.58K $1.34M
DMAR
First Tr Ex Tr Viii Cboe Vest
-4.03K
- 41.41%
$39.59 - $40.77 $160K - $164K
5.7K $232K
BA
Boeing CO

Industrials
-736
- 37.17%
$209.79 - $237.38 $154K - $175K
1.24K $268K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.78K
- 32.94%
$27.61 - $29.15 $160K - $168K
11.8K $342K
FICS
First Tr Exchange Traded Fd Vi

ETFs
-3.2K
- 29.88%
$37.37 - $39.97 $119K - $128K
7.5K $285K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-7.08K
- 21.06%
$10.17 - $11.97 $72K - $84.8K
26.5K $270K
AVA
Avista Corp

Utilities
-2.81K
- 29.57%
$35.55 - $38.37 $99.9K - $108K
6.69K $253K
VTI
Vanguard Total Stock Market Et

ETFs
-724
- 13.27%
$303.93 - $329.86 $220K - $239K
4.73K $1.55M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-6.37K
- 28.25%
$21.5 - $23.94 $137K - $152K
16.2K $387K
AMZN
Amazon Com Inc

Consumer Cyclical
-423
- 6.83%
$211.65 - $238.24 $89.5K - $101K
5.77K $1.27M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-7.41K
- 29.24%
$14.12 - $15.3 $105K - $113K
17.9K $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-277
- 9.02%
$459.11 - $506.91 $127K - $140K
2.8K $1.41M
MUB
Ishares National Muni Bond ETF

ETFs
-762
- 18.31%
$103.24 - $106.68 $78.7K - $81.3K
3.4K $361K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.38K
- 21.66%
$48.72 - $50.73 $67.1K - $69.9K
4.98K $245K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.68K
- 23.17%
$25.29 - $28.33 $93.1K - $104K
12.2K $340K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.08K
- 12.93%
$31.79 - $33.42 $66.2K - $69.5K
14K $468K
NVDA
Nvidia Corp

Technology
-554
- 20.95%
$153.3 - $186.58 $84.9K - $103K
2.09K $390K
VIG
Vanguard Dividend Appreciation

ETFs
-46
- 1.64%
N/A
2.77K $504K
XOM
Exxon Mobil Corp

Energy
-252
- 5.74%
$105.83 - $117.22 $26.7K - $29.5K
4.14K $467K
Wisdomtree Tr
-4.67K
- 1.27%
N/A
362K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-159
- 0.99%
N/A
16K $0
First Tr Exchng Traded Fd Vi
-4
- 0.05%
N/A
7.6K $0
JHML
John Hancock Multifactor Large

ETFs
-501
- 4.71%
$73.53 - $78.37 $36.8K - $39.3K
10.1K $794K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-134
- 7.85%
$284.45 - $324.95 $38.1K - $43.5K
1.57K $503K
XLI
Industrial Sector Spdr

ETFs
-70
- 1.3%
$147.94 - $154.99 $10.4K - $10.8K
5.31K $818K
GOOGL
Alphabet Inc.

Communication Services
-178
- 12.95%
$174.36 - $254.72 $31K - $45.3K
1.2K $290K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-685
- 2.54%
$51.78 - $57.89 $35.5K - $39.7K
26.3K $1.51M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-995
- 0.62%
$50.16 - $52.45 $49.9K - $52.2K
161K $8.39M
MU
Micron Technology Inc

Technology
-341
- 8.77%
$104.88 - $168.89 $35.8K - $57.6K
3.55K $593K
PHYS
Sprott Physical Gold Trust

Financial Services
-3.09K
- 5.45%
$25.02 - $29.62 $77.2K - $91.4K
53.5K $1.58M
PRIM
Primoris Services Corp

Industrials
-259
- 7.18%
$79.61 - $137.33 $20.6K - $35.6K
3.35K $459K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.44K
- 0.95%
$26.38 - $27.95 $90.7K - $96.1K
358K $9.78M
VOE
Vanguard Mid Cap Value Index F

ETFs
-986
- 2.61%
$164.63 - $174.58 $162K - $172K
36.8K $6.42M
PSLV
Sprott Physical Silver Trust

Financial Services
-3.17K
- 2.39%
$12.24 - $15.73 $38.8K - $49.9K
129K $2.03M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-1.21K
- 0.73%
$44.14 - $47.9 $53.3K - $57.8K
165K $7.83M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-2.58K
- 2.72%
$30.06 - $36.69 $77.6K - $94.7K
92.4K $3.39M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-207
- 0.08%
$84.28 - $89.46 $17.4K - $18.5K
265K $23.6M
Activity Summary
Buys All Purchases 40 New Holdings 16 Increased Positions 24 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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