Curtis Advisory Group, LLC Sells in Q3 2024

Curtis Advisory Group, LLC

  • $334 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-15.6K
- 15.96%
$60.84 - $67.51 $951K - $1.06M
82.3K $5.56M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.06%
$161.02 - $200.0 $4.03K - $5K
39.5K $7.35M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-6.71K
- 39.36%
$38.03 - $42.06 $255K - $282K
10.3K $432K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.21K
- 24.56%
$75.63 - $84.89 $167K - $187K
6.77K $569K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-898
- 6.54%
$73.86 - $84.2 $66.3K - $75.6K
12.8K $1.06M
XLK
Technology Sector Spdr

ETFs
-234
- 16.36%
$197.34 - $237.68 $46.2K - $55.6K
1.2K $270K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.12K
- 3.79%
$38.33 - $42.48 $42.9K - $47.5K
28.4K $1.19M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-647
- 11.14%
$44.93 - $47.34 $29.1K - $30.6K
5.16K $244K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-500
- 4.78%
$44.65 - $47.21 $22.3K - $23.6K
9.97K $465K
V
Visa Inc.

Financial Services
-100
- 3.92%
$253.74 - $291.56 $25.4K - $29.2K
2.45K $673K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10
- 0.87%
$256.4 - $289.78 $2.56K - $2.9K
1.14K $324K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-93
- 1.62%
$75.47 - $83.18 $7.02K - $7.74K
5.66K $470K
PSA
Public Storage

Real Estate
-88
- 12.05%
$283.13 - $365.01 $24.9K - $32.1K
642 $233K
FNDX
Schwab Fundamental U S Large C

ETFs
-172
- 2.07%
$65.36 - $71.76 $11.2K - $12.3K
8.13K $583K
VUG
Vanguard Growth ETF

ETFs
-11
- 0.33%
$341.08 - $391.94 $3.75K - $4.31K
3.36K $1.29M
EXR
Extra Space Storage Inc.

Real Estate
-50
- 3.02%
$151.92 - $183.06 $7.6K - $9.15K
1.6K $288K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-92
- 0.61%
$25.45 - $29.53 $2.34K - $2.72K
15K $438K
CUBE
Cube Smart

Real Estate
-109
- 2.17%
$43.74 - $54.55 $4.77K - $5.95K
4.9K $263K
IWN
Ishares Russell2000 Val ETF

ETFs
-29
- 1.01%
$150.05 - $171.34 $4.35K - $4.97K
2.85K $474K
COST
Costco Wholesale Corp

Consumer Defensive
-25
- 1.31%
$801.83 - $917.05 $20K - $22.9K
1.88K $1.67M
VTV
Vanguard Value ETF

ETFs
-4
- 0.09%
$159.75 - $174.57 $639 - $698
4.41K $769K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-764
- 2.88%
$37.61 - $41.72 $28.7K - $31.9K
25.7K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-76
- 5.13%
$191.76 - $263.26 $14.6K - $20K
1.41K $367K
VTWO
Vanguard Russell 2000 ETF

ETFs
-163
- 0.54%
$81.17 - $90.77 $13.2K - $14.8K
30K $2.68M
AIQ
Global X Funds Global X Artifi

ETFs
-172
- 0.12%
$31.85 - $37.36 $5.48K - $6.43K
142K $5.26M
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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