Evolution Wealth Advisors, LLC Sells in Q4 2024

Evolution Wealth Advisors, LLC

  • $580 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-343K
- 61.47%
$12.74 - $14.23 $4.37M - $4.88M
215K $2.79M
HEZU
Ishares Currency Hedged Msci E

ETFs
-109K
- 53.02%
$35.18 - $36.95 $3.84M - $4.03M
96.6K $3.46M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-57.3K
- 55.8%
$56.06 - $61.35 $3.21M - $3.52M
45.4K $2.56M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-56.8K
- 87.54%
$46.96 - $51.46 $2.67M - $2.92M
8.09K $381K
GLD
Spdr Gold Trust

ETFs
-10.3K
- 15.19%
$236.59 - $257.5 $2.44M - $2.65M
57.5K $13.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.7K
- 48.87%
$94.43 - $105.47 $727K - $812K
8.06K $817K
PAVE
Global X Fds Us Infrastructure

ETFs
-734
- 0.1%
$40.41 - $45.95 $29.7K - $33.7K
771K $31.1M
SOXX
Ishares Semiconductor ETF

ETFs
-2.13K
- 22.42%
$211.27 - $239.8 $450K - $511K
7.37K $1.59M
XLB
Select Sector Spdr Fd Material

ETFs
-5.31K
- 61.15%
$83.8 - $97.58 $445K - $518K
3.37K $283K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.59K
- 4.02%
$106.56 - $113.11 $169K - $179K
37.8K $4.04M
MBB
Ishares Tr

ETFs
-2.13K
- 29.89%
$91.26 - $95.82 $195K - $204K
5K $458K
VB
Vanguard Small Cap ETF

ETFs
-1.45K
- 3.42%
$233.76 - $261.58 $340K - $380K
41.1K $9.87M
JPIE
J P Morgan Exchange Traded Fd
-2.58K
- 4.04%
$45.59 - $46.25 $117K - $119K
61.1K $2.79M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-154
- 0.43%
$43.84 - $48.76 $6.75K - $7.51K
35.5K $1.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-40
- 0.19%
$174.22 - $187.62 $6.97K - $7.5K
21.3K $3.73M
EMB
Ishares Tr

ETFs
-96
- 0.57%
$88.94 - $93.46 $8.54K - $8.97K
16.7K $1.49M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1K
- 8.76%
$57.78 - $60.4 $58K - $60.6K
10.4K $606K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-707
- 3.59%
$77.86 - $79.27 $55K - $56K
19K $1.48M
ITA
Ishares Tr

ETFs
-15
- 0.08%
$144.31 - $157.31 $2.16K - $2.36K
18.3K $2.66M
PBW
Invesco Exchange Traded Fd Tr

ETFs
-3.25K
- 22.64%
$19.01 - $21.64 $61.8K - $70.4K
11.1K $222K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-415
- 5.17%
$51.33 - $53.74 $21.3K - $22.3K
7.62K $392K
ABBV
Abb Vie Inc.

Healthcare
-10
- 0.56%
$164.99 - $203.87 $1.65K - $2.04K
1.76K $313K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-157
- 5.25%
$75.1 - $82.99 $11.8K - $13K
2.83K $214K
GTO
Invesco Actively Managed ETF T

ETFs
-50
- 0.4%
$46.33 - $48.41 $2.32K - $2.42K
12.5K $577K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-98
- 1.02%
$77.02 - $78.58 $7.55K - $7.7K
9.53K $736K
HYD
Vaneck High Yield Muni ETF

ETFs
-200
- 3.48%
$51.09 - $53.06 $10.2K - $10.6K
5.54K $287K
IOO
Ishares Tr Global 100 ETF

ETFs
-250
- 2.94%
$97.46 - $103.45 $24.4K - $25.9K
8.25K $831K
PBDC
Putnam ETF Tr Bdc Income Etf(D
-550
- 0.4%
N/A
135K $0
SHOP
Shopify Inc.

Technology
-90
- 3.28%
$78.14 - $119.49 $7.03K - $10.8K
2.65K $282K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-398
- 2.65%
$45.39 - $62.98 $18.1K - $25.1K
14.6K $828K
XLY
Select Sector Spdr Consumer Di

ETFs
-13
- 0.08%
$194.8 - $239.43 $2.53K - $3.11K
16K $3.58M
Activity Summary
Buys All Purchases 79 New Holdings 22 Increased Positions 57 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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