Gradient Investments LLC Vanguard Consumer Discretionar Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 10, 2023	BUY	$213.95 - $246.49 $13,050 - $15,035	61 New	61 $0
Q4 2018 Jan 18, 2019	SELL	N/A	-29 Closed	0 $0
Q3 2018 Oct 11, 2018	BUY	N/A	29 New	29 $5,000

Others Institutions Holding VCR

# of Institutions

516

Shares Held

14.5M

Call Options Held

9.5K

Put Options Held

6.3K

International Assets Investment Management, LLC Orlando, FL

6.64M
Shares

$2.55 Billion
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.39M
Shares

$533 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

498K
Shares

$192 Million
0.01% of portfolio
Beacon Capital Management, Inc.

479K
Shares

$184 Million
7.02% of portfolio
Ubs Group Ag

388K
Shares

$149 Million
0.03% of portfolio

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