Iam Advisory, LLC Purchases in Q3 2024

Iam Advisory, LLC

  • $394 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PPA
Invesco Exchange Traded Fd Tr

ETFs
50
+ 1.74%
$102.05 - $114.97 $5.1K - $5.75K
2.93K $336K
ABBV
Abb Vie Inc.

Healthcare
12
+ 0.79%
$163.84 - $199.33 $1.97K - $2.39K
1.52K $300K
XLB
Select Sector Spdr Fd Material

ETFs
116
+ 3.58%
$86.95 - $97.09 $10.1K - $11.3K
3.36K $323K
UBER
Uber Technologies, Inc

Technology
41
+ 0.33%
$58.48 - $77.47 $2.4K - $3.18K
12.4K $934K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
234
+ 0.69%
$49.69 - $50.5 $11.6K - $11.8K
34.2K $1.73M
KO
Coca Cola CO

Consumer Defensive
28
+ 0.77%
$62.69 - $73.01 $1.76K - $2.04K
3.67K $263K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
15
+ 0.33%
$64.57 - $71.76 $969 - $1.08K
4.63K $331K
VRT
Vertiv Holdings CO

Industrials
337
+ 6.15%
$86.66 - $86.66 $29.2K - $29.2K
5.82K $504K
AMD
Advanced Micro Devices Inc

Technology
7
+ 0.05%
$128.67 - $183.96 $901 - $1.29K
13.7K $2.25M
ECL
Ecolab Inc.

Basic Materials
3
+ 0.25%
$228.86 - $255.76 $687 - $767
1.19K $302K
FCX
Freeport Mcmoran Inc

Basic Materials
16
+ 0.34%
$39.52 - $51.92 $632 - $831
4.72K $235K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
81
+ 0.83%
$50.61 - $50.96 $4.1K - $4.13K
9.86K $502K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
154
+ 2.68%
$49.7 - $56.11 $7.65K - $8.64K
5.9K $323K
Arm Holdings PLC
4.69K
New
N/A
4.69K $0
TROW
Price T Rowe Group Inc

Financial Services
22
+ 1.17%
$101.71 - $120.75 $2.24K - $2.66K
1.91K $207K
HON
Honeywell International Inc

Industrials
223
+ 2.29%
$196.73 - $220.21 $43.9K - $49.1K
9.96K $2.06M
CVX
Chevron Corp

Energy
17
+ 0.29%
$137.88 - $161.97 $2.34K - $2.75K
5.87K $864K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
172
+ 1.19%
$49.83 - $62.75 $8.57K - $10.8K
14.6K $839K
MRK
Merck & Co., Inc.

Healthcare
232
+ 1.35%
$111.15 - $128.97 $25.8K - $29.9K
17.4K $1.98M
MCK
Mckesson Corp

Healthcare
27
+ 0.68%
$479.06 - $630.38 $12.9K - $17K
3.98K $1.97M
Activity Summary
Buys All Purchases 71 New Holdings 11 Increased Positions 60 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Iam Advisory, LLC Portfolio

Follow Iam Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iam Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iam Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email