Independent Solutions Wealth Management, LLC Sells in Q3 2024

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
AGG Ishares Core U.S. Aggregate Bo ETFs	-3.11K - 2.06%	$96.25 - $101.98 $299K - $317K	148K $15B
IJH Ishares Core S&P Mid Cap ETF ETFs	-4.64K - 2.64%	$57.32 - $62.65 $266K - $291K	171K $10.7B
URI United Rentals, Inc. Industrials	-64 - 2.38%	$627.41 - $814.1 $40.2K - $52.1K	2.63K $2.13B
CSCO Cisco Systems, Inc. Technology	-1.19K - 1.49%	$44.74 - $53.22 $53.1K - $63.1K	78.6K $4.18B
LAMR Lamar Advertising CO Real Estate	-491 - 1.5%	$110.9 - $135.58 $54.5K - $66.6K	32.3K $4.32B
FREL Fidelity Covington Tr Msci Rea ETFs	-7.93K - 5.17%	$25.07 - $29.94 $199K - $237K	145K $4.28B
PM Philip Morris International Inc. Consumer Defensive	-410 - 1.82%	$101.25 - $127.45 $41.5K - $52.3K	22.1K $2.68B
MOD Modine Manufacturing CO Consumer Cyclical	-718 - 4.5%	$94.6 - $133.72 $67.9K - $96K	15.2K $2.02B
KO Coca Cola CO Consumer Defensive	-7 - 0.01%	$62.69 - $73.01 $439 - $511	52.9K $3.8B
IBM International Business Machines Corp Technology	-3 - 0.03%	$175.1 - $223.38 $525 - $670	9.56K $2.11B
SHOP Shopify Inc. Technology	-707 - 1.77%	$52.26 - $80.75 $36.9K - $57.1K	39.1K $3.14B
AAPL Apple Inc. Technology	-2.25K - 3.33%	$207.23 - $234.82 $466K - $528K	65.2K $15.2B
PLTR Palantir Technologies Inc. Technology	-4.87K - 4.08%	$24.09 - $37.95 $117K - $185K	114K $4.26B

Activity Summary All Purchases 55 New Holdings 8 Increased Positions 47 All Sells 113 Reductions 101 Sold out 12 Calls 0 Puts 0

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