Investmark Advisory Group LLC Purchases in Q3 2024

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IYG
Ishares Tr

ETFs
21
+ 0.34%
$64.2 - $71.76 $1.35K - $1.51K
6.11K $434K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.06%
$256.4 - $289.78 $256 - $290
1.68K $477K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
1.22K
+ 14.74%
$25.49 - $25.49 $31.2K - $31.2K
9.53K $242K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
696
+ 1.59%
$7.45 - $8.23 $5.19K - $5.73K
44.6K $359K
VUG
Vanguard Growth ETF

ETFs
23
+ 0.98%
$341.08 - $391.94 $7.84K - $9.01K
2.37K $908K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.43%
$105.53 - $118.34 $1.06K - $1.18K
2.36K $276K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.07%
$200.87 - $224.6 $201 - $225
1.47K $324K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9
+ 0.16%
$41.9 - $48.26 $377 - $434
5.79K $277K
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.31%
$150.05 - $171.34 $750 - $857
1.6K $267K
IBB
Ishares Biotechnology ETF

ETFs
4
+ 0.15%
$135.09 - $149.47 $540 - $598
2.59K $376K
XOM
Exxon Mobil Corp

Energy
75
+ 1.28%
$109.72 - $119.0 $8.23K - $8.93K
5.92K $694K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.11%
$259.22 - $299.75 $259 - $300
927 $260K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.29%
$283.28 - $314.39 $850 - $943
1.05K $329K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
350
+ 0.89%
$9.59 - $10.12 $3.36K - $3.54K
39.6K $397K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
518
+ 1.11%
$7.86 - $8.77 $4.07K - $4.54K
47.2K $411K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.13%
$47.6 - $53.31 $286 - $320
4.57K $241K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
35
+ 0.19%
$11.52 - $12.52 $403 - $438
18.3K $225K
FENY
Fidelity Covington Tr Msci Ene

ETFs
958
+ 10.78%
$23.09 - $25.75 $22.1K - $24.7K
9.85K $237K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.36%
$255.18 - $283.2 $766 - $850
842 $238K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$152.9 - $180.39 $306 - $361
1.69K $294K
American Healthcare Reit Inc
10.6K
New
N/A
10.6K $0
Dimensional ETF Trust
3.01K
+ 4.25%
N/A
73.7K $0
Grayscale Ethereum Tr Eth
15.2K
New
N/A
15.2K $0
Grayscale Ethereum Mini Tr E
42.2K
New
N/A
42.2K $0
XLK
Technology Sector Spdr

ETFs
6
+ 0.17%
$197.34 - $237.68 $1.18K - $1.43K
3.6K $812K
NVDA
Nvidia Corp

Technology
127
+ 0.8%
$98.91 - $134.91 $12.6K - $17.1K
15.9K $1.93M
AMZN
Amazon Com Inc

Consumer Cyclical
70
+ 0.89%
$161.02 - $200.0 $11.3K - $14K
7.95K $1.48M
GOOG
Alphabet Inc.

Communication Services
67
+ 0.77%
$149.54 - $192.66 $10K - $12.9K
8.82K $1.47M
CVX
Chevron Corp

Energy
464
+ 1.87%
$137.88 - $161.97 $64K - $75.2K
25.2K $3.71M
QCOM
Qualcomm Inc

Technology
306
+ 1.05%
$156.12 - $209.64 $47.8K - $64.1K
29.4K $5M
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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