Lantz Financial LLC Sells in Q3 2024

Lantz Financial LLC

  • $351 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-85.5K
- 90.86%
$23.88 - $24.01 $2.04M - $2.05M
8.61K $206K
HEFA
Ishares Currency Hedged Msci E

ETFs
-16.4K
- 64.58%
$32.34 - $35.85 $530K - $587K
8.99K $318K
UPS
United Parcel Service Inc

Industrials
-3.93K
- 25.68%
$123.32 - $147.38 $485K - $579K
11.4K $1.55M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.3K
- 22.1%
$100.3 - $100.74 $331K - $332K
11.6K $1.17M
IEMG
Ishares Inc

ETFs
-5.87K
- 23.11%
$53.64 - $53.64 $315K - $315K
19.5K $1.05M
CVX
Chevron Corp

Energy
-233
- 1.0%
$137.88 - $161.97 $32.1K - $37.7K
23.1K $3.4M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-5.71K
- 2.15%
$39.1 - $39.1 $223K - $223K
259K $10.1M
NVDA
Nvidia Corp

Technology
-520
- 1.26%
$98.91 - $134.91 $51.4K - $70.2K
40.7K $4.94M
BP
Bp PLC

Energy
-209
- 0.69%
$30.78 - $37.05 $6.43K - $7.74K
30.2K $949K
TROW
Price T Rowe Group Inc

Financial Services
-235
- 1.49%
$101.71 - $120.75 $23.9K - $28.4K
15.5K $1.69M
WMB
Williams Companies, Inc.

Energy
-2.52K
- 34.39%
$41.24 - $46.22 $104K - $117K
4.81K $219K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
-2.39K
- 11.51%
$24.78 - $24.91 $59.3K - $59.6K
18.4K $456K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-286
- 1.61%
$8.26 - $12.16 $2.36K - $3.48K
17.5K $156K
IYW
Ishares Dj Us Tech ETF

ETFs
-479
- 3.28%
$133.16 - $158.73 $63.8K - $76K
14.1K $2.14M
VBR
Vanguard Small Cap Value ETF

ETFs
-421
- 25.83%
$179.99 - $201.6 $75.8K - $84.9K
1.21K $242K
AMGN
Amgen Inc

Healthcare
-205
- 11.52%
$309.38 - $337.38 $63.4K - $69.2K
1.57K $507K
NVO
Novo Nordisk A S

Healthcare
-9
- 0.5%
$119.07 - $145.42 $1.07K - $1.31K
1.8K $214K
DUK
Duke Energy Corp

Utilities
-1.31K
- 18.1%
$99.35 - $117.71 $130K - $154K
5.91K $680K
SHEL
Shell PLC

Energy
-36
- 0.73%
$65.65 - $73.28 $2.36K - $2.64K
4.88K $321K
DIS
Walt Disney CO

Communication Services
-138
- 3.7%
$85.6 - $98.61 $11.8K - $13.6K
3.59K $345K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-330
- 11.62%
$113.41 - $125.62 $37.4K - $41.5K
2.51K $315K
PM
Philip Morris International Inc.

Consumer Defensive
-1.08K
- 19.08%
$101.25 - $127.45 $109K - $137K
4.57K $555K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-984
- 4.65%
$43.63 - $46.56 $42.9K - $45.8K
20.2K $940K
MEAR
Blackrock Short Maturity Munic

ETFs
-316
- 5.05%
$49.99 - $50.34 $15.8K - $15.9K
5.95K $299K
GM
General Motors CO

Consumer Cyclical
-3
- 0.06%
$39.95 - $49.9 $120 - $150
5.43K $243K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-817
- 10.4%
$69.31 - $77.34 $56.6K - $63.2K
7.04K $540K
BNOV
Innovator U.S. Equity Buffer E

ETFs
-138
- 2.47%
$36.66 - $38.13 $5.06K - $5.26K
5.45K $207K
IJAN
Innovator Etfs Tr Intl Dev Pwr
-396
- 1.15%
N/A
34K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
-828
- 1.34%
N/A
60.9K $0
AEP
American Electric Power CO Inc

Utilities
-460
- 12.8%
$87.11 - $104.95 $40.1K - $48.3K
3.13K $321K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-510
- 6.14%
$36.02 - $41.68 $18.4K - $21.3K
7.8K $321K
EEMV
Ishares Msci Emerging Markets

ETFs
-177
- 4.23%
$56.77 - $63.31 $10K - $11.2K
4K $251K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 2.01%
$801.83 - $917.05 $10.4K - $11.9K
634 $562K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-23
- 0.21%
$36.7 - $39.46 $844 - $908
10.9K $430K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-62
- 1.63%
$113.45 - $126.18 $7.03K - $7.82K
3.75K $472K
AMCR
Amcor PLC

Consumer Cyclical
-658
- 3.27%
$9.5 - $11.44 $6.25K - $7.53K
19.4K $220K
PII
Polaris Inc.

Consumer Cyclical
-570
- 3.95%
$72.9 - $86.86 $41.6K - $49.5K
13.9K $1.15M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-72
- 0.52%
$33.74 - $37.96 $2.43K - $2.73K
13.6K $512K
TGT
Target Corp

Consumer Defensive
-6
- 0.15%
$133.47 - $159.25 $801 - $956
4.05K $631K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-71
- 1.76%
$105.53 - $118.34 $7.49K - $8.4K
3.95K $462K
ABT
Abbott Laboratories

Healthcare
-191
- 3.33%
$100.07 - $118.13 $19.1K - $22.6K
5.55K $632K
NVS
Novartis Ag

Healthcare
-199
- 2.82%
$106.13 - $120.89 $21.1K - $24.1K
6.86K $789K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3
- 0.02%
$48.51 - $52.86 $146 - $159
13.6K $720K
SNY
Sanofi

Healthcare
-297
- 3.69%
$48.54 - $58.53 $14.4K - $17.4K
7.76K $447K
RYN
Rayonier Inc

Real Estate
-39
- 0.1%
$27.69 - $32.25 $1.08K - $1.26K
38.2K $1.23M
BR
Broadridge Financial Solutions, Inc.

Technology
-42
- 0.41%
$196.56 - $218.55 $8.26K - $9.18K
10.1K $2.17M
CB
Chubb LTD

Financial Services
-26
- 0.27%
$252.51 - $292.2 $6.57K - $7.6K
9.7K $2.8M
SO
Southern CO

Utilities
-999
- 2.75%
$77.0 - $90.52 $76.9K - $90.4K
35.3K $3.19M
FNF
Fidelity National Financial, Inc.

Financial Services
-141
- 0.34%
$48.08 - $62.04 $6.78K - $8.75K
40.9K $2.54M
Activity Summary
Buys All Purchases 157 New Holdings 27 Increased Positions 130 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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