Latitude Advisors, LLC Sells in Q3 2024

Latitude Advisors, LLC

  • $153 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-9.06K
- 42.35%
$434.77 - $502.96 $3.94M - $4.56M
12.3K $6.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.97K
- 33.84%
$517.38 - $573.86 $2.06M - $2.28M
7.76K $4.46M
XLK
Technology Sector Spdr

ETFs
-7.97K
- 76.69%
$197.34 - $237.68 $1.57M - $1.89M
2.42K $546K
SPYG
Spdr Portfolio

ETFs
-5.39K
- 29.31%
$73.38 - $84.1 $396K - $454K
13K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.88K
- 7.76%
$520.18 - $576.82 $979K - $1.09M
22.4K $12.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.24K
- 8.76%
$50.25 - $50.74 $213K - $215K
44.1K $2.24M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.98K
- 29.29%
$57.32 - $62.65 $228K - $249K
9.6K $597K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2K
- 19.87%
$96.3 - $106.49 $192K - $213K
8.05K $842K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.65K
- 14.92%
$105.92 - $110.83 $174K - $183K
9.39K $1.04M
GOOGL
Alphabet Inc.

Communication Services
-314
- 5.76%
$148.65 - $191.18 $46.7K - $60K
5.14K $852K
AMAT
Applied Materials Inc

Technology
-93
- 5.39%
$174.88 - $254.97 $16.3K - $23.7K
1.63K $329K
CVX
Chevron Corp

Energy
-104
- 2.53%
$137.88 - $161.97 $14.3K - $16.8K
4K $589K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.87K
- 7.3%
$27.8 - $29.26 $79.8K - $84K
36.5K $1.06M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.87K
- 7.49%
$32.36 - $33.78 $60.6K - $63.3K
23.1K $779K
PPI
Investment Mngers Ser Tr Ii Ax

ETFs
-5.63K
- 6.3%
$14.33 - $15.56 $80.6K - $87.6K
83.8K $1.3M
AMGN
Amgen Inc

Healthcare
-100
- 12.38%
$309.38 - $337.38 $30.9K - $33.7K
708 $228K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-384
- 2.14%
$59.61 - $60.15 $22.9K - $23.1K
17.6K $1.05M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-295
- 9.84%
$76.38 - $78.87 $22.5K - $23.3K
2.7K $212K
XLE
Energy Sector Spdr

ETFs
-14
- 0.3%
$84.35 - $93.39 $1.18K - $1.31K
4.59K $403K
HTGC
Hercules Capital, Inc.

Financial Services
-227
- 2.14%
$17.71 - $21.67 $4.02K - $4.92K
10.4K $204K
VEU
Vanguard Ftse All World Ex Us

ETFs
-476
- 12.7%
$56.47 - $63.69 $26.9K - $30.3K
3.27K $206K
DIS
Walt Disney CO

Communication Services
-35
- 1.25%
$85.6 - $98.61 $3K - $3.45K
2.77K $266K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-245
- 2.49%
$21.05 - $21.17 $5.16K - $5.19K
9.6K $202K
Linde PLC
-16
- 1.95%
N/A
804 $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-5.87K
- 11.04%
N/A
47.3K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-7.4K
- 14.64%
N/A
43.1K $0
Ea Series Trust
-1.37K
- 2.44%
N/A
54.7K $0
FISV
Fiserv Inc

Technology
-1
- 0.06%
N/A
1.67K $208K
KMB
Kimberly Clark Corp

Consumer Defensive
-1
- 0.05%
$135.05 - $148.35 $135 - $148
2K $283K
PEP
Pepsico Inc

Consumer Defensive
-30
- 1.16%
$161.9 - $179.3 $4.86K - $5.38K
2.56K $435K
VZ
Verizon Communications Inc

Communication Services
-914
- 5.71%
$38.89 - $45.0 $35.5K - $41.1K
15.1K $677K
DVY
Ishares Tr

ETFs
-49
- 2.78%
$119.99 - $135.74 $5.88K - $6.65K
1.71K $231K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-532
- 4.4%
$41.02 - $46.01 $21.8K - $24.5K
11.6K $525K
ADP
Automatic Data Processing Inc

Industrials
-27
- 3.14%
$233.44 - $279.45 $6.3K - $7.55K
834 $230K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5
- 0.07%
$31.95 - $38.02 $160 - $190
6.77K $253K
CSCO
Cisco Systems, Inc.

Technology
-104
- 1.71%
$44.74 - $53.22 $4.65K - $5.53K
5.98K $318K
OMC
Omnicom Group Inc.

Communication Services
-5
- 0.22%
$87.69 - $103.9 $438 - $520
2.23K $230K
MTB
M&T Bank Corp

Financial Services
-18
- 1.31%
$146.49 - $179.85 $2.64K - $3.24K
1.36K $242K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-100
- 1.51%
$60.13 - $68.17 $6.01K - $6.82K
6.53K $442K
AXP
American Express CO

Financial Services
-9
- 1.0%
$225.92 - $271.17 $2.03K - $2.44K
893 $242K
TYL
Tyler Technologies Inc

Technology
-1.5K
- 13.24%
$499.52 - $595.46 $749K - $893K
9.83K $5.74M
DHR
Danaher Corp

Healthcare
-9
- 0.5%
$239.25 - $280.76 $2.15K - $2.53K
1.77K $493K
SBUX
Starbucks Corp

Consumer Cyclical
-318
- 7.79%
$72.51 - $98.6 $23.1K - $31.4K
3.76K $366K
PM
Philip Morris International Inc.

Consumer Defensive
-5
- 0.19%
$101.25 - $127.45 $506 - $637
2.58K $313K
ABBV
Abb Vie Inc.

Healthcare
-61
- 2.32%
$163.84 - $199.33 $9.99K - $12.2K
2.57K $507K
DUK
Duke Energy Corp

Utilities
-6
- 0.14%
$99.35 - $117.71 $596 - $706
4.15K $478K
MA
Mastercard Inc

Financial Services
-17
- 1.23%
$429.6 - $500.99 $7.3K - $8.52K
1.36K $673K
VTI
Vanguard Total Stock Market Et

ETFs
-86
- 1.15%
$255.18 - $283.2 $21.9K - $24.4K
7.42K $2.1M
LMT
Lockheed Martin Corp

Industrials
-73
- 5.39%
$460.3 - $584.56 $33.6K - $42.7K
1.28K $749K
Activity Summary
Buys All Purchases 127 New Holdings 21 Increased Positions 106 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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