Lowe Wealth Advisors, LLC Sells in Q4 2024

Lowe Wealth Advisors, LLC

  • $232 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.16K
- 2.22%
$88.59 - $94.57 $457K - $488K
227K $20.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.08K
- 1.98%
$77.86 - $79.27 $240K - $244K
152K $11.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.87K
- 5.9%
$33.77 - $44.09 $96.9K - $126K
45.7K $1.55M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.22K
- 3.76%
$100.22 - $100.73 $323K - $324K
82.4K $8.27M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.68K
- 22.8%
$43.84 - $48.76 $205K - $228K
15.9K $697K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-565
- 22.47%
$238.25 - $261.28 $135K - $148K
1.95K $471K
MSFT
Microsoft Corp

Technology
-273
- 9.94%
$406.35 - $454.46 $111K - $124K
2.47K $1.04M
IWV
Ishares Russell 3000 ETF

ETFs
-509
- 11.87%
$323.08 - $349.08 $164K - $178K
3.78K $1.26M
EPI
Wisdomtree Tr India Earnings F

ETFs
-160
- 0.79%
$45.09 - $50.08 $7.21K - $8.01K
20K $904K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1K
- 98.23%
$81.68 - $82.93 $81.7K - $82.9K
18 $1K
IEMG
Ishares Inc

ETFs
-1.3K
- 22.3%
N/A
4.53K $242K
IEFA
Ishares Tr

ETFs
-340
- 7.3%
$70.06 - $77.43 $23.8K - $26.3K
4.32K $303K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-1.02K
- 57.14%
$46.69 - $49.2 $47.6K - $50.2K
765 $35K
UTG
Reaves Utility Income Fund

Financial Services
-1.2K
- 15.48%
$30.81 - $34.99 $37K - $42K
6.55K $207K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-1.75K
- 20.71%
$17.44 - $19.38 $30.5K - $33.9K
6.7K $118K
NEM
Newmont Corp

Basic Materials
-500
- 33.56%
$37.0 - $58.68 $18.5K - $29.3K
990 $36K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-700
- 50.04%
N/A
699 $39K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-222
- 25.72%
$106.1 - $114.66 $23.6K - $25.5K
641 $68K
LMT
Lockheed Martin Corp

Industrials
-15
- 8.24%
$479.66 - $614.62 $7.19K - $9.22K
167 $81K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-453
- 14.17%
$42.33 - $43.3 $19.2K - $19.6K
2.75K $116K
LNKB
Linkbancorp, Inc.

Financial Services
-4.94K
- 33.33%
$6.23 - $7.82 $30.8K - $38.6K
9.88K $73K
XLU
Utilities Sector Spdr

ETFs
-175
- 15.77%
$74.89 - $82.93 $13.1K - $14.5K
935 $70K
IDV
Ishares Tr

ETFs
-410
- 17.01%
$27.03 - $29.92 $11.1K - $12.3K
2K $54K
MRK
Merck & Co., Inc.

Healthcare
-100
- 15.8%
$96.31 - $114.76 $9.63K - $11.5K
533 $53K
XLB
Select Sector Spdr Fd Material

ETFs
-100
- 32.26%
$83.8 - $97.58 $8.38K - $9.76K
210 $17K
PPL
Ppl Corp

Utilities
-174
- 2.21%
$31.47 - $35.0 $5.48K - $6.09K
7.72K $250K
NOC
Northrop Grumman Corp

Industrials
-7
- 8.97%
$466.52 - $543.88 $3.27K - $3.81K
71 $33K
EXC
Exelon Corp

Utilities
-25
- 7.72%
$36.22 - $40.97 $906 - $1.02K
299 $11K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-97
- 42.73%
$23.25 - $23.37 $2.26K - $2.27K
130 $3K
V
Visa Inc.

Financial Services
-60
- 12.88%
$273.87 - $320.91 $16.4K - $19.3K
406 $128K
DIS
Walt Disney CO

Communication Services
-54
- 9.38%
$92.39 - $117.6 $4.99K - $6.35K
522 $58K
IYY
Ishares Tr

ETFs
-767
- 2.19%
$138.14 - $149.13 $106K - $114K
34.2K $4.9M
LYV
Live Nation Entertainment, Inc.

Communication Services
-16
- 1.96%
$109.06 - $140.54 $1.74K - $2.25K
800 $103K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.92K
- 1.46%
$567.81 - $607.81 $1.09M - $1.17M
130K $76.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-655
- 1.39%
$481.22 - $538.17 $315K - $353K
46.6K $23.8M
Activity Summary
Buys All Purchases 159 New Holdings 63 Increased Positions 96 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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