Powell Investment Advisors, LLC Sells in Q3 2024

Powell Investment Advisors, LLC

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-5.65K
- 54.71%
$50.63 - $51.11 $286K - $289K
4.67K $238K
MSFT
Microsoft Corp

Technology
-439
- 11.09%
$395.15 - $467.56 $173K - $205K
3.52K $1.51M
SCHW
Schwab Charles Corp

Financial Services
-2.16K
- 24.93%
$61.74 - $76.08 $133K - $164K
6.49K $420K
HYG
Ishares Tr

ETFs
-2.01K
- 92.12%
$76.72 - $80.36 $154K - $162K
172 $13K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-396
- 84.62%
$211.47 - $281.27 $83.7K - $111K
72 $17K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.7K
- 11.75%
$41.9 - $48.26 $323K - $372K
57.9K $2.77M
GOOG
Alphabet Inc.

Communication Services
-240
- 9.39%
$149.54 - $192.66 $35.9K - $46.2K
2.32K $387K
IWM
Ishares Russell 2000 ETF

ETFs
-859
- 13.62%
$200.87 - $224.6 $173K - $193K
5.45K $1.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.35K
- 5.85%
$44.65 - $47.21 $194K - $205K
70K $3.27M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-300
- 3.52%
$100.09 - $100.69 $30K - $30.2K
8.22K $827K
BAC
Bank Of America Corp

Financial Services
-221
- 3.48%
$36.65 - $44.13 $8.1K - $9.75K
6.14K $243K
PAVE
Global X Fds Us Infrastructure

ETFs
-3.55K
- 10.33%
$36.39 - $41.16 $129K - $146K
30.8K $1.27M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-35
- 6.16%
$95.81 - $109.03 $3.35K - $3.82K
533 $57K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-2.97K
- 4.86%
$17.02 - $18.39 $50.5K - $54.5K
58K $1.06M
META
Meta Platforms, Inc.

Communication Services
-25
- 5.45%
$453.41 - $572.44 $11.3K - $14.3K
434 $248K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-384
- 1.7%
$76.94 - $79.54 $29.5K - $30.5K
22.2K $1.76M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-476
- 1.69%
$71.19 - $76.59 $33.9K - $36.5K
27.8K $2.13M
AEP
American Electric Power CO Inc

Utilities
-64
- 0.94%
$87.11 - $104.95 $5.58K - $6.72K
6.71K $688K
GILD
Gilead Sciences, Inc.

Healthcare
-57
- 0.8%
$66.59 - $83.99 $3.8K - $4.79K
7.04K $590K
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.4%
$333.64 - $405.2 $3K - $3.65K
2.26K $915K
AAPL
Apple Inc.

Technology
-495
- 3.22%
$207.23 - $234.82 $103K - $116K
14.9K $3.47M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.28K
- 1.4%
$75.32 - $84.37 $96.3K - $108K
90.2K $7.54M
Activity Summary
Buys All Purchases 66 New Holdings 13 Increased Positions 53 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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