Valmark Advisers, Inc. Sells in Q3 2024

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-43.4K
- 7.23%
$26.82 - $30.58 $1.16M - $1.33M
557K $15.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-33.2K
- 41.75%
$75.88 - $83.21 $2.52M - $2.77M
46.4K $3.86M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-66.7K
- 88.67%
$23.25 - $24.3 $1.55M - $1.62M
8.52K $205K
GNR
Spdr S&P Global Natural Resour

ETFs
-18K
- 19.25%
$53.02 - $57.84 $955K - $1.04M
75.5K $4.36M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-65
- 0.91%
$109.03 - $210.9 $7.09K - $13.7K
7.12K $775K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14K
- 40.87%
$44.83 - $47.42 $626K - $662K
20.2K $951K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-13.2K
- 29.89%
$45.71 - $48.29 $605K - $639K
31K $1.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.39K
- 27.43%
$162.64 - $179.3 $552K - $608K
8.97K $1.61M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-8.58K
- 50.66%
$50.63 - $51.11 $434K - $438K
8.35K $426K
GOOGL
Alphabet Inc.

Communication Services
-297
- 1.39%
$148.65 - $191.18 $44.1K - $56.8K
21K $3.48M
EFV
Msci Eafe Value ETF

ETFs
-5.86K
- 48.09%
$51.72 - $57.96 $303K - $340K
6.33K $364K
QCOM
Qualcomm Inc

Technology
-894
- 24.58%
$156.12 - $209.64 $140K - $187K
2.74K $466K
NVO
Novo Nordisk A S

Healthcare
-675
- 9.42%
$119.07 - $145.42 $80.4K - $98.2K
6.49K $772K
FDVV
Fidelity High Dividend ETF

ETFs
-11.3K
- 13.24%
$46.26 - $50.65 $524K - $574K
74.2K $3.76M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-7.79K
- 0.93%
$30.55 - $30.85 $238K - $240K
831K $25.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.85K
- 16.23%
$92.63 - $105.69 $264K - $301K
14.7K $1.53M
UBER
Uber Technologies, Inc

Technology
-4.26K
- 10.27%
$58.48 - $77.47 $249K - $330K
37.3K $2.8M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-11.2K
- 33.37%
$18.35 - $19.01 $205K - $212K
22.3K $422K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-154
- 0.45%
$76.83 - $91.38 $11.8K - $14.1K
34K $2.8M
FTGC
First Trust Global Tactical CO

ETFs
-3.21K
- 0.71%
$22.3 - $24.39 $71.7K - $78.4K
449K $10.6M
DEO
Diageo PLC

Consumer Defensive
-1.43K
- 46.77%
$120.02 - $140.77 $171K - $201K
1.62K $227K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3.12K
- 3.51%
$98.99 - $101.51 $309K - $316K
85.7K $8.68M
EW
Edwards Lifesciences Corp

Healthcare
-57
- 1.06%
$59.7 - $93.78 $3.4K - $5.35K
5.3K $349K
ASML
Asml Holding Nv

Technology
-18
- 3.1%
$749.82 - $1098.95 $13.5K - $19.8K
563 $469K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-997
- 27.23%
$96.3 - $106.49 $96K - $106K
2.67K $278K
IBMO
Ishares Tr Ibonds December 202

ETFs
-4.37K
- 8.18%
$25.26 - $25.66 $110K - $112K
49K $1.26M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.79K
- 7.27%
$26.42 - $26.67 $100K - $101K
48.4K $1.29M
ELV
Elevance Health, Inc.

Healthcare
-98
- 5.42%
$500.12 - $562.29 $49K - $55.1K
1.71K $888K
MBB
Ishares Tr

ETFs
-1.13K
- 25.6%
$90.85 - $96.66 $103K - $109K
3.28K $314K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.27K
- 13.44%
$34.72 - $36.88 $114K - $121K
21.1K $777K
IVV
Ishares Core S&P 500 ETF

ETFs
-3.23K
- 5.38%
$520.18 - $576.82 $1.68M - $1.86M
56.8K $32.8M
EFG
Msci Eafe Growth ETF

ETFs
-3.25K
- 6.54%
$96.84 - $108.77 $315K - $354K
46.5K $5M
BIBL
Northern Lts Fd Tr Iv

ETFs
-2.86K
- 24.74%
$36.61 - $40.67 $105K - $116K
8.69K $353K
GTR
Wisdomtree Tr Target Range Fd

ETFs
-76.8K
- 3.04%
$23.03 - $24.83 $1.77M - $1.91M
2.45M $60.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-637
- 3.78%
$133.16 - $158.73 $84.8K - $101K
16.2K $2.46M
SCHO
Schwab Short Term Us Treasury

ETFs
-2.15K
- 6.45%
$47.93 - $49.06 $103K - $105K
31.1K $1.53M
BAC
Bank Of America Corp

Financial Services
-1.8K
- 7.12%
$36.65 - $44.13 $65.9K - $79.3K
23.4K $930K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-393
- 6.91%
$147.95 - $191.05 $58.1K - $75.1K
5.3K $919K
FDX
Fedex Corp

Industrials
-30
- 1.35%
$254.64 - $313.52 $7.64K - $9.41K
2.19K $598K
KLIC
Kulicke & Soffa Industries Inc

Technology
-1K
- 18.18%
$38.57 - $53.24 $38.6K - $53.2K
4.5K $203K
WFC
Wells Fargo & Company

Financial Services
-695
- 8.12%
$51.58 - $60.97 $35.8K - $42.4K
7.87K $444K
IWL
Ishares Tr Russell 200 ETF

ETFs
-1.27K
- 7.14%
$126.32 - $140.44 $161K - $179K
16.6K $2.33M
HON
Honeywell International Inc

Industrials
-135
- 2.85%
$196.73 - $220.21 $26.6K - $29.7K
4.6K $950K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-2.39K
- 2.53%
$25.97 - $26.11 $62.1K - $62.4K
92.1K $2.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-919
- 9.62%
$97.81 - $108.79 $89.9K - $100K
8.63K $939K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.29K
- 11.55%
$24.91 - $25.63 $57K - $58.6K
17.5K $448K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-3.07K
- 6.09%
$33.61 - $35.94 $103K - $110K
47.3K $1.7M
MCHP
Microchip Technology Inc

Technology
-65
- 1.94%
$72.0 - $95.98 $4.68K - $6.24K
3.29K $264K
PFE
Pfizer Inc

Healthcare
-2.93K
- 6.7%
$27.7 - $31.39 $81K - $91.8K
40.8K $1.18M
Activity Summary
Buys All Purchases 336 New Holdings 44 Increased Positions 292 Sells All Sells 208 Reductions 208 Sold out 0 Options Calls 0 Puts 0
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