Walkner Condon Financial Advisors LLC New Holdings in Q4 2024

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
33.4K
New
$32.65 - $33.68 $1.09M - $1.13M
33.4K $1.09M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
47.2K
New
$15.05 - $16.03 $710K - $757K
47.2K $720K
PDI
Pimco Dynamic Income Fund

Financial Services
35.9K
New
$18.33 - $20.85 $658K - $748K
35.9K $658K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
17.3K
New
$18.78 - $24.23 $325K - $419K
17.3K $402K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
14.3K
New
$23.56 - $25.94 $336K - $370K
14.3K $346K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
14.8K
New
$22.65 - $23.8 $336K - $353K
14.8K $336K
MSTR
Microstrategy Inc

Technology
1.12K
New
$162.69 - $473.83 $183K - $532K
1.12K $324K
PLTR
Palantir Technologies Inc.

Technology
4.01K
New
$36.46 - $82.38 $146K - $330K
4.01K $302K
WEC
Wec Energy Group, Inc.

Utilities
2.88K
New
$92.94 - $101.82 $268K - $293K
2.88K $270K
IEFA
Ishares Tr

ETFs
3.69K
New
$70.06 - $77.43 $259K - $286K
3.69K $259K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
4.02K
New
$55.86 - $60.21 $224K - $242K
4.02K $229K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.91K
New
$47.29 - $84.74 $138K - $246K
2.91K $216K
BX
Blackstone Inc.

Financial Services
1.25K
New
$148.45 - $199.05 $186K - $249K
1.25K $215K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.17K
New
$99.04 - $109.59 $215K - $237K
2.17K $215K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
32.4K
New
$6.37 - $7.15 $206K - $231K
32.4K $214K
COF
Capital One Financial Corp

Financial Services
1.19K
New
$145.19 - $192.01 $173K - $229K
1.19K $212K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.73K
New
$56.27 - $69.89 $210K - $261K
3.73K $211K
TTD
Trade Desk, Inc.

Technology
1.75K
New
$108.7 - $139.51 $190K - $244K
1.75K $205K
BIT
Black Rock Multi Sector Income Trust

Financial Services
13.5K
New
$14.25 - $15.15 $192K - $205K
13.5K $197K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
17.5K
New
$10.67 - $11.89 $187K - $208K
17.5K $191K
GLO
Clough Global Opportunities Fund

Financial Services
19K
New
$5.1 - $5.5 $96.9K - $105K
19K $97K
GLQ
Clough Global Equity Fund

Financial Services
13K
New
$6.57 - $7.12 $85.4K - $92.6K
13K $86K
VCIF
Vertical Capital Income Fund

Financial Services
10.1K
New
N/A
10.1K $82K
IGR
Cbre Global Real Estate Income Fund

Financial Services
14.1K
New
$4.81 - $6.44 $68K - $91K
14.1K $67K
OXLC
Oxford Lane Capital Corp.

Financial Services
10.1K
New
$5.05 - $5.45 $51K - $55K
10.1K $51K
Spdr Ser Tr
41.2K
New
N/A
41.2K $0
Arista Networks Inc
24.2K
New
N/A
24.2K $0
Invesco Exch Traded Fd Tr Ii
4.16K
New
N/A
4.16K $0
T Rowe Price ETF Inc
10.1K
New
N/A
10.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
15.3K
New
N/A
15.3K $0
Destiny Tech100 Inc
12.5K
New
N/A
12.5K $0
Activity Summary
Buys All Purchases 155 New Holdings 32 Increased Positions 123 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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