Wealth Alliance Sells in Q4 2024

Wealth Alliance

  • $811 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HLI
Houlihan Lokey, Inc.

Financial Services
-79
- 2.53%
$158.81 - $190.49 $12.5K - $15K
3.05K $529K
GILD
Gilead Sciences, Inc.

Healthcare
-1.53K
- 7.33%
$83.95 - $97.9 $128K - $149K
19.3K $1.78M
PCTY
Paylocity Holding Corp

Technology
-53
- 3.62%
$162.14 - $213.79 $8.59K - $11.3K
1.41K $281K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-62
- 2.54%
$131.85 - $172.52 $8.17K - $10.7K
2.38K $389K
C
Citigroup Inc

Financial Services
-8
- 0.13%
$61.31 - $72.5 $490 - $580
6.12K $430K
HUBS
Hubspot Inc

Technology
-19
- 4.92%
$514.07 - $757.4 $9.77K - $14.4K
367 $255K
GM
General Motors CO

Consumer Cyclical
-61
- 0.95%
$44.82 - $60.2 $2.73K - $3.67K
6.36K $338K
NOW
Service Now, Inc.

Technology
-106
- 10.65%
$867.18 - $1148.42 $91.9K - $122K
889 $942K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-173
- 0.26%
$41.16 - $42.25 $7.12K - $7.31K
66.8K $2.82M
EQIX
Equinix Inc

Real Estate
-1
- 0.1%
$865.69 - $985.0 $866 - $985
1.01K $947K
ROAD
Construction Partners, Inc.

Industrials
-294
- 5.8%
$67.44 - $101.86 $19.8K - $29.9K
4.78K $422K
CYBR
Cyber Ark Software Ltd.

Technology
-7
- 0.41%
$274.1 - $333.15 $1.92K - $2.33K
1.71K $569K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-260
- 8.33%
$138.3 - $192.95 $36K - $50.2K
2.86K $505K
VFH
Vanguard Financial ETF

ETFs
-19
- 0.19%
$108.87 - $126.2 $2.07K - $2.4K
10K $1.18M
VXF
Vanguard Extended Market ETF

ETFs
-263
- 1.59%
$179.17 - $207.15 $47.1K - $54.5K
16.2K $3.09M
WK
Workiva Inc

Technology
-39
- 1.38%
$76.11 - $114.78 $2.97K - $4.48K
2.8K $306K
CSCO
Cisco Systems, Inc.

Technology
-780
- 3.52%
$52.45 - $60.02 $40.9K - $46.8K
21.4K $1.27M
AXP
American Express CO

Financial Services
-134
- 2.65%
$267.35 - $305.57 $35.8K - $40.9K
4.93K $1.46M
WFC
Wells Fargo & Company

Financial Services
-513
- 4.58%
$54.98 - $77.35 $28.2K - $39.7K
10.7K $750K
META
Meta Platforms, Inc.

Communication Services
-133
- 1.15%
$554.08 - $632.68 $73.7K - $84.1K
11.4K $6.71M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1
- 0.09%
$260.53 - $404.79 $261 - $405
1.16K $444K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.69K
- 3.33%
$148.14 - $166.23 $250K - $280K
48.9K $7.81M
DIS
Walt Disney CO

Communication Services
-1.39K
- 7.15%
$92.39 - $117.6 $129K - $164K
18.1K $2.01M
BMY
Bristol Myers Squibb CO

Healthcare
-56
- 0.12%
$51.92 - $59.94 $2.91K - $3.36K
45.7K $2.58M
SHOP
Shopify Inc.

Technology
-51
- 0.57%
$78.14 - $119.49 $3.99K - $6.09K
8.92K $948K
NFLX
Netflix Inc

Communication Services
-327
- 8.15%
$687.65 - $936.56 $225K - $306K
3.69K $3.29M
V
Visa Inc.

Financial Services
-68
- 0.59%
$273.87 - $320.91 $18.6K - $21.8K
11.4K $3.6M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.35K
- 0.93%
$49.03 - $53.35 $164K - $179K
357K $18.3M
APP
App Lovin Corp

Technology
-471
- 13.44%
$130.67 - $401.5 $61.5K - $189K
3.03K $982K
IVV
Ishares Core S&P 500 ETF

ETFs
-834
- 0.86%
$570.51 - $610.59 $476K - $509K
96.6K $56.9M
NVDA
Nvidia Corp

Technology
-1.9K
- 2.54%
$117.0 - $148.88 $222K - $282K
72.6K $9.75M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.74K
- 2.0%
$94.43 - $105.47 $448K - $500K
232K $23.5M
AVGO
Broadcom Inc.

Technology
-3.05K
- 9.9%
$159.67 - $250.0 $487K - $763K
27.8K $6.44M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.21K
- 1.89%
$180.88 - $232.93 $219K - $283K
63.1K $13.8M
Activity Summary
Buys All Purchases 185 New Holdings 31 Increased Positions 154 Sells All Sells 285 Reductions 285 Sold out 0 Options Calls 0 Puts 0
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