Insigneo Advisory Services, LLC Reduced Holdings in Q3 2024

Insigneo Advisory Services, LLC

  • $992 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPOT
Spotify Technology S.A.

Communication Services
-176
- 15.59%
$290.16 - $384.01 $51.1K - $67.6K
953 $351M
GD
General Dynamics Corp

Industrials
-198
- 6.79%
$279.51 - $308.09 $55.3K - $61K
2.72K $821M
Uber Technologies Inc
-14K
- 38.89%
N/A
22K $24.3M
ZBRA
Zebra Technologies Corp

Technology
-134
- 18.41%
$306.21 - $371.02 $41K - $49.7K
594 $220M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-455
- 4.56%
$22.38 - $23.66 $10.2K - $10.8K
9.53K $224M
CB
Chubb LTD

Financial Services
-428
- 7.18%
$252.51 - $292.2 $108K - $125K
5.53K $1.6B
USFR
Wisdomtree Floating Rate Treas

ETFs
-160
- 2.56%
$50.2 - $50.48 $8.03K - $8.08K
6.1K $306M
BSY
Bentley Systems Inc

Technology
-917
- 14.33%
$44.79 - $51.95 $41.1K - $47.6K
5.48K $279M
DE
Deere & CO

Industrials
-667
- 17.86%
$344.84 - $418.0 $230K - $279K
3.07K $1.28B
D
Dominion Energy, Inc

Utilities
-786
- 7.71%
$48.01 - $58.53 $37.7K - $46K
9.42K $544M
Exact Sciences Corp
-9K
- 29.03%
N/A
22K $20.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-60
- 3.34%
$114.73 - $120.23 $6.88K - $7.21K
1.74K $208M
FPX
First Trust Us Equity Opportun

ETFs
-1.11K
- 17.03%
$92.33 - $110.55 $103K - $123K
5.42K $598M
CMS
Cms Energy Corp

Utilities
-442
- 10.33%
$58.7 - $70.62 $25.9K - $31.2K
3.84K $271M
Lumentum Hldgs Inc
-6K
- 31.58%
N/A
13K $12.8M
ET
Energy Transfer LP

Energy
-1.49K
- 4.63%
$15.43 - $16.44 $23K - $24.5K
30.7K $493M
RINF
Proshares Trust Inflation Expe

ETFs
-254
- 3.09%
$31.41 - $33.0 $7.98K - $8.38K
7.97K $256M
AEM
Agnico Eagle Mines LTD

Basic Materials
-330
- 10.55%
$65.04 - $84.24 $21.5K - $27.8K
2.8K $225M
SAN
Banco Santander, S.A.

Financial Services
-3.07K
- 17.36%
$4.37 - $5.16 $13.4K - $15.8K
14.6K $74.4M
EQIX
Equinix Inc

Real Estate
-48
- 14.37%
$749.0 - $890.01 $36K - $42.7K
286 $254M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-551
- 10.48%
$156.14 - $187.2 $86K - $103K
4.71K $870M
Insulet Corp
-3K
- 16.67%
N/A
15K $17.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.1K
- 12.3%
$52.1 - $59.66 $57.5K - $65.9K
7.87K $466M
MO
Altria Group, Inc.

Consumer Defensive
-479
- 3.47%
$45.95 - $54.71 $22K - $26.2K
13.3K $680M
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-1K
- 7.43%
$24.77 - $26.7 $24.8K - $26.7K
12.5K $332M
Akamai Technologies Inc
-1K
- 5.0%
N/A
19K $19.6M
Evolent Health Inc
-1K
- 5.88%
N/A
16K $16.8M
LRCX
Lam Research Corp

Technology
-49
- 5.4%
$731.56 - $1127.3 $35.8K - $55.2K
858 $700M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-418
- 7.74%
$38.04 - $45.36 $15.9K - $19K
4.99K $223M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.36K
- 6.04%
$22.89 - $27.41 $31.2K - $37.3K
21.2K $542M
MMS
Maximus, Inc.

Industrials
-105
- 4.11%
$84.08 - $93.17 $8.83K - $9.78K
2.45K $228M
T
At&T Inc.

Communication Services
-12.8K
- 13.86%
$18.21 - $22.28 $233K - $285K
79.6K $1.75B
FTCS
First Trust Capital Strength E

ETFs
-563
- 6.3%
$83.58 - $90.94 $47.1K - $51.2K
8.38K $761M
O
Realty Income Corp

Real Estate
-281
- 5.22%
$52.36 - $63.42 $14.7K - $17.8K
5.1K $324M
XEL
Xcel Energy Inc

Utilities
-752
- 9.98%
$52.11 - $65.3 $39.2K - $49.1K
6.78K $443M
COTY
Coty Inc.

Consumer Defensive
-384
- 0.83%
$8.83 - $10.44 $3.39K - $4.01K
45.8K $430M
AGNC
Agnc Investment Corp.

Real Estate
-219
- 1.63%
$9.48 - $10.66 $2.08K - $2.33K
13.2K $138M
VHT
Vanguard Health Care ETF

ETFs
-11
- 1.35%
$261.88 - $288.1 $2.88K - $3.17K
804 $227M
BITF
Bitfarms LTD

Financial Services
-1.7K
- 1.42%
$1.79 - $2.97 $3.04K - $5.05K
118K $248M
RPM
Rpm International Inc

Basic Materials
-32
- 1.48%
$103.91 - $125.03 $3.33K - $4K
2.12K $257M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-54
- 1.33%
$50.02 - $54.5 $2.7K - $2.94K
4K $218M
ADSK
Autodesk, Inc.

Technology
-150
- 13.69%
$245.83 - $245.83 $36.9K - $36.9K
946 $261M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-248
- 2.14%
N/A
11.4K $280M
SAIA
Saia Inc

Industrials
-53
- 7.55%
$367.6 - $509.42 $19.5K - $27K
649 $284M
First Tr Exchng Traded Fd Vi
-590
- 3.16%
N/A
18.1K $665M
Cme Group Inc
-176
- 7.09%
N/A
2.31K $509M
WMB
Williams Companies, Inc.

Energy
-745
- 6.12%
$41.24 - $46.22 $30.7K - $34.4K
11.4K $522M
VICI
Vici Properties Inc.

Real Estate
-257
- 2.19%
$27.64 - $34.08 $7.1K - $8.76K
11.5K $383M
VOT
Vanguard Mid Cap Growth Index

ETFs
-30
- 2.62%
$218.05 - $243.47 $6.54K - $7.3K
1.12K $272M
Activity Summary
Buys All Purchases 297 New Holdings 76 Increased Positions 221 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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