Lm Advisors LLC Sells in Q3 2024

Lm Advisors LLC

  • $492 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
-161
- 5.65%
$163.98 - $182.92 $26.4K - $29.5K
2.69K $460K
IIGD
Invesco Exch Trd Self Indexed

ETFs
-831
- 2.41%
$23.93 - $24.89 $19.9K - $20.7K
33.7K $833K
DIVD
Ea Ser Tr
-887
- 5.2%
N/A
16.2K $552K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-1.12K
- 1.84%
$10.65 - $11.21 $11.9K - $12.6K
59.7K $669K
XLV
Select Sector Spdr Fund Health

ETFs
-1.46K
- 5.09%
$143.3 - $157.24 $209K - $229K
27.2K $4.19M
GLD
Spdr Gold Trust

ETFs
-330
- 9.26%
$215.56 - $246.98 $71.1K - $81.5K
3.23K $786K
BX
Blackstone Inc.

Financial Services
-999
- 16.21%
$120.77 - $159.66 $121K - $160K
5.16K $791K
MELI
Mercadolibre Inc

Consumer Cyclical
-22
- 12.5%
$1591.44 - $2140.1 $35K - $47.1K
154 $317K
YMAR
First Tr Ex Tr Viii Cboe Vest
-1.06K
- 2.08%
$22.76 - $24.37 $24.2K - $25.9K
50K $1.21M
SHOP
Shopify Inc.

Technology
-475
- 9.55%
$52.26 - $80.75 $24.8K - $38.4K
4.5K $361K
AMT
American Tower Corp

Real Estate
-8
- 0.74%
$192.27 - $242.73 $1.54K - $1.94K
1.07K $249K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
-4.47K
- 2.75%
$11.41 - $12.19 $51K - $54.5K
158K $1.91M
GS
Goldman Sachs Group Inc

Financial Services
-200
- 5.6%
$459.02 - $510.25 $91.8K - $102K
3.37K $1.67M
PLD
Prologis, Inc.

Real Estate
-200
- 3.48%
$111.95 - $132.43 $22.4K - $26.5K
5.55K $701K
KO
Coca Cola CO

Consumer Defensive
-515
- 4.1%
$62.69 - $73.01 $32.3K - $37.6K
12K $865K
XLF
Financial Sector Spdr

ETFs
-1.25K
- 4.26%
$40.84 - $45.74 $51.1K - $57.2K
28.1K $1.27M
VZ
Verizon Communications Inc

Communication Services
-1.13K
- 3.5%
$38.89 - $45.0 $44.1K - $51K
31.3K $1.4M
JPM
Jpmorgan Chase & CO

Financial Services
-263
- 1.71%
$194.9 - $224.8 $51.3K - $59.1K
15.2K $3.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-782
- 1.04%
$76.38 - $78.87 $59.7K - $61.7K
74.7K $5.88M
ESS
Essex Property Trust, Inc.

Real Estate
-325
- 3.97%
$272.82 - $272.82 $88.7K - $88.7K
7.87K $2.32M
XLU
Utilities Sector Spdr

ETFs
-3.89K
- 11.55%
$67.67 - $80.78 $263K - $314K
29.8K $2.3M
UNH
Unitedhealth Group Inc

Healthcare
-415
- 8.46%
$488.01 - $604.18 $203K - $251K
4.49K $2.62M
HD
Home Depot, Inc.

Consumer Cyclical
-35
- 1.43%
$333.64 - $405.2 $11.7K - $14.2K
2.41K $976K
O
Realty Income Corp

Real Estate
-170
- 1.11%
$52.36 - $63.42 $8.9K - $10.8K
15.2K $962K
SOFI
So Fi Technologies, Inc.

Financial Services
-100
- 0.08%
$6.32 - $8.19 $632 - $819
133K $1.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-217
- 0.7%
$434.77 - $502.96 $94.3K - $109K
30.6K $14.9M
Wells Fargo CO New Perp Pfd Cnv A
-122
- 3.44%
N/A
3.42K $4.39M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-2.99K
- 1.45%
$20.93 - $22.92 $62.5K - $68.5K
203K $4.64M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.65K
- 9.06%
$82.97 - $98.97 $386K - $461K
46.7K $4.44M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.19K
- 3.6%
$44.07 - $50.57 $96.3K - $111K
58.5K $2.96M
IAU
Ishares Gold Trust

ETFs
-450
- 0.85%
$44.06 - $50.5 $19.8K - $22.7K
52.3K $2.6M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-115
- 0.86%
$386.81 - $423.12 $44.5K - $48.7K
13.2K $5.54M
TSLA
Tesla, Inc.

Consumer Cyclical
-952
- 9.37%
$191.76 - $263.26 $183K - $251K
9.21K $2.41M
VIG
Vanguard Dividend Appreciation

ETFs
-1.75K
- 2.02%
$182.15 - $182.15 $319K - $319K
85.1K $16.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2K
- 2.66%
$475.2 - $527.7 $951K - $1.06M
73.1K $38.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-191
- 0.33%
$517.38 - $573.86 $98.8K - $110K
57.4K $32.9M
AAPL
Apple Inc.

Technology
-2.01K
- 1.85%
$207.23 - $234.82 $417K - $473K
107K $24.8M
Activity Summary
Buys All Purchases 35 New Holdings 14 Increased Positions 21 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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