New Insight Wealth Advisors Sells in Q3 2024

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIAL
Columbia ETF Tr I Diversified

ETFs
-73K
- 50.0%
$17.48 - $18.51 $1.28M - $1.35M
73K $1.35B
FDD
First Trust Stoxx European Sel

ETFs
-63.5K
- 72.0%
$11.46 - $12.62 $728K - $802K
24.7K $308M
IXJ
Ishares Global Healthcare ETF

ETFs
-6.99K
- 37.72%
$91.63 - $101.25 $640K - $708K
11.5K $1.13B
SPG
Simon Property Group Inc

Real Estate
-7.13K
- 16.18%
$146.09 - $170.11 $1.04M - $1.21M
36.9K $6.24B
MRNA
Moderna, Inc.

Healthcare
-54
- 0.66%
$63.64 - $125.14 $3.44K - $6.76K
8.19K $547M
PINS
Pinterest, Inc.

Communication Services
-2.25K
- 7.92%
$28.66 - $43.51 $64.4K - $97.8K
26.1K $845M
CRM
Salesforce, Inc.

Technology
-1.58K
- 18.63%
$238.42 - $276.53 $376K - $436K
6.89K $1.89B
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.36K
- 48.87%
$54.38 - $59.77 $237K - $261K
4.57K $270M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.79K
- 2.07%
$11.03 - $18.11 $19.8K - $32.4K
84.7K $950M
JPM
Jpmorgan Chase & CO

Financial Services
-453
- 14.83%
$194.9 - $224.8 $88.3K - $102K
2.6K $548M
PFE
Pfizer Inc

Healthcare
-2.4K
- 24.74%
$27.7 - $31.39 $66.5K - $75.3K
7.3K $211M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-665
- 7.64%
$50.63 - $51.11 $33.7K - $34K
8.04K $411M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-723
- 10.13%
$36.78 - $39.02 $26.6K - $28.2K
6.42K $250M
DIS
Walt Disney CO

Communication Services
-47
- 1.96%
$85.6 - $98.61 $4.02K - $4.63K
2.35K $226M
PFF
Ishares Trust Ishares Pfd And

ETFs
-776
- 8.5%
$31.18 - $33.5 $24.2K - $26K
8.36K $278M
IYG
Ishares Tr

ETFs
-658
- 9.42%
$64.2 - $71.76 $42.2K - $47.2K
6.33K $449M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-223
- 11.79%
$125.95 - $142.04 $28.1K - $31.7K
1.67K $237M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-492
- 9.5%
$38.89 - $42.97 $19.1K - $21.1K
4.69K $201M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-100
- 2.99%
$76.94 - $79.54 $7.69K - $7.95K
3.24K $258M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.16K
- 7.41%
$117.9 - $128.2 $136K - $148K
14.4K $1.85B
MUST
Columbia ETF Tr I Multi Sector

ETFs
-325
- 1.35%
$20.28 - $20.85 $6.59K - $6.78K
23.8K $494M
FDEM
Fidelity Emerging Markets Mult
-523
- 3.43%
N/A
14.7K $399M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-45
- 1.56%
$107.13 - $116.56 $4.82K - $5.25K
2.83K $329M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-85
- 2.65%
$105.53 - $118.34 $8.97K - $10.1K
3.13K $366M
NOW
Service Now, Inc.

Technology
-9
- 2.93%
$730.87 - $937.36 $6.58K - $8.44K
298 $267M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.16%
$255.18 - $283.2 $766 - $850
1.89K $536M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-125
- 1.5%
$46.17 - $51.13 $5.77K - $6.39K
8.2K $419M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-195
- 2.42%
$39.15 - $46.02 $7.63K - $8.97K
7.87K $360M
O
Realty Income Corp

Real Estate
-631
- 8.24%
$52.36 - $63.42 $33K - $40K
7.02K $445M
DASH
Door Dash, Inc.

Communication Services
-120
- 6.13%
$100.28 - $143.99 $12K - $17.3K
1.84K $262M
GS
Goldman Sachs Group Inc

Financial Services
-95
- 4.09%
$459.02 - $510.25 $43.6K - $48.5K
2.23K $1.1B
ABBV
Abb Vie Inc.

Healthcare
-362
- 7.34%
$163.84 - $199.33 $59.3K - $72.2K
4.57K $902M
WPC
W. P. Carey Inc.

Real Estate
-5.47K
- 9.28%
$54.63 - $63.96 $299K - $350K
53.5K $3.33B
AAPL
Apple Inc.

Technology
-1.05K
- 5.3%
$207.23 - $234.82 $217K - $246K
18.7K $4.36B
META
Meta Platforms, Inc.

Communication Services
-72
- 1.69%
$453.41 - $572.44 $32.6K - $41.2K
4.19K $2.4B
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.96K
- 1.01%
$19.4 - $21.93 $38K - $43K
193K $4.23B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-939
- 1.1%
$80.13 - $88.89 $75.2K - $83.5K
84.1K $7.43B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-595
- 0.52%
$97.19 - $109.09 $57.8K - $64.9K
114K $12.4B
TSLA
Tesla, Inc.

Consumer Cyclical
-3.51K
- 9.89%
$191.76 - $263.26 $673K - $925K
32K $8.37B
Activity Summary
Buys All Purchases 44 New Holdings 10 Increased Positions 34 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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