Kelly Financial Services LLC Closed Holding Positions

Kelly Financial Services LLC

  • $258 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2024 Filed on Aug 12, 2024
49
$70.34 - $76.15 $3.45K - $3.73K
HEIA
Heico Crp Cl A
Q2 2024 Filed on Aug 12, 2024
130
N/A
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2024 Filed on Aug 12, 2024
2,662
$96.76 - $109.6 $258K - $292K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2024 Filed on Aug 12, 2024
4
$170.63 - $199.67 $683 - $799
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2024 Filed on Aug 12, 2024
9
$81.05 - $81.66 $729 - $735
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q2 2024 Filed on Aug 12, 2024
4,962
$27.5 - $28.16 $136K - $140K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2024 Filed on Aug 12, 2024
6,320
$81.04 - $87.08 $512K - $550K
RVIC
Retail Value Inc.

Real Estate
Q2 2021 Filed on Jul 17, 2024
3
$1.59 - $2.0 $4.77 - $6
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q4 2021 Filed on Jul 17, 2024
4
$543.48 - $670.97 $2.17K - $2.68K
Loral Space & Com Inc
Q1 2021 Filed on Jul 17, 2024
48
N/A
MNOV
Medicinova Inc

Healthcare
Q2 2021 Filed on Jul 17, 2024
100
$3.76 - $5.14 $376 - $514
MKTX
Marketaxess Holdings Inc

Financial Services
Q3 2021 Filed on Jul 17, 2024
14,838
$417.22 - $492.13 $6.19M - $7.3M
EUSB
Ishares Tr Esg Advanced Total

Technology
Q3 2021 Filed on Jul 17, 2024
120,872
$49.57 - $50.25 $5.99M - $6.07M
RIOT
Riot Blockchain, Inc.

Technology
Q2 2021 Filed on Jul 17, 2024
200
$22.23 - $59.26 $4.45K - $11.9K
SITC
Site Centers Corp.

Real Estate
Q2 2021 Filed on Jul 17, 2024
31
$13.7 - $15.76 $425 - $489
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2021 Filed on Jul 17, 2024
60
$50.3 - $60.29 $3.02K - $3.62K
ITRM
Iterum Therapeutics PLC

Healthcare
Q3 2022 Filed on Jul 17, 2024
1,800
$0.21 - $2.9 $378 - $5.22K
PPLT
Abrdn Platinum ETF Trust

ETFs
Q3 2021 Filed on Jul 17, 2024
30,078
$85.27 - $106.4 $2.56M - $3.2M
AVTE
Aerovate Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Jul 17, 2024
91
$11.76 - $22.49 $1.07K - $2.05K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q3 2021 Filed on Jul 17, 2024
96,024
$25.95 - $26.1 $2.49M - $2.51M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q2 2021 Filed on Jul 17, 2024
334
$26.94 - $27.73 $9K - $9.26K
GBIO
Generation Bio Co.

Healthcare
Q2 2021 Filed on Jul 17, 2024
1,000
$24.34 - $38.34 $24.3K - $38.3K
MAXR
Maxar Technologies Inc.

Technology
Q1 2021 Filed on Jul 17, 2024
26
$33.64 - $54.82 $875 - $1.43K
MCO
Moodys Corp

Financial Services
Q2 2022 Filed on Jul 17, 2024
217
$253.64 - $343.38 $55K - $74.5K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q1 2021 Filed on Jul 17, 2024
75
$26.38 - $51.15 $1.98K - $3.84K
PLTR
Palantir Technologies Inc.

Technology
Q4 2022 Filed on Jul 17, 2024
26
$6.0 - $8.79 $156 - $229
Switchback Energy Acquistn C
Q1 2021 Filed on Jul 17, 2024
24
N/A
TWLO
Twilio Inc

Communication Services
Q3 2022 Filed on Jul 17, 2024
285
$65.94 - $98.19 $18.8K - $28K
Washington Prime Group New
Q2 2021 Filed on Jul 17, 2024
6
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q3 2021 Filed on Jul 17, 2024
57
$29.84 - $54.22 $1.7K - $3.09K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
Q2 2022 Filed on Jul 17, 2024
0
$37.99 - $43.63 $0 - $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q4 2021 Filed on Jul 17, 2024
20
$71.72 - $91.47 $1.43K - $1.83K
Churchill Capital Corp Iv
Q3 2021 Filed on Jul 17, 2024
461
N/A
CGNX
Cognex Corp

Technology
Q4 2021 Filed on Jul 17, 2024
20
$74.94 - $91.73 $1.5K - $1.83K
WTER
Alkaline Water CO Inc

Consumer Defensive
Q2 2023 Filed on Jul 17, 2024
500
$0.11 - $2.12 $55 - $1.06K
CWST
Casella Waste Systems Inc

Industrials
Q1 2024 Filed on Jul 17, 2024
354
$81.03 - $98.87 $28.7K - $35K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q4 2021 Filed on Jul 17, 2024
44
$44.23 - $50.68 $1.95K - $2.23K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
Q4 2023 Filed on Jul 17, 2024
607
$47.78 - $53.33 $29K - $32.4K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q4 2021 Filed on Jul 17, 2024
732
$26.61 - $27.97 $19.5K - $20.5K
LDOS
Leidos Holdings, Inc.

Technology
Q1 2022 Filed on Jul 17, 2024
5
$84.5 - $109.05 $423 - $545
NKTR
Nektar Therapeutics

Healthcare
Q4 2021 Filed on Jul 17, 2024
3,000
$10.83 - $18.41 $32.5K - $55.2K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q4 2021 Filed on Jul 17, 2024
52
$80.48 - $90.28 $4.18K - $4.69K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q4 2021 Filed on Jul 17, 2024
57
N/A
VDC
Vanguard Consumer Staples ETF

ETFs
Q4 2021 Filed on Jul 17, 2024
35
$179.09 - $199.88 $6.27K - $7K
VFH
Vanguard Financial ETF

ETFs
Q4 2021 Filed on Jul 17, 2024
47
$92.72 - $100.95 $4.36K - $4.74K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2023 Filed on Jul 17, 2024
72
$56.15 - $59.51 $4.04K - $4.28K
VO
Vanguard Mid Cap ETF

ETFs
Q1 2024 Filed on Jul 17, 2024
23
$225.86 - $249.86 $5.19K - $5.75K
VFF
Village Farms International, Inc.

Consumer Defensive
Q4 2021 Filed on Jul 17, 2024
200
$5.91 - $9.26 $1.18K - $1.85K
EWG
Ishares Msci Germany ETF

ETFs
Q4 2021 Filed on Jul 17, 2024
122
$31.77 - $34.68 $3.88K - $4.23K
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