Access Financial Services, Inc. Sells in Q3 2024

Access Financial Services, Inc.

  • $184 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-78.1K
- 13.02%
$61.11 - $67.85 $4.78M - $5.3M
522K $35.4M
VOX
Vanguard Communication Service

ETFs
-10.8K
- 82.03%
$129.82 - $145.39 $1.4M - $1.57M
2.36K $343K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-45.3K
- 38.52%
$26.87 - $30.93 $1.22M - $1.4M
72.3K $2.13M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-9.71K
- 7.74%
$94.39 - $96.15 $916K - $933K
116K $11.1M
ECH
Ishares Inc Mcsi Chile ETF

ETFs
-22.5K
- 16.55%
$24.31 - $27.51 $548K - $620K
114K $3.1M
EWZS
Ishares Msci Brazil Small Cap

ETFs
-32.5K
- 47.97%
$11.52 - $13.22 $374K - $429K
35.2K $442K
QCOM
Qualcomm Inc

Technology
-542
- 6.56%
$156.12 - $209.64 $84.6K - $114K
7.72K $1.31M
VCIF
Vertical Capital Income Fund

Financial Services
-26.9K
- 33.14%
N/A
54.2K $444K
MSFT
Microsoft Corp

Technology
-28
- 0.27%
$395.15 - $467.56 $11.1K - $13.1K
10.5K $4.5M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-20.1K
- 38.38%
$8.59 - $9.07 $173K - $183K
32.3K $292K
AMZN
Amazon Com Inc

Consumer Cyclical
-47
- 0.28%
$161.02 - $200.0 $7.57K - $9.4K
16.5K $3.08M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1
- 0.01%
$126.87 - $148.36 $127 - $148
8.32K $1.09M
WSO
Watsco Inc

Industrials
-441
- 12.14%
$448.73 - $519.89 $198K - $229K
3.19K $1.57M
HEES
H&E Equipment Services, Inc.

Industrials
-4.25K
- 19.62%
$42.22 - $54.23 $180K - $231K
17.4K $847K
HD
Home Depot, Inc.

Consumer Cyclical
-542
- 29.68%
$333.64 - $405.2 $181K - $220K
1.28K $520K
UPS
United Parcel Service Inc

Industrials
-750
- 7.83%
$123.32 - $147.38 $92.5K - $111K
8.83K $1.2M
ABBV
Abb Vie Inc.

Healthcare
-1.59K
- 17.96%
$163.84 - $199.33 $260K - $316K
7.24K $1.43M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-9K
- 17.17%
$16.15 - $18.27 $145K - $164K
43.4K $774K
DLR
Digital Realty Trust, Inc.

Real Estate
-1.05K
- 11.37%
$144.47 - $162.98 $152K - $172K
8.22K $1.33M
CE
Celanese Corp

Basic Materials
-474
- 4.82%
$119.16 - $147.51 $56.5K - $69.9K
9.37K $1.27M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.9K
- 7.26%
$60.84 - $67.51 $115K - $128K
24.2K $1.64M
XLK
Technology Sector Spdr

ETFs
-105
- 0.94%
$197.34 - $237.68 $20.7K - $25K
11.1K $2.5M
JNJ
Johnson & Johnson

Healthcare
-1.29K
- 11.15%
$145.48 - $167.38 $188K - $217K
10.3K $1.67M
Valued Advisers Tr
-2.28K
- 1.04%
N/A
216K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-436
- 1.16%
N/A
37K $0
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-162
- 4.3%
$91.37 - $101.65 $14.8K - $16.5K
3.6K $366K
FNDF
Schwab Fundamental Intl Large

ETFs
-6.1K
- 6.09%
$33.67 - $37.71 $205K - $230K
94K $3.51M
TDIV
First Trust Nasdaq Technology

ETFs
-72
- 1.51%
$70.51 - $81.07 $5.08K - $5.84K
4.71K $377K
IEFA
Ishares Tr

ETFs
-350
- 3.4%
$70.09 - $78.74 $24.5K - $27.6K
9.93K $775K
AMGN
Amgen Inc

Healthcare
-11
- 0.31%
$309.38 - $337.38 $3.4K - $3.71K
3.58K $1.15M
RSG
Republic Services, Inc.

Industrials
-19
- 0.31%
$189.34 - $208.21 $3.6K - $3.96K
6.13K $1.23M
FAST
Fastenal CO

Industrials
-239
- 3.28%
$62.09 - $71.83 $14.8K - $17.2K
7.04K $502K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.02K
- 15.81%
$213.3 - $270.78 $216K - $275K
5.4K $1.46M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-678
- 2.3%
$36.98 - $41.55 $25.1K - $28.2K
28.7K $1.18M
XEL
Xcel Energy Inc

Utilities
-379
- 5.52%
$52.11 - $65.3 $19.7K - $24.7K
6.49K $423K
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-5.75K
- 6.63%
$11.47 - $13.37 $66K - $76.9K
81K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
-22
- 0.29%
$160.76 - $177.82 $3.54K - $3.91K
7.54K $1.3M
LMT
Lockheed Martin Corp

Industrials
-793
- 17.64%
$460.3 - $584.56 $365K - $464K
3.7K $2.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-55
- 0.48%
$117.9 - $128.2 $6.48K - $7.05K
11.4K $1.47M
GLD
Spdr Gold Trust

ETFs
-50
- 1.18%
$215.56 - $246.98 $10.8K - $12.3K
4.18K $1.02M
XLV
Select Sector Spdr Fund Health

ETFs
-71
- 0.44%
$143.3 - $157.24 $10.2K - $11.2K
15.9K $2.45M
AAPL
Apple Inc.

Technology
-386
- 3.88%
$207.23 - $234.82 $80K - $90.6K
9.57K $2.23M
APD
Air Products & Chemicals, Inc.

Basic Materials
-264
- 4.81%
$247.34 - $300.11 $65.3K - $79.2K
5.23K $1.56M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-19.8K
- 2.84%
$22.38 - $23.66 $444K - $469K
677K $15.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.71K
- 4.83%
$77.02 - $85.06 $209K - $231K
53.5K $4.52M
KO
Coca Cola CO

Consumer Defensive
-62
- 0.29%
$62.69 - $73.01 $3.89K - $4.53K
21.2K $1.52M
PAYX
Paychex Inc

Industrials
-53
- 0.41%
$116.17 - $135.19 $6.16K - $7.17K
13K $1.74M
CBOE
Cboe Global Markets, Inc.

Financial Services
-62
- 0.82%
$168.57 - $213.65 $10.5K - $13.2K
7.53K $1.54M
ARES
Ares Management Corp

Financial Services
-38
- 0.33%
$133.73 - $158.05 $5.08K - $6.01K
11.6K $1.8M
Activity Summary
Buys All Purchases 26 New Holdings 9 Increased Positions 17 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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