Allen Mooney & Barnes Investment Advisors LLC Closed Holding Positions

Allen Mooney & Barnes Investment Advisors LLC

  • $587 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q2 2022 Filed on May 23, 2024
1,575
$114.07 - $132.3 $180K - $208K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
Q1 2023 Filed on May 23, 2024
20,265
$11.25 - $12.11 $228K - $245K
NKG
Nuveen Georgia Quality Municipal Income Fund

Financial Services
Q2 2023 Filed on May 23, 2024
10,175
$0.0 - $11.8 $0 - $120K
PSLV
Sprott Physical Silver Trust

Financial Services
Q2 2023 Filed on May 23, 2024
10,935
$7.63 - $8.97 $83.4K - $98.1K
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2022 Filed on May 23, 2024
1,582
$112.54 - $137.39 $178K - $217K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q3 2022 Filed on May 23, 2024
105,388
$50.05 - $62.7 $5.27M - $6.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2022 Filed on May 23, 2024
9,901
$89.03 - $109.02 $881K - $1.08M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2022 Filed on May 23, 2024
3,744
$219.07 - $270.08 $820K - $1.01M
XT
Ishares Tr Exponential Technol

ETFs
Q2 2022 Filed on May 23, 2024
9,676
$45.91 - $60.17 $444K - $582K
ROBO
Robo Global Robotics And Autom

ETFs
Q2 2022 Filed on May 23, 2024
7,780
$44.52 - $59.11 $346K - $460K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on May 23, 2024
2,445
$99.01 - $106.84 $242K - $261K
Blackrock Muniholdings Inv Qty
Q2 2022 Filed on May 23, 2024
20,797
N/A
VGT
Vanguard Information Technolog

ETFs
Q2 2022 Filed on May 23, 2024
596
$315.97 - $423.43 $188K - $252K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on May 23, 2024
794
$221.47 - $269.82 $176K - $214K
AI
C3.Ai, Inc.

Technology
Q2 2022 Filed on May 23, 2024
9,492
$13.85 - $24.24 $131K - $230K
PAYX
Paychex Inc

Industrials
Q2 2022 Filed on May 23, 2024
1,500
$113.0 - $141.23 $170K - $212K
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