Altfest L J & CO Inc Sells in Q3 2024

Altfest L J & CO Inc

  • $751 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-287
- 11.4%
$598.55 - $722.26 $172K - $207K
2.23K $1.58M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-1.53K
- 23.64%
$101.06 - $115.49 $155K - $177K
4.94K $560K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.71K
- 25.64%
$46.9 - $51.96 $127K - $141K
7.87K $405K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-3.28K
- 27.61%
$31.92 - $33.91 $105K - $111K
8.6K $291K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-4.04K
- 19.94%
$25.19 - $26.39 $102K - $107K
16.2K $426K
TFJL
Innovator 20+ Year Treasury Bo
-3.79K
- 28.06%
N/A
9.73K $205K
VPN
Global X Fds Data Ctr Reits &

ETFs
-10.5K
- 21.59%
$14.75 - $16.25 $156K - $171K
38.3K $675K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-431
- 18.67%
$233.02 - $278.99 $100K - $120K
1.88K $495K
ABNB
Airbnb, Inc.

Consumer Cyclical
-129
- 7.46%
$113.01 - $154.34 $14.6K - $19.9K
1.6K $203K
WFC
Wells Fargo & Company

Financial Services
-487
- 5.29%
$51.58 - $60.97 $25.1K - $29.7K
8.71K $492K
INTU
Intuit Inc

Technology
-49
- 10.49%
$602.97 - $670.49 $29.5K - $32.9K
418 $260K
NVS
Novartis Ag

Healthcare
-740
- 16.75%
$106.13 - $120.89 $78.5K - $89.5K
3.68K $423K
J P Morgan Exchange Traded F
-970
- 17.21%
N/A
4.67K $238K
IEO
Ishares Tr

ETFs
-56
- 1.23%
$88.52 - $101.16 $4.96K - $5.66K
4.5K $411K
BAC
Bank Of America Corp

Financial Services
-843
- 4.1%
$36.65 - $44.13 $30.9K - $37.2K
19.7K $782K
ELV
Elevance Health, Inc.

Healthcare
-3
- 0.38%
$500.12 - $562.29 $1.5K - $1.69K
777 $404K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-522
- 4.6%
$40.48 - $45.39 $21.1K - $23.7K
10.8K $476K
GS
Goldman Sachs Group Inc

Financial Services
-77
- 13.68%
$459.02 - $510.25 $35.3K - $39.3K
486 $241K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.04K
- 5.58%
$35.57 - $37.86 $37.1K - $39.5K
17.7K $669K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-3.73K
- 24.05%
$5.73 - $6.87 $21.4K - $25.6K
11.8K $78K
CRM
Salesforce, Inc.

Technology
-181
- 8.03%
$238.42 - $276.53 $43.2K - $50.1K
2.07K $568K
CPNG
Coupang, Inc.

Consumer Cyclical
-3.78K
- 16.45%
$19.79 - $24.92 $74.7K - $94.1K
19.2K $471K
GE
General Electric CO

Industrials
-659
- 16.18%
$156.66 - $189.66 $103K - $125K
3.41K $644K
QLD
Proshares Ultra Qqq

ETFs
-9
- 0.34%
$81.06 - $109.83 $730 - $988
2.63K $264K
CL
Colgate Palmolive CO

Consumer Defensive
-213
- 5.91%
$95.54 - $108.77 $20.4K - $23.2K
3.39K $352K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4.08K
- 1.79%
$98.99 - $101.51 $404K - $414K
224K $22.7M
HPQ
Hp Inc

Technology
-26
- 0.43%
$32.02 - $38.11 $833 - $991
6.04K $217K
AJG
Arthur J. Gallagher & Co.

Financial Services
-39
- 4.8%
$259.22 - $299.75 $10.1K - $11.7K
773 $218K
PFE
Pfizer Inc

Healthcare
-1.14K
- 2.69%
$27.7 - $31.39 $31.5K - $35.7K
41.1K $1.19M
IBN
Icici Bank LTD

Financial Services
-498
- 2.14%
$27.58 - $31.38 $13.7K - $15.6K
22.8K $679K
ALGN
Align Technology Inc

Healthcare
-10
- 0.99%
$204.03 - $257.2 $2.04K - $2.57K
1K $255K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-559
- 5.13%
$58.03 - $65.37 $32.4K - $36.5K
10.3K $670K
FQAL
Fidelity Covington Tr Quality

ETFs
-236
- 2.72%
$58.92 - $64.9 $13.9K - $15.3K
8.43K $547K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-589
- 5.08%
$48.51 - $52.86 $28.6K - $31.1K
11K $581K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-98
- 0.73%
$37.89 - $40.48 $3.71K - $3.97K
13.3K $538K
Columbia ETF Tr Ii
-298
- 1.69%
N/A
17.3K $391K
FNDC
Schwab Fundamental Intl Small

ETFs
-310
- 3.12%
$33.85 - $38.5 $10.5K - $11.9K
9.61K $367K
SBUX
Starbucks Corp

Consumer Cyclical
-806
- 15.3%
$72.51 - $98.6 $58.4K - $79.5K
4.46K $435K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-18
- 0.25%
$61.11 - $67.85 $1.1K - $1.22K
7.14K $485K
TRV
Travelers Companies, Inc.

Financial Services
-31
- 2.9%
$201.87 - $242.35 $6.26K - $7.51K
1.04K $243K
CB
Chubb LTD

Financial Services
-20
- 2.11%
$252.51 - $292.2 $5.05K - $5.84K
929 $268K
First Tr Exchng Traded Fd Vi
-916
- 1.42%
N/A
63.8K $1.23M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-62
- 1.33%
$117.9 - $128.2 $7.31K - $7.95K
4.6K $590K
ACWI
Ishares Msci Acwi ETF

ETFs
-15
- 0.27%
$107.24 - $119.84 $1.61K - $1.8K
5.45K $651K
PM
Philip Morris International Inc.

Consumer Defensive
-357
- 8.85%
$101.25 - $127.45 $36.1K - $45.5K
3.68K $446K
FNDF
Schwab Fundamental Intl Large

ETFs
-223
- 1.12%
$33.67 - $37.71 $7.51K - $8.41K
19.7K $737K
AMT
American Tower Corp

Real Estate
-600
- 12.66%
$192.27 - $242.73 $115K - $146K
4.14K $963K
BRP
Brp Group, Inc.

Financial Services
-996
- 15.36%
$35.8 - $40.92 $35.7K - $40.8K
5.49K $273K
A
Agilent Technologies, Inc.

Healthcare
-35
- 1.37%
$125.42 - $148.48 $4.39K - $5.2K
2.53K $375K
Activity Summary
Buys All Purchases 181 New Holdings 61 Increased Positions 120 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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