American Institute For Advanced Investment Management, LLP Reduced Holdings in Q3 2024

American Institute For Advanced Investment Management, LLP

  • $141 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-9.65K
- 35.39%
$47.29 - $52.55 $456K - $507K
17.6K $925K
FJP
First Trust Japan Alphadex Fun

ETFs
-7.62K
- 31.74%
$46.62 - $54.91 $355K - $418K
16.4K $888K
VIG
Vanguard Dividend Appreciation

ETFs
-1.26K
- 6.52%
$182.15 - $182.15 $229K - $229K
18K $3.29M
ROBO
Robo Global Robotics And Autom

ETFs
-4.52K
- 43.94%
$50.56 - $58.65 $229K - $265K
5.77K $329K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-4.33K
- 36.61%
$38.33 - $44.95 $166K - $195K
7.5K $328K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-7.58K
- 19.56%
$21.05 - $21.17 $159K - $160K
31.1K $657K
NEAR
Blackrock Short Maturity Bond

ETFs
-3.4K
- 18.14%
$50.09 - $51.31 $170K - $174K
15.3K $786K
GOOGL
Alphabet Inc.

Communication Services
-120
- 2.7%
$148.65 - $191.18 $17.8K - $22.9K
4.33K $717K
XLE
Energy Sector Spdr

ETFs
-630
- 9.41%
$84.35 - $93.39 $53.1K - $58.8K
6.07K $532K
CVX
Chevron Corp

Energy
-100
- 1.54%
$137.88 - $161.97 $13.8K - $16.2K
6.38K $939K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.13K
- 27.27%
$41.9 - $48.26 $89.2K - $103K
5.68K $271K
VDE
Vanguard Energy ETF

ETFs
-54
- 0.47%
$117.44 - $131.06 $6.34K - $7.08K
11.5K $1.41M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-500
- 1.59%
$100.09 - $100.69 $50K - $50.3K
30.9K $3.12M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-935
- 12.77%
$54.38 - $59.77 $50.8K - $55.9K
6.39K $378K
CWCO
Consolidated Water Co. Ltd.

Utilities
-600
- 5.4%
$24.44 - $29.49 $14.7K - $17.7K
10.5K $265K
PEP
Pepsico Inc

Consumer Defensive
-211
- 7.8%
$161.9 - $179.3 $34.2K - $37.8K
2.49K $424K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-835
- 9.48%
$162.83 - $179.16 $136K - $150K
7.97K $1.43M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-90
- 7.87%
$475.2 - $527.7 $42.8K - $47.5K
1.05K $556K
WM
Waste Management Inc

Industrials
-5
- 0.23%
$196.96 - $223.45 $985 - $1.12K
2.14K $444K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-150
- 3.23%
$94.39 - $96.15 $14.2K - $14.4K
4.5K $431K
MLM
Martin Marietta Materials Inc

Basic Materials
-10
- 1.4%
$502.48 - $593.35 $5.02K - $5.93K
705 $379K
XLK
Technology Sector Spdr

ETFs
-25
- 0.49%
$197.34 - $237.68 $4.93K - $5.94K
5.08K $1.15M
IYW
Ishares Dj Us Tech ETF

ETFs
-95
- 1.31%
$133.16 - $158.73 $12.7K - $15.1K
7.17K $1.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-30
- 2.17%
$434.77 - $502.96 $13K - $15.1K
1.35K $660K
VOT
Vanguard Mid Cap Growth Index

ETFs
-300
- 5.9%
$218.05 - $243.47 $65.4K - $73K
4.79K $1.17M
FTGS
First Tr Exchange Traded Fd Gr
-670
- 5.85%
N/A
10.8K $0
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-77
- 0.32%
$12.65 - $13.91 $974 - $1.07K
23.7K $326K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-25
- 0.09%
$20.47 - $20.71 $512 - $518
28K $579K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-367
- 2.11%
$51.02 - $52.74 $18.7K - $19.4K
17.1K $898K
AN
Autonation, Inc.

Consumer Cyclical
-110
- 6.11%
$156.14 - $190.72 $17.2K - $21K
1.69K $302K
FYX
First Tr Small Cap Core Alphad

ETFs
-115
- 2.83%
$89.32 - $100.62 $10.3K - $11.6K
3.95K $392K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-55
- 0.51%
$52.1 - $59.66 $2.87K - $3.28K
10.8K $640K
ABT
Abbott Laboratories

Healthcare
-35
- 0.96%
$100.07 - $118.13 $3.5K - $4.13K
3.63K $413K
VUG
Vanguard Growth ETF

ETFs
-70
- 1.13%
$341.08 - $391.94 $23.9K - $27.4K
6.1K $2.34M
VO
Vanguard Mid Cap ETF

ETFs
-80
- 3.13%
$237.84 - $263.83 $19K - $21.1K
2.47K $652K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.45%
$801.83 - $917.05 $4.01K - $4.59K
1.1K $974K
FTA
First Tr Large Cap Value

ETFs
-90
- 1.15%
$72.76 - $79.13 $6.55K - $7.12K
7.76K $613K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-274
- 3.41%
$106.85 - $117.19 $29.3K - $32.1K
7.76K $909K
VTI
Vanguard Total Stock Market Et

ETFs
-592
- 4.41%
$255.18 - $283.2 $151K - $168K
12.8K $3.63M
WMT
Walmart Inc.

Consumer Defensive
-450
- 6.86%
$66.91 - $81.4 $30.1K - $36.6K
6.11K $493K
MCD
Mcdonalds Corp

Consumer Cyclical
-50
- 3.58%
$245.82 - $304.51 $12.3K - $15.2K
1.35K $409K
RZV
Invesco Fd Tr

ETFs
-47
- 0.72%
$96.8 - $112.42 $4.55K - $5.28K
6.48K $708K
VTV
Vanguard Value ETF

ETFs
-440
- 4.46%
$159.75 - $174.57 $70.3K - $76.8K
9.42K $1.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.07%
$405.19 - $478.57 $405 - $479
1.51K $694K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-105
- 1.44%
$125.95 - $142.04 $13.2K - $14.9K
7.19K $1.02M
JNJ
Johnson & Johnson

Healthcare
-50
- 0.72%
$145.48 - $167.38 $7.27K - $8.37K
6.92K $1.12M
VOE
Vanguard Mid Cap Value Index F

ETFs
-10
- 0.15%
$149.02 - $167.67 $1.49K - $1.68K
6.53K $1.09M
IWM
Ishares Russell 2000 ETF

ETFs
-397
- 3.14%
$200.87 - $224.6 $79.7K - $89.2K
12.2K $2.7M
PAVE
Global X Fds Us Infrastructure

ETFs
-299
- 0.68%
$36.39 - $41.16 $10.9K - $12.3K
43.6K $1.79M
Activity Summary
Buys All Purchases 48 New Holdings 13 Increased Positions 35 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track American Institute For Advanced Investment Management, LLP Portfolio

Follow American Institute For Advanced Investment Management, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Institute For Advanced Investment Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on American Institute For Advanced Investment Management, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email