Annex Advisory Services, LLC New Holdings in Q3 2024

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
426K
New
$50.61 - $50.96 $21.6M - $21.7M
426K $21.7M
HOOD
Robinhood Markets, Inc.

Technology
634K
New
$16.42 - $24.63 $10.4M - $15.6M
634K $14.8M
DPZ
Dominos Pizza Inc

Consumer Cyclical
24.4K
New
$402.52 - $505.35 $9.84M - $12.4M
24.4K $10.5M
RPM
Rpm International Inc

Basic Materials
14.5K
New
$103.91 - $125.03 $1.51M - $1.82M
14.5K $1.76M
YOU
Clear Secure, Inc.

Technology
30.2K
New
$18.66 - $33.15 $564K - $1M
30.2K $1M
GLD
Spdr Gold Trust

ETFs
1.83K
New
$215.56 - $246.98 $394K - $452K
1.83K $444K
XYLD
Global X Fds S&P 500 Covered C

ETFs
10K
New
$38.49 - $41.61 $386K - $417K
10K $416K
IVE
Ishares S&P 500 Value ETF

ETFs
1.41K
New
$181.06 - $197.17 $256K - $279K
1.41K $278K
VTV
Vanguard Value ETF

ETFs
1.52K
New
$159.75 - $174.57 $243K - $265K
1.52K $264K
LMT
Lockheed Martin Corp

Industrials
403
New
$460.3 - $584.56 $186K - $236K
403 $235K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.63K
New
$33.89 - $41.64 $191K - $235K
5.63K $224K
BLW
Blackrock LTD Duration Income Trust

Financial Services
15.4K
New
$13.87 - $14.61 $214K - $225K
15.4K $223K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.32K
New
$149.02 - $167.67 $197K - $222K
1.32K $221K
MSI
Motorola Solutions, Inc.

Technology
486
New
$385.65 - $450.49 $187K - $219K
486 $218K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.14K
New
$36.98 - $41.55 $190K - $214K
5.14K $211K
XLI
Industrial Sector Spdr

ETFs
1.56K
New
$120.56 - $135.44 $188K - $211K
1.56K $211K
TTD
Trade Desk, Inc.

Technology
1.91K
New
$83.08 - $110.79 $159K - $212K
1.91K $209K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
8.82K
New
$20.51 - $24.25 $181K - $214K
8.82K $208K
BAX
Baxter International Inc

Healthcare
5.42K
New
$32.85 - $40.26 $178K - $218K
5.42K $205K
BMI
Badger Meter Inc

Technology
934
New
$184.77 - $219.63 $173K - $205K
934 $203K
JCI
Johnson Controls International PLC

Industrials
2.62K
New
$65.52 - $77.61 $172K - $203K
2.62K $203K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
16.7K
New
$5.44 - $5.91 $91K - $98.9K
16.7K $96K
Ge Vernova Inc
993
New
N/A
993 $0
Victory Portfolios Ii
2.89M
New
N/A
2.89M $0
Activity Summary
Buys All Purchases 153 New Holdings 25 Increased Positions 128 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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