Apella Capital, LLC Sells in Q3 2024

Apella Capital, LLC

  • $2.41 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BANC
Banc Of California, Inc.

Financial Services
-276
- 1.18%
$12.5 - $15.38 $3.45K - $4.24K
23.1K $339K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-246
- 1.66%
$36.02 - $41.68 $8.86K - $10.3K
14.6K $602K
RTX
Raytheon Technologies Corp

Industrials
-9
- 0.38%
$99.55 - $123.34 $896 - $1.11K
2.37K $286K
BMY
Bristol Myers Squibb CO

Healthcare
-253
- 3.89%
$39.66 - $51.75 $10K - $13.1K
6.24K $323K
TTD
Trade Desk, Inc.

Technology
-84
- 1.56%
$83.08 - $110.79 $6.98K - $9.31K
5.3K $581K
D
Dominion Energy, Inc

Utilities
-109
- 1.4%
$48.01 - $58.53 $5.23K - $6.38K
7.67K $443K
IWD
Ishares Russell 1000 Val ETF

ETFs
-283
- 3.63%
$173.36 - $189.8 $49.1K - $53.7K
7.51K $1.43M
VSDA
Victory Portfolios Ii Victorys

ETFs
-228
- 1.38%
$47.88 - $53.13 $10.9K - $12.1K
16.3K $867K
GIS
General Mills Inc

Consumer Defensive
-228
- 2.73%
$62.5 - $75.15 $14.3K - $17.1K
8.13K $600K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-296
- 0.94%
$36.98 - $41.55 $10.9K - $12.3K
31.3K $1.29M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-30
- 0.07%
$44.83 - $47.42 $1.34K - $1.42K
42.1K $1.98M
DE
Deere & CO

Industrials
-31
- 1.41%
$344.84 - $418.0 $10.7K - $13K
2.17K $906K
JPIN
Jp Morgan Diversified Return I

ETFs
-37
- 0.2%
$54.1 - $60.82 $2K - $2.25K
18.5K $1.11M
VNQ
Vanguard Specialized Funds Van

ETFs
-313
- 3.65%
$82.97 - $98.97 $26K - $31K
8.27K $806K
SYK
Stryker Corp

Healthcare
-21
- 0.45%
$315.94 - $371.96 $6.63K - $7.81K
4.64K $1.68M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-1.83K
- 0.9%
$24.38 - $25.2 $44.7K - $46.2K
203K $5.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-444
- 1.01%
$33.74 - $37.96 $15K - $16.9K
43.6K $1.64M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.63K
- 3.95%
$88.24 - $99.7 $144K - $163K
39.6K $3.8M
SBUX
Starbucks Corp

Consumer Cyclical
-212
- 2.96%
$72.51 - $98.6 $15.4K - $20.9K
6.95K $677K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-23
- 0.17%
$94.32 - $105.04 $2.17K - $2.42K
13.5K $1.41M
PLTR
Palantir Technologies Inc.

Technology
-243
- 2.06%
$24.09 - $37.95 $5.85K - $9.22K
11.5K $429K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.57K
- 3.48%
$91.37 - $101.65 $326K - $363K
99.1K $10.1M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-971
- 0.72%
$40.69 - $42.46 $39.5K - $41.2K
133K $5.64M
DFAU
Dimensional ETF Tr

ETFs
-937
- 1.05%
$35.8 - $39.69 $33.5K - $37.2K
88.2K $3.5M
ORCL
Oracle Corp

Technology
-3
- 0.05%
$125.9 - $170.35 $378 - $511
6.57K $1.12M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.47K
- 4.99%
$58.03 - $65.37 $550K - $619K
180K $11.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-765
- 1.16%
$59.25 - $65.33 $45.3K - $50K
65.3K $4.24M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.08K
- 1.1%
$46.18 - $48.92 $95.8K - $102K
187K $9.09M
IEFA
Ishares Tr

ETFs
-892
- 1.32%
$70.09 - $78.74 $62.5K - $70.2K
66.5K $5.19M
MUB
Ishares National Muni Bond ETF

ETFs
-1.21K
- 0.52%
$106.13 - $108.7 $128K - $131K
232K $25.2M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.79K
- 1.59%
$55.06 - $62.25 $98.7K - $112K
111K $6.83M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.1K
- 0.98%
$50.99 - $57.81 $56K - $63.5K
111K $6.37M
EFV
Msci Eafe Value ETF

ETFs
-7.81K
- 3.91%
$51.72 - $57.96 $404K - $453K
192K $11M
DFAX
Dimensional ETF Tr
-17.5K
- 1.91%
$24.29 - $27.25 $426K - $478K
899K $24.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.38K
- 0.89%
$38.51 - $41.69 $169K - $182K
490K $20.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.45K
- 2.97%
$179.99 - $201.6 $441K - $494K
80.2K $16.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-8.04K
- 1.21%
$56.04 - $62.2 $450K - $500K
657K $40.9M
Activity Summary
Buys All Purchases 206 New Holdings 20 Increased Positions 186 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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