Apriem Advisors New Holdings in Q3 2024

Apriem Advisors

  • $849 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
439K
New
$27.8 - $29.26 $12.2M - $12.9M
439K $12.8M
BMY
Bristol Myers Squibb CO

Healthcare
15K
New
$39.66 - $51.75 $594K - $775K
15K $775K
VBR
Vanguard Small Cap Value ETF

ETFs
1.3K
New
$179.99 - $201.6 $234K - $262K
1.3K $261K
VB
Vanguard Small Cap ETF

ETFs
1.1K
New
$214.77 - $237.72 $237K - $262K
1.1K $261K
PHYS
Sprott Physical Gold Trust

Financial Services
12.1K
New
$18.12 - $20.72 $219K - $251K
12.1K $246K
NMM
Navios Maritime Partners L.P.

Industrials
3.7K
New
$43.06 - $63.41 $159K - $235K
3.7K $231K
WMT
Walmart Inc.

Consumer Defensive
2.64K
New
$66.91 - $81.4 $177K - $215K
2.64K $213K
KO
Coca Cola CO

Consumer Defensive
2.9K
New
$62.69 - $73.01 $182K - $212K
2.9K $208K
SHOP
Shopify Inc.

Technology
2.56K
New
$52.26 - $80.75 $134K - $207K
2.56K $205K
DSL
Double Line Income Solutions Fund

Financial Services
11.3K
New
$12.42 - $13.06 $140K - $148K
11.3K $146K
Amplify ETF Tr
20K
New
N/A
20K $0
Activity Summary
Buys All Purchases 52 New Holdings 12 Increased Positions 40 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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