Bison Wealth, LLC Sells in Q4 2024

Bison Wealth, LLC

  • $383 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USA
Liberty All Star Equity Fund

Financial Services
-1.25K
- 8.6%
$6.82 - $7.46 $8.52K - $9.32K
13.3K $92K
CSM
Proshares Large Cap Core Plus

ETFs
-300
- 2.79%
$64.59 - $69.02 $19.4K - $20.7K
10.5K $692K
FV
First Trust Dorsey Wright Focu

ETFs
-252
- 5.07%
$57.47 - $62.82 $14.5K - $15.8K
4.72K $278K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-65
- 1.22%
$126.68 - $134.74 $8.23K - $8.76K
5.25K $669K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-76
- 2.47%
$80.18 - $88.79 $6.09K - $6.75K
3K $241K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-65
- 0.66%
$22.39 - $23.45 $1.46K - $1.52K
9.82K $225K
FYX
First Tr Small Cap Core Alphad

ETFs
-96
- 3.15%
$96.51 - $110.53 $9.26K - $10.6K
2.95K $298K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-14
- 0.24%
$101.22 - $107.72 $1.42K - $1.51K
5.78K $591K
FAST
Fastenal CO

Industrials
-54
- 1.29%
$69.99 - $84.35 $3.78K - $4.55K
4.14K $297K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
-206
- 1.51%
N/A
13.5K $0
Grayscale Ethereum Trust ETF
-1.08K
- 8.28%
N/A
12K $0
American Healthcare Reit Inc
-8.02K
- 50.85%
N/A
7.75K $0
First Tr Exchng Traded Fd Vi
-300
- 1.94%
N/A
15.2K $0
First Tr Exchng Traded Fd Vi
-8.34K
- 42.27%
N/A
11.4K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-290
- 2.99%
N/A
9.39K $0
Invesco Actively Managed Exc
-16K
- 55.63%
N/A
12.8K $0
Portage Biotech Inc
-79.2K
- 80.44%
N/A
19.3K $0
QDPL
Pacer Fds Tr Metaurus Us Large
-4
- 0.04%
$37.54 - $40.11 $150 - $160
9.37K $359K
SPYG
Spdr Portfolio

ETFs
-118
- 3.67%
$81.74 - $91.38 $9.65K - $10.8K
3.1K $272K
PKG
Packaging Corp Of America

Consumer Cyclical
-8
- 0.82%
$211.98 - $248.85 $1.7K - $1.99K
969 $218K
VTRS
Viatris Inc

Healthcare
-94
- 0.8%
$11.32 - $13.37 $1.06K - $1.26K
11.7K $145K
VGT
Vanguard Information Technolog

ETFs
-30
- 2.98%
$571.78 - $647.97 $17.2K - $19.4K
976 $606K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-1
- 0.02%
$55.58 - $62.6 $55.6 - $62.6
4.42K $265K
IVW
Ishares S&P 500 Growth ETF

ETFs
-75
- 0.8%
$94.43 - $105.47 $7.08K - $7.91K
9.31K $944K
KMI
Kinder Morgan, Inc.

Energy
-1.33K
- 7.0%
$22.59 - $28.54 $30K - $38K
17.7K $484K
BX
Blackstone Inc.

Financial Services
-54
- 1.37%
$148.45 - $199.05 $8.02K - $10.7K
3.89K $670K
ET
Energy Transfer LP

Energy
-1.95K
- 5.76%
$16.05 - $19.86 $31.3K - $38.7K
31.9K $624K
FDN
First Tr Fd Dow Jones

ETFs
-23
- 0.69%
$210.5 - $257.24 $4.84K - $5.92K
3.33K $810K
BXSL
Blackstone Secured Lending Fund

Financial Services
-4.76K
- 4.72%
$29.25 - $33.27 $139K - $158K
96K $3.1M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-527
- 4.89%
$47.29 - $84.74 $24.9K - $44.7K
10.3K $764K
Activity Summary
Buys All Purchases 128 New Holdings 32 Increased Positions 96 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Bison Wealth, LLC Portfolio

Follow Bison Wealth, LLC 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 Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email