Carson Allaria Wealth Management, Ltd. Sells in Q3 2024

Carson Allaria Wealth Management, Ltd.

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LYG
Lloyds Banking Group PLC

Financial Services
-4.43K
- 9.57%
$2.73 - $3.17 $12.1K - $14K
41.8K $130K
FIS
Fidelity National Information Services, Inc.

Technology
-213
- 7.99%
$72.8 - $85.04 $15.5K - $18.1K
2.45K $205K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-42
- 9.86%
$57.22 - $80.08 $2.4K - $3.36K
384 $29K
PM
Philip Morris International Inc.

Consumer Defensive
-180
- 13.16%
$101.25 - $127.45 $18.2K - $22.9K
1.19K $144K
OMC
Omnicom Group Inc.

Communication Services
-242
- 10.16%
$87.69 - $103.9 $21.2K - $25.1K
2.14K $221K
TFC
Truist Financial Corp

Financial Services
-113
- 2.69%
$38.22 - $44.94 $4.32K - $5.08K
4.09K $175K
NEE
Nextera Energy Inc

Utilities
-456
- 12.12%
$69.9 - $84.97 $31.9K - $38.7K
3.31K $279K
UNP
Union Pacific Corp

Industrials
-135
- 5.75%
$221.78 - $256.09 $29.9K - $34.6K
2.21K $544K
PLTR
Palantir Technologies Inc.

Technology
-18
- 1.52%
$24.09 - $37.95 $434 - $683
1.17K $43K
VTR
Ventas, Inc.

Real Estate
-79
- 3.87%
$50.88 - $65.33 $4.02K - $5.16K
1.96K $125K
DUK
Duke Energy Corp

Utilities
-125
- 5.25%
$99.35 - $117.71 $12.4K - $14.7K
2.26K $260K
KO
Coca Cola CO

Consumer Defensive
-200
- 4.42%
$62.69 - $73.01 $12.5K - $14.6K
4.32K $310K
DFAE
Dimensional ETF Tr

ETFs
-676
- 2.35%
$24.46 - $27.82 $16.5K - $18.8K
28K $768K
EIX
Edison International

Utilities
-200
- 6.31%
$71.19 - $87.72 $14.2K - $17.5K
2.97K $258K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-2.17K
- 5.74%
$54.3 - $62.38 $118K - $136K
35.7K $2.23M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.35K
- 4.51%
$51.0 - $57.07 $68.8K - $77K
28.5K $1.59M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-50
- 0.25%
$28.25 - $31.7 $1.41K - $1.59K
19.6K $604K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-107
- 0.42%
$31.05 - $34.29 $3.32K - $3.67K
25.2K $862K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-6.77K
- 5.22%
$30.27 - $34.42 $205K - $233K
123K $4.19M
CAT
Caterpillar Inc

Industrials
-1
- 0.07%
$316.8 - $391.12 $317 - $391
1.43K $560K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.02K
- 2.95%
$85.03 - $94.56 $86.7K - $96.5K
33.6K $3.13M
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.5K
- 4.34%
$53.07 - $62.66 $79.8K - $94.2K
33.2K $2.04M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-681
- 0.45%
$38.51 - $41.69 $26.2K - $28.4K
150K $6.26M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-553
- 0.48%
$21.91 - $26.03 $12.1K - $14.4K
114K $2.93M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.52K
- 1.34%
$56.04 - $62.2 $197K - $219K
260K $16.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.1K
- 0.31%
$48.51 - $52.86 $53.4K - $58.2K
353K $18.6M
Activity Summary
Buys All Purchases 160 New Holdings 55 Increased Positions 105 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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