Cra Financial Services, LLC Sells in Q3 2024

Cra Financial Services, LLC

  • $519 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PDEC
Innovator U.S. Equity Power Bu
-5.15K
- 10.84%
N/A
42.3K $0
Fidelity Covington Trust
-1.17K
- 4.3%
N/A
26.1K $0
ESGA
American Centy ETF Tr Sustaina

Technology
-100
- 2.14%
$63.64 - $70.3 $6.36K - $7.03K
4.58K $321K
AVUS
American Centy ETF Tr Avantis

ETFs
-50
- 1.97%
$86.27 - $95.15 $4.31K - $4.76K
2.49K $236K
V
Visa Inc.

Financial Services
-705
- 4.19%
$253.74 - $291.56 $179K - $206K
16.1K $4.43M
VGT
Vanguard Information Technolog

ETFs
-16
- 0.62%
$514.43 - $606.85 $8.23K - $9.71K
2.55K $1.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-50
- 1.48%
$175.46 - $203.3 $8.77K - $10.2K
3.32K $673K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-200
- 1.43%
$45.87 - $48.53 $9.17K - $9.71K
13.8K $665K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-50
- 0.89%
$84.81 - $93.54 $4.24K - $4.68K
5.59K $513K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-375
- 2.92%
$37.33 - $40.63 $14K - $15.2K
12.5K $506K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-50
- 0.54%
$38.51 - $41.69 $1.93K - $2.08K
9.14K $381K
T
At&T Inc.

Communication Services
-732
- 5.81%
$18.21 - $22.28 $13.3K - $16.3K
11.9K $260K
MO
Altria Group, Inc.

Consumer Defensive
-177
- 3.2%
$45.95 - $54.71 $8.13K - $9.68K
5.35K $273K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-100
- 7.34%
$156.14 - $187.2 $15.6K - $18.7K
1.26K $233K
EXC
Exelon Corp

Utilities
-465
- 6.55%
$34.24 - $40.55 $15.9K - $18.9K
6.63K $268K
PM
Philip Morris International Inc.

Consumer Defensive
-421
- 11.33%
$101.25 - $127.45 $42.6K - $53.7K
3.3K $399K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-50
- 1.76%
$111.9 - $124.28 $5.6K - $6.21K
2.79K $344K
XLF
Financial Sector Spdr

ETFs
-121
- 1.7%
$40.84 - $45.74 $4.94K - $5.53K
7K $317K
CSCO
Cisco Systems, Inc.

Technology
-749
- 6.34%
$44.74 - $53.22 $33.5K - $39.9K
11.1K $588K
PG
Procter & Gamble CO

Consumer Defensive
-395
- 3.38%
$160.76 - $177.82 $63.5K - $70.2K
11.3K $1.96M
GS
Goldman Sachs Group Inc

Financial Services
-8
- 1.06%
$459.02 - $510.25 $3.67K - $4.08K
749 $370K
ABT
Abbott Laboratories

Healthcare
-150
- 3.03%
$100.07 - $118.13 $15K - $17.7K
4.81K $548K
PEP
Pepsico Inc

Consumer Defensive
-39
- 0.48%
$161.9 - $179.3 $6.31K - $6.99K
8.05K $1.37M
IWM
Ishares Russell 2000 ETF

ETFs
-120
- 3.46%
$200.87 - $224.6 $24.1K - $27K
3.35K $739K
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.08%
$201.87 - $242.35 $202 - $242
1.21K $284K
PPL
Ppl Corp

Utilities
-700
- 6.25%
$27.36 - $33.08 $19.2K - $23.2K
10.5K $347K
ORCL
Oracle Corp

Technology
-109
- 5.26%
$125.9 - $170.35 $13.7K - $18.6K
1.96K $334K
PEG
Public Service Enterprise Group Inc

Utilities
-200
- 4.92%
$73.58 - $89.21 $14.7K - $17.8K
3.86K $344K
BLK
Black Rock Inc.

Financial Services
-11
- 3.14%
$782.27 - $949.51 $8.6K - $10.4K
339 $321K
SBUX
Starbucks Corp

Consumer Cyclical
-10
- 0.35%
$72.51 - $98.6 $725 - $986
2.88K $280K
IWD
Ishares Russell 1000 Val ETF

ETFs
-72
- 1.58%
$173.36 - $189.8 $12.5K - $13.7K
4.48K $850K
RTX
Raytheon Technologies Corp

Industrials
-58
- 1.5%
$99.55 - $123.34 $5.77K - $7.15K
3.82K $462K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-163
- 1.64%
$117.9 - $128.2 $19.2K - $20.9K
9.75K $1.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-764
- 2.38%
$46.9 - $51.96 $35.8K - $39.7K
31.3K $1.61M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-837
- 2.55%
$75.47 - $83.18 $63.2K - $69.6K
32K $2.66M
KO
Coca Cola CO

Consumer Defensive
-51
- 0.37%
$62.69 - $73.01 $3.2K - $3.72K
13.8K $989K
JNJ
Johnson & Johnson

Healthcare
-84
- 0.82%
$145.48 - $167.38 $12.2K - $14.1K
10.1K $1.64M
WMT
Walmart Inc.

Consumer Defensive
-619
- 3.94%
$66.91 - $81.4 $41.4K - $50.4K
15.1K $1.22M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1K
- 3.8%
$105.53 - $118.34 $106K - $119K
25.4K $2.97M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-100
- 0.59%
$97.19 - $109.09 $9.72K - $10.9K
16.9K $1.83M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-363
- 0.68%
$59.93 - $66.52 $21.8K - $24.1K
53K $3.53M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-21
- 0.07%
$71.86 - $78.56 $1.51K - $1.65K
29.9K $2.35M
HDV
Ishares Core High Dividend ETF

ETFs
-432
- 1.62%
$107.62 - $118.76 $46.5K - $51.3K
26.2K $3.08M
IBM
International Business Machines Corp

Technology
-16
- 0.35%
$175.1 - $223.38 $2.8K - $3.57K
4.5K $995K
UNH
Unitedhealth Group Inc

Healthcare
-19
- 0.61%
$488.01 - $604.18 $9.27K - $11.5K
3.11K $1.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.16K
- 1.46%
$57.32 - $62.65 $66.5K - $72.7K
78.5K $4.89M
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.12%
$163.84 - $199.33 $2.29K - $2.79K
11.3K $2.24M
TSLA
Tesla, Inc.

Consumer Cyclical
-521
- 6.76%
$191.76 - $263.26 $99.9K - $137K
7.19K $1.88M
MA
Mastercard Inc

Financial Services
-14
- 0.2%
$429.6 - $500.99 $6.01K - $7.01K
7.16K $3.54M
Activity Summary
Buys All Purchases 111 New Holdings 22 Increased Positions 89 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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