Crescent Grove Advisors, LLC Sells in Q3 2024

Crescent Grove Advisors, LLC

  • $934 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-747
- 9.42%
$62.69 - $73.01 $46.8K - $54.5K
7.18K $516K
ACN
Accenture PLC

Technology
-160
- 11.16%
$295.44 - $355.81 $47.3K - $56.9K
1.27K $450K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-104
- 1.92%
$65.06 - $71.72 $6.77K - $7.46K
5.3K $377K
JNJ
Johnson & Johnson

Healthcare
-382
- 7.6%
$145.48 - $167.38 $55.6K - $63.9K
4.65K $753K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-3.74K
- 4.72%
$11.13 - $12.0 $41.6K - $44.8K
75.5K $905K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-67
- 3.29%
$125.95 - $142.04 $8.44K - $9.52K
1.97K $280K
KBE
Spdr S&P Bank ETF

ETFs
-188
- 3.65%
$45.47 - $54.71 $8.55K - $10.3K
4.97K $262K
MCD
Mcdonalds Corp

Consumer Cyclical
-127
- 9.81%
$245.82 - $304.51 $31.2K - $38.7K
1.17K $355K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-542
- 6.18%
$44.07 - $50.57 $23.9K - $27.4K
8.23K $416K
UNH
Unitedhealth Group Inc

Healthcare
-116
- 8.91%
$488.01 - $604.18 $56.6K - $70.1K
1.19K $693K
VV
Vanguard Large Cap ETF

ETFs
-39
- 1.05%
$236.92 - $263.4 $9.24K - $10.3K
3.67K $965K
HD
Home Depot, Inc.

Consumer Cyclical
-87
- 6.92%
$333.64 - $405.2 $29K - $35.3K
1.17K $474K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.17K
- 6.69%
$256.4 - $289.78 $299K - $338K
16.3K $4.63M
JPM
Jpmorgan Chase & CO

Financial Services
-90
- 1.01%
$194.9 - $224.8 $17.5K - $20.2K
8.79K $1.85M
IWN
Ishares Russell2000 Val ETF

ETFs
-188
- 2.89%
$150.05 - $171.34 $28.2K - $32.2K
6.33K $1.06M
IVE
Ishares S&P 500 Value ETF

ETFs
-145
- 2.05%
$181.06 - $197.17 $26.3K - $28.6K
6.93K $1.37M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-238
- 1.5%
$50.42 - $61.06 $12K - $14.5K
15.6K $951K
SPMD
Spdr Portfolio

ETFs
-572
- 1.53%
$50.29 - $54.92 $28.8K - $31.4K
36.8K $2.01M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.89K
- 3.86%
$58.03 - $65.37 $110K - $124K
47.1K $3.05M
ARKW
Ark Next Generation Internet E

ETFs
-2.6K
- 5.83%
$68.06 - $85.67 $177K - $223K
42K $3.58M
XLI
Industrial Sector Spdr

ETFs
-887
- 5.3%
$120.56 - $135.44 $107K - $120K
15.8K $2.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-578
- 2.3%
$162.64 - $179.3 $94K - $104K
24.5K $4.4M
DVY
Ishares Tr

ETFs
-828
- 5.22%
$119.99 - $135.74 $99.4K - $112K
15K $2.03M
IDV
Ishares Tr

ETFs
-348
- 0.64%
$27.62 - $30.64 $9.61K - $10.7K
53.7K $1.62M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.56K
- 1.25%
$42.54 - $47.97 $66.1K - $74.6K
122K $5.82M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-100
- 0.25%
$41.02 - $46.01 $4.1K - $4.6K
39.2K $1.78M
IBB
Ishares Biotechnology ETF

ETFs
-749
- 1.72%
$135.09 - $149.47 $101K - $112K
42.8K $6.23M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-9.99K
- 7.41%
$39.95 - $45.86 $399K - $458K
125K $5.7M
IWM
Ishares Russell 2000 ETF

ETFs
-298
- 1.32%
$200.87 - $224.6 $59.9K - $66.9K
22.4K $4.94M
IWD
Ishares Russell 1000 Val ETF

ETFs
-47
- 0.16%
$173.36 - $189.8 $8.15K - $8.92K
29.9K $5.68M
SHW
Sherwin Williams CO

Basic Materials
-371
- 4.74%
$294.65 - $384.0 $109K - $142K
7.46K $2.85M
VTI
Vanguard Total Stock Market Et

ETFs
-2.87K
- 3.14%
$255.18 - $283.2 $732K - $812K
88.6K $25.1M
FIS
Fidelity National Information Services, Inc.

Technology
-22.1K
- 7.49%
$72.8 - $85.04 $1.61M - $1.88M
273K $22.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-456
- 0.63%
$117.9 - $128.2 $53.8K - $58.5K
72.4K $9.28M
XLF
Financial Sector Spdr

ETFs
-330
- 0.18%
$40.84 - $45.74 $13.5K - $15.1K
184K $8.34M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.82K
- 3.37%
$520.18 - $576.82 $1.99M - $2.2M
109K $63.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.94K
- 3.12%
$105.53 - $118.34 $627K - $703K
184K $21.6M
AAPL
Apple Inc.

Technology
-1.83K
- 2.23%
$207.23 - $234.82 $379K - $430K
80.4K $18.7M
Activity Summary
Buys All Purchases 91 New Holdings 19 Increased Positions 72 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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