Curated Wealth Partners LLC Sells in Q3 2024

Curated Wealth Partners LLC

  • $769 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-1.37K
- 10.05%
$148.65 - $191.18 $203K - $261K
12.2K $2.03M
ALL
Allstate Corp

Financial Services
-2.32K
- 33.92%
$158.43 - $192.86 $367K - $447K
4.52K $855K
PEP
Pepsico Inc

Consumer Defensive
-1.46K
- 19.74%
$161.9 - $179.3 $236K - $261K
5.92K $1.01M
ASML
Asml Holding Nv

Technology
-4
- 0.6%
$749.82 - $1098.95 $3K - $4.4K
667 $555K
BAC
Bank Of America Corp

Financial Services
-2.22K
- 6.48%
$36.65 - $44.13 $81.5K - $98.1K
32.1K $1.27M
VTI
Vanguard Total Stock Market Et

ETFs
-420
- 14.78%
$255.18 - $283.2 $107K - $119K
2.42K $685K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-775
- 29.8%
$105.53 - $118.34 $81.8K - $91.7K
1.83K $213K
NVDA
Nvidia Corp

Technology
-22
- 0.08%
$98.91 - $134.91 $2.18K - $2.97K
28.8K $3.5M
VIG
Vanguard Dividend Appreciation

ETFs
-330
- 11.07%
$182.15 - $182.15 $60.1K - $60.1K
2.65K $482K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.46K
- 18.11%
$50.99 - $57.81 $74.4K - $84.4K
6.6K $377K
ROLL
Rbc Bearings Inc

Industrials
-95
- 4.63%
N/A
1.96K $481K
VGT
Vanguard Information Technolog

ETFs
-76
- 1.69%
$514.43 - $606.85 $39.1K - $46.1K
4.43K $2.6M
PARA
Paramount Global

Communication Services
-353
- 2.08%
$9.98 - $11.95 $3.52K - $4.22K
16.6K $176K
AMD
Advanced Micro Devices Inc

Technology
-5
- 0.15%
$128.67 - $183.96 $643 - $920
3.31K $542K
UBER
Uber Technologies, Inc

Technology
-6
- 0.1%
$58.48 - $77.47 $351 - $465
6.23K $468K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 0.67%
$434.77 - $502.96 $8.7K - $10.1K
2.98K $1.46M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-280
- 4.03%
$64.57 - $71.76 $18.1K - $20.1K
6.68K $478K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-3
- 0.06%
$73.55 - $97.62 $221 - $293
5K $479K
ABBV
Abb Vie Inc.

Healthcare
-11
- 0.54%
$163.84 - $199.33 $1.8K - $2.19K
2.02K $398K
OTIS
Otis Worldwide Corp

Industrials
-1
- 0.01%
$91.43 - $104.43 $91.4 - $104
7.49K $778K
MC
Moelis & CO

Financial Services
-374
- 4.16%
$57.14 - $70.62 $21.4K - $26.4K
8.61K $590K
HD
Home Depot, Inc.

Consumer Cyclical
-248
- 7.97%
$333.64 - $405.2 $82.7K - $100K
2.86K $1.16M
PH
Parker Hannifin Corp

Industrials
-21
- 1.35%
$501.01 - $635.92 $10.5K - $13.4K
1.54K $969K
EME
Emcor Group, Inc.

Industrials
-7
- 0.23%
$340.22 - $435.6 $2.38K - $3.05K
3.06K $1.32M
APO
Apollo Global Management, Inc.

Financial Services
-31.8K
- 1.35%
$99.16 - $125.81 $3.16M - $4M
2.33M $291M
ARES
Ares Management Corp

Financial Services
-1.06K
- 0.06%
$133.73 - $158.05 $142K - $168K
1.66M $258M
Activity Summary
Buys All Purchases 50 New Holdings 8 Increased Positions 42 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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