Curtis Advisory Group, LLC New Holdings in Q3 2024

Curtis Advisory Group, LLC

  • $334 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
12.8K
New
$255.18 - $283.2 $3.27M - $3.63M
12.8K $3.63M
IWM
Ishares Russell 2000 ETF

ETFs
5.18K
New
$200.87 - $224.6 $1.04M - $1.16M
5.18K $1.14M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.81K
New
$106.11 - $113.72 $935K - $1M
8.81K $995K
EMB
Ishares Tr

ETFs
8.99K
New
$87.75 - $93.74 $789K - $843K
8.99K $841K
USXF
Ishares Esg Advanced Msci Usa

Technology
6.9K
New
$43.59 - $49.35 $301K - $341K
6.9K $338K
IWC
Russell Micro Cap ETF

ETFs
2.36K
New
$112.21 - $129.46 $265K - $306K
2.36K $291K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.76K
New
$113.45 - $126.18 $200K - $222K
1.76K $222K
NUDM
Nuveen Esg International Devel

ETFs
6.47K
New
$30.15 - $34.01 $195K - $220K
6.47K $217K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.03K
New
$49.77 - $51.95 $201K - $210K
4.03K $209K
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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