Evolution Wealth Advisors, LLC New Holdings in Q3 2024

Evolution Wealth Advisors, LLC

  • $545 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
847
New
$520.18 - $576.82 $441K - $489K
847 $488K
IREN
Iris Energy LTD

Financial Services
44.1K
New
$6.44 - $15.03 $284K - $662K
44.1K $371K
BJUL
Innovator U.S. Equity Buffer E

ETFs
5.7K
New
$40.26 - $43.68 $229K - $249K
5.7K $248K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.38K
New
$162.64 - $179.3 $224K - $247K
1.38K $246K
UNH
Unitedhealth Group Inc

Healthcare
413
New
$488.01 - $604.18 $202K - $250K
413 $241K
SHOP
Shopify Inc.

Technology
2.74K
New
$52.26 - $80.75 $143K - $221K
2.74K $219K
IAU
Ishares Gold Trust

ETFs
4.19K
New
$44.06 - $50.5 $185K - $212K
4.19K $208K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.18K
New
$90.01 - $95.32 $196K - $208K
2.18K $205K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.44K
New
$52.27 - $60.45 $180K - $208K
3.44K $203K
XLI
Industrial Sector Spdr

ETFs
1.48K
New
$120.56 - $135.44 $179K - $201K
1.48K $200K
Activity Summary
Buys All Purchases 49 New Holdings 10 Increased Positions 39 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 1 Puts 3
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