Great Valley Advisor Group, Inc. Purchases in Q3 2024

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.04K
+ 2.49%
$92.63 - $105.69 $96.3K - $110K
42.8K $4.46M
SRE
Sempra Energy

Utilities
2.53K
+ 55.7%
$74.97 - $84.04 $190K - $213K
7.07K $591K
DYLD
Two Rds Shared Tr Leadershares

ETFs
10.1K
+ 38.29%
$22.42 - $23.04 $227K - $233K
36.6K $838K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
7.35K
+ 34.09%
$28.09 - $30.4 $206K - $223K
28.9K $877K
COPX
Global X Copper Miners ETF

ETFs
5.08K
New
$38.58 - $48.4 $196K - $246K
5.08K $240K
SLV
I Shares Silver Trust

ETFs
6.82K
+ 27.26%
$24.33 - $29.38 $166K - $200K
31.8K $904K
ALL
Allstate Corp

Financial Services
300
+ 4.92%
$158.43 - $192.86 $47.5K - $57.9K
6.4K $1.21M
VXF
Vanguard Extended Market ETF

ETFs
1.13K
+ 43.72%
$163.98 - $182.92 $185K - $206K
3.71K $674K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
4.12K
+ 46.69%
$49.82 - $52.8 $205K - $218K
13K $681K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.33K
New
$38.04 - $45.36 $203K - $242K
5.33K $238K
LEN
Lennar Corp

Consumer Cyclical
1.25K
New
$142.5 - $192.45 $179K - $241K
1.25K $235K
FFIV
F5, Inc.

Technology
1.07K
New
$170.44 - $223.6 $183K - $239K
1.07K $235K
THC
Tenet Healthcare Corp

Healthcare
1.39K
New
$129.27 - $168.03 $179K - $233K
1.39K $230K
PEG
Public Service Enterprise Group Inc

Utilities
736
+ 7.06%
$73.58 - $89.21 $54.2K - $65.7K
11.2K $996K
IOO
Ishares Tr Global 100 ETF

ETFs
2.31K
New
$89.63 - $100.83 $207K - $232K
2.31K $228K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.42K
New
$136.93 - $162.81 $194K - $231K
1.42K $227K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
165
+ 0.94%
$110.06 - $128.44 $18.2K - $21.2K
17.8K $2.27M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.58K
+ 72.92%
$32.65 - $36.69 $182K - $205K
13.2K $481K
NTNX
Nutanix, Inc.

Technology
3.81K
New
$46.0 - $63.19 $175K - $241K
3.81K $225K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.66K
New
$33.89 - $41.64 $192K - $236K
5.66K $225K
CI
Cigna Corp

Healthcare
279
+ 3.51%
$319.12 - $367.1 $89K - $102K
8.23K $2.85M
FDS
Factset Research Systems Inc

Financial Services
486
New
$397.04 - $469.48 $193K - $228K
486 $223K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
194
New
$1015.62 - $1159.62 $197K - $225K
194 $223K
CTAS
Cintas Corp

Industrials
1.09K
New
$201.38 - $819.83 $218K - $890K
1.09K $223K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.28K
New
$86.23 - $103.97 $197K - $237K
2.28K $221K
LSAF
Two Rds Shared Tr

ETFs
2.86K
+ 10.0%
$36.68 - $41.38 $105K - $118K
31.4K $1.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
610
+ 78.81%
$305.34 - $350.41 $186K - $214K
1.38K $477K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.56K
New
$55.06 - $62.25 $196K - $222K
3.56K $219K
ENB
Enbridge Inc

Energy
3.31K
+ 19.65%
$35.27 - $41.18 $117K - $136K
20.2K $818K
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.97K
+ 51.84%
$29.58 - $30.31 $206K - $211K
20.4K $618K
BK
Bank Of New York Mellon Corp

Financial Services
3.05K
New
$59.54 - $72.17 $181K - $220K
3.05K $218K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.58K
+ 14.46%
$91.37 - $101.65 $145K - $161K
12.5K $1.27M
CBRE
Cbre Group, Inc.

Real Estate
1.74K
New
$85.97 - $124.48 $150K - $217K
1.74K $216K
SUB
Ishares Short Term National Mu

ETFs
1.87K
+ 20.95%
$104.3 - $106.3 $195K - $199K
10.8K $1.15M
FNK
First Trust Mid Cap Value Alph

ETFs
3.93K
New
$50.08 - $55.68 $197K - $219K
3.93K $213K
UYG
Proshares Ultra Financials

ETFs
2.78K
New
$62.72 - $77.9 $174K - $216K
2.78K $212K
RDVY
First Trust Rising Dividend Ac

ETFs
887
+ 2.52%
$53.68 - $59.24 $47.6K - $52.5K
36K $2.13M
EQT
Eqt Corp

Energy
5.69K
New
$30.21 - $37.21 $172K - $212K
5.69K $208K
MGK
Vanguard Mega Cap Growth ETF

ETFs
609
+ 37.43%
$285.48 - $330.24 $174K - $201K
2.24K $719K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5K
New
$38.49 - $41.61 $192K - $208K
5K $207K
ETR
Entergy Corp

Utilities
74
+ 0.92%
$104.75 - $131.61 $7.75K - $9.74K
8.09K $1.06M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.4K
+ 2.76%
$45.6 - $46.83 $109K - $112K
89.2K $4.18M
PANW
Palo Alto Networks Inc

Technology
459
+ 2.59%
$294.18 - $368.01 $135K - $169K
18.2K $6.22M
BR
Broadridge Financial Solutions, Inc.

Technology
952
New
$196.56 - $218.55 $187K - $208K
952 $204K
LDOS
Leidos Holdings, Inc.

Technology
1.25K
New
$142.66 - $163.02 $178K - $203K
1.25K $203K
VDC
Vanguard Consumer Staples ETF

ETFs
933
New
$201.77 - $221.32 $188K - $206K
933 $203K
CTVA
Corteva, Inc.

Basic Materials
3.44K
New
$50.72 - $58.78 $174K - $202K
3.44K $202K
RWO
Spdr Dow Jones Global Real Est

ETFs
1.05K
+ 4.19%
$41.23 - $48.48 $43.3K - $50.9K
26.1K $1.24M
FYC
First Trust Small Cap Growth A

ETFs
2.69K
New
$65.44 - $74.98 $176K - $202K
2.69K $200K
Activity Summary
Buys All Purchases 553 New Holdings 75 Increased Positions 478 Sells All Sells 239 Reductions 239 Sold out 0 Options Calls 0 Puts 0
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