Great Valley Advisor Group, Inc. Sells in Q3 2024

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-950K
- 70.74%
$25.19 - $26.39 $23.9M - $25.1M
393K $10.3M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-793K
- 60.94%
$23.04 - $24.06 $18.3M - $19.1M
508K $12.2M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-600K
- 93.49%
$28.45 - $30.18 $17.1M - $18.1M
41.8K $1.26M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-311K
- 93.71%
$26.14 - $27.97 $8.14M - $8.71M
20.9K $575K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-79.1K
- 32.78%
$75.88 - $83.21 $6.01M - $6.59M
162K $13.5M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-79.3K
- 93.06%
$50.77 - $57.17 $4.03M - $4.54M
5.92K $338K
GOOGL
Alphabet Inc.

Communication Services
-3.27K
- 2.05%
$148.65 - $191.18 $485K - $624K
156K $25.9M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-25.2K
- 50.97%
$91.43 - $117.51 $2.31M - $2.96M
24.3K $2.57M
NVDA
Nvidia Corp

Technology
-1.6K
- 0.14%
$98.91 - $134.91 $159K - $216K
1.12M $136M
KMB
Kimberly Clark Corp

Consumer Defensive
-17.1K
- 49.32%
$135.05 - $148.35 $2.31M - $2.54M
17.6K $2.5M
CMCSA
Comcast Corp

Communication Services
-59.6K
- 58.1%
$37.33 - $41.78 $2.23M - $2.49M
43K $1.8M
ROBO
Robo Global Robotics And Autom

ETFs
-39.5K
- 63.13%
$50.56 - $58.65 $2M - $2.32M
23.1K $1.32M
RY
Royal Bank Of Canada

Financial Services
-21.6K
- 63.97%
$105.65 - $124.73 $2.28M - $2.69M
12.2K $1.52M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-9.38K
- 23.44%
$169.92 - $205.38 $1.59M - $1.93M
30.6K $5.86M
PFE
Pfizer Inc

Healthcare
-72.9K
- 37.97%
$27.7 - $31.39 $2.02M - $2.29M
119K $3.45M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-98K
- 11.01%
$27.8 - $29.26 $2.72M - $2.87M
792K $23M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-4.42K
- 8.17%
$211.47 - $281.27 $934K - $1.24M
49.6K $12.2M
UPS
United Parcel Service Inc

Industrials
-13.7K
- 39.35%
$123.32 - $147.38 $1.68M - $2.01M
21K $2.87M
SNY
Sanofi

Healthcare
-43.7K
- 60.94%
$48.54 - $58.53 $2.12M - $2.56M
28K $1.61M
UNP
Union Pacific Corp

Industrials
-9.11K
- 36.16%
$221.78 - $256.09 $2.02M - $2.33M
16.1K $3.96M
CSCO
Cisco Systems, Inc.

Technology
-45.6K
- 36.66%
$44.74 - $53.22 $2.04M - $2.43M
78.8K $4.19M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-16.9K
- 62.75%
$100.75 - $111.62 $1.71M - $1.89M
10.1K $1.1M
USB
Us Bancorp \De\

Financial Services
-51.3K
- 44.82%
$39.04 - $47.23 $2M - $2.42M
63.2K $2.89M
BA
Boeing CO

Industrials
-6.08K
- 25.14%
$152.04 - $190.6 $924K - $1.16M
18.1K $2.75M
VZ
Verizon Communications Inc

Communication Services
-47K
- 36.04%
$38.89 - $45.0 $1.83M - $2.11M
83.4K $3.74M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4.99K
- 49.35%
$233.4 - $302.36 $1.16M - $1.51M
5.12K $1.39M
SHV
Ishares Tr

ETFs
-12.2K
- 35.5%
$110.05 - $110.63 $1.34M - $1.35M
22.2K $2.46M
XLC
Select Sector Spdr Tr Communic

ETFs
-16.7K
- 27.58%
$82.16 - $90.4 $1.37M - $1.51M
43.8K $3.96M
NVO
Novo Nordisk A S

Healthcare
-1.95K
- 5.29%
$119.07 - $145.42 $232K - $284K
34.9K $4.16M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-17.4K
- 80.98%
$60.7 - $67.83 $1.05M - $1.18M
4.08K $276K
QUAD
Quad/Graphics, Inc.

Industrials
-61.1K
- 7.52%
$4.19 - $6.23 $256K - $381K
752K $3.41M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-19.6K
- 71.25%
$48.06 - $49.39 $944K - $970K
7.93K $390K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-20.7K
- 77.84%
$41.58 - $46.45 $859K - $960K
5.88K $264K
XLK
Technology Sector Spdr

ETFs
-3.92K
- 6.9%
$197.34 - $237.68 $774K - $932K
52.9K $11.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.5K
- 21.37%
$94.31 - $103.26 $1.08M - $1.19M
42.2K $4.33M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-28.7K
- 9.77%
$59.93 - $66.52 $1.72M - $1.91M
265K $17.7M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.2K
- 9.26%
$520.18 - $576.82 $1.67M - $1.85M
31.4K $18.1M
SQ
Block, Inc.

Technology
-14.8K
- 22.71%
$57.21 - $72.07 $849K - $1.07M
50.5K $3.39M
CAT
Caterpillar Inc

Industrials
-4.15K
- 28.7%
$316.8 - $391.12 $1.31M - $1.62M
10.3K $4.03M
MGC
Vanguard Mega Cap ETF

ETFs
-6.43K
- 8.98%
$185.93 - $206.64 $1.2M - $1.33M
65.1K $13.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-12.5K
- 70.89%
$50.32 - $50.75 $630K - $635K
5.14K $260K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4.07K
- 47.55%
$178.41 - $210.18 $726K - $855K
4.49K $890K
RTX
Raytheon Technologies Corp

Industrials
-9.29K
- 34.23%
$99.55 - $123.34 $924K - $1.15M
17.8K $2.16M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-19.3K
- 28.04%
$28.75 - $29.46 $554K - $568K
49.5K $1.45M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.05K
- 55.37%
$113.01 - $154.34 $345K - $471K
2.46K $312K
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.26K
- 18.6%
$194.66 - $225.97 $441K - $512K
9.91K $2.18M
XLE
Energy Sector Spdr

ETFs
-2.54K
- 4.6%
$84.35 - $93.39 $214K - $237K
52.7K $4.63M
MRNA
Moderna, Inc.

Healthcare
-95
- 1.29%
$63.64 - $125.14 $6.05K - $11.9K
7.25K $484K
SLB
Schlumberger Limited

Energy
-6.45K
- 31.5%
$39.57 - $49.67 $255K - $320K
14K $588K
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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