Great Valley Advisor Group, Inc. Sells in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-421
- 5.31%
$48.33 - $49.08 $20.3K - $20.7K
7.51K $363K
VGSH
Vanguard

ETFs
-174
- 0.87%
$58.02 - $58.88 $10.1K - $10.2K
19.9K $1.16M
LNT
Alliant Energy Corp

Utilities
-279
- 4.83%
$56.24 - $63.63 $15.7K - $17.8K
5.5K $325K
D
Dominion Energy, Inc

Utilities
-113
- 2.45%
$52.63 - $60.92 $5.95K - $6.88K
4.49K $241K
MNST
Monster Beverage Corp

Consumer Defensive
-555
- 3.79%
$49.24 - $56.38 $27.3K - $31.3K
14.1K $740K
PRU
Prudential Financial Inc

Financial Services
-25
- 0.32%
$114.59 - $129.52 $2.86K - $3.24K
7.74K $917K
FIS
Fidelity National Information Services, Inc.

Technology
-86
- 1.68%
$80.14 - $90.95 $6.89K - $7.82K
5.02K $405K
FEP
First Trust Europe Alphadex Fu

ETFs
-45
- 0.7%
$35.46 - $38.46 $1.6K - $1.73K
6.4K $229K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-257
- 2.19%
$20.04 - $22.53 $5.15K - $5.79K
11.5K $232K
TDIV
First Trust Nasdaq Technology

ETFs
-45
- 0.5%
$78.03 - $82.13 $3.51K - $3.7K
8.91K $698K
ACTV
Two Rds Shared Tr Leadershares

ETFs
-14
- 0.09%
$32.03 - $34.73 $448 - $486
15.5K $504K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-140
- 3.95%
$123.69 - $133.68 $17.3K - $18.7K
3.41K $425K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-910
- 8.64%
$50.63 - $59.0 $46.1K - $53.7K
9.62K $520K
FDL
First Tr Morningstar Dividend

ETFs
-145
- 2.26%
$39.59 - $43.95 $5.74K - $6.37K
6.28K $252K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-160
- 1.37%
$97.11 - $104.1 $15.5K - $16.7K
11.6K $1.13M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
-1.5K
- 11.39%
$16.22 - $18.28 $24.3K - $27.4K
11.7K $209K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-347
- 5.86%
$56.7 - $62.15 $19.7K - $21.6K
5.57K $324K
ARCC
Ares Capital Corp

Financial Services
-1.36K
- 7.6%
$20.74 - $22.27 $28.2K - $30.3K
16.5K $362K
FJP
First Trust Japan Alphadex Fun

ETFs
-24
- 0.56%
$50.22 - $54.42 $1.21K - $1.31K
4.28K $221K
FSMD
Fidelity Covington Tr Small Mi

ETFs
-224
- 1.33%
$40.75 - $44.85 $9.13K - $10K
16.6K $685K
SAP
Sap Se

Technology
-158
- 9.63%
$218.13 - $255.54 $34.5K - $40.4K
1.48K $364K
IOO
Ishares Tr Global 100 ETF

ETFs
-143
- 6.2%
$97.46 - $103.45 $13.9K - $14.8K
2.16K $217K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-13
- 6.7%
$1146.59 - $1270.6 $14.9K - $16.5K
181 $214K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-4
- 0.07%
$43.44 - $45.05 $174 - $180
5.69K $247K
CMI
Cummins Inc

Industrials
-231
- 8.14%
$324.93 - $383.42 $75.1K - $88.6K
2.61K $909K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-92
- 2.75%
$103.6 - $112.52 $9.53K - $10.4K
3.25K $341K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-4.04K
- 28.01%
$7.33 - $12.37 $29.6K - $50K
10.4K $110K
TRV
Travelers Companies, Inc.

Financial Services
-112
- 3.99%
$225.97 - $266.66 $25.3K - $29.9K
2.69K $648K
FITB
Fifth Third Bancorp

Financial Services
-37
- 0.46%
$41.76 - $48.44 $1.55K - $1.79K
8.08K $341K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-28
- 0.56%
$57.38 - $61.11 $1.61K - $1.71K
4.94K $288K
MAR
Marriott International Inc

Consumer Cyclical
-190
- 12.04%
$246.06 - $292.59 $46.8K - $55.6K
1.39K $387K
IWR
Ishares Russell Mid Cap ETF

ETFs
-105
- 0.66%
$87.25 - $95.52 $9.16K - $10K
15.7K $1.39M
KBE
Spdr S&P Bank ETF

ETFs
-400
- 5.54%
$51.33 - $62.76 $20.5K - $25.1K
6.83K $378K
IYJ
Ishares Tr

ETFs
-13
- 0.66%
$132.97 - $143.93 $1.73K - $1.87K
1.96K $261K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-24
- 0.37%
$60.51 - $65.57 $1.45K - $1.57K
6.5K $395K
MCO
Moodys Corp

Financial Services
-2
- 0.23%
$454.04 - $500.88 $908 - $1K
879 $416K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
-393
- 3.55%
$2.99 - $3.34 $1.18K - $1.31K
10.7K $33K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-507
- 2.6%
$13.54 - $14.25 $6.86K - $7.22K
19K $265K
Astera Labs Inc
-611
- 8.34%
N/A
6.71K $0
Solventum Corp
-3.05K
- 44.92%
N/A
3.74K $0
YEAR
Ab Active Etfs Inc Ultra Short
-2.33K
- 15.19%
N/A
13K $0
American Healthcare Reit Inc
-3.35K
- 25.51%
N/A
9.78K $0
Fidelity Wise Origin Bitcoin
-47
- 0.3%
N/A
15.4K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-583
- 3.38%
N/A
16.7K $0
Labcorp Holdings Inc
-35
- 1.42%
N/A
2.43K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-4.16K
- 12.21%
N/A
29.9K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-11.2K
- 28.02%
N/A
28.9K $0
Kenvue Inc
-1.88K
- 13.05%
N/A
12.5K $0
Ge Healthcare Technologies I
-475
- 11.0%
N/A
3.85K $0
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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