Great Valley Advisor Group, Inc. Sells in Q1 2025

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-31
- 0.67%
$120.5 - $145.97 $3.74K - $4.53K
4.59K $605K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-318
- 14.15%
$106.31 - $123.73 $33.8K - $39.3K
1.93K $238K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-276
- 0.17%
N/A
158K $4.03M
FLNG
Flex Lng Ltd.

Energy
-300
- 2.02%
$21.46 - $26.35 $6.44K - $7.91K
14.6K $335K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-203
- 8.8%
$110.12 - $124.59 $22.4K - $25.3K
2.1K $262K
VNQ
Vanguard Specialized Funds Van

ETFs
-96
- 2.63%
$85.55 - $94.34 $8.21K - $9.06K
3.55K $321K
CBRE
Cbre Group, Inc.

Real Estate
-17
- 0.98%
$121.79 - $147.13 $2.07K - $2.5K
1.72K $224K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-532
- 9.03%
$43.6 - $49.84 $23.2K - $26.5K
5.36K $254K
IDXX
Idexx Laboratories Inc

Healthcare
-10
- 2.0%
$406.29 - $469.04 $4.06K - $4.69K
490 $205K
American Healthcare Reit Inc
-552
- 5.64%
N/A
9.23K $0
Lam Research Corp
-3.55K
- 19.26%
N/A
14.9K $0
Pimco ETF Tr
-1.35K
- 0.44%
N/A
306K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-59
- 0.37%
N/A
15.7K $0
Blackrock Inc
-63
- 1.61%
N/A
3.86K $0
Solventum Corp
-237
- 6.34%
N/A
3.5K $0
Labcorp Holdings Inc
-100
- 4.12%
N/A
2.33K $0
TAFI
Ab Active Etfs Inc Tax Aware S
-4.14K
- 14.81%
N/A
23.8K $0
NFTY
First Tr Alphadex Fd Ii India
-172K
- 97.53%
N/A
4.35K $0
Kenvue Inc
-197
- 1.57%
N/A
12.3K $0
GCT
Giga Cloud Technology Inc.

Technology
-5.54K
- 31.59%
N/A
12K $0
Strategic Trust
-31.5K
- 63.53%
N/A
18.1K $0
Super Micro Computer Inc
-16.5K
- 15.83%
N/A
87.8K $0
Grayscale Ethereum Mini Tr E
-272
- 1.22%
N/A
22K $0
IDVO
Amplify ETF Tr Intl Enhanced D
-29.1K
- 4.14%
N/A
674K $0
Rbb Fd Inc
-1K
- 8.34%
N/A
11K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-8K
- 27.71%
N/A
20.9K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-44
- 1.68%
$105.1 - $109.61 $4.62K - $4.82K
2.57K $279K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
-1.59K
- 19.67%
N/A
6.48K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
-542
- 3.25%
N/A
16.1K $0
Annaly Capital Management In
-316
- 3.1%
N/A
9.89K $0
Astera Labs Inc
-2.69K
- 39.99%
N/A
4.03K $0
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-117
- 0.64%
$49.22 - $51.73 $5.76K - $6.05K
18.3K $923K
First Tr Exchange Traded Fd
-12.6K
- 9.22%
N/A
125K $0
DRI
Darden Restaurants Inc

Consumer Cyclical
-181
- 9.89%
$180.02 - $208.56 $32.6K - $37.7K
1.65K $342K
OTIS
Otis Worldwide Corp

Industrials
-274
- 9.58%
$90.77 - $104.01 $24.9K - $28.5K
2.59K $266K
HOOD
Robinhood Markets, Inc.

Technology
-634
- 9.77%
$35.63 - $65.28 $22.6K - $41.4K
5.85K $243K
EMLP
First Tr Exchange Traded Iv

ETFs
-306
- 4.28%
$35.79 - $38.28 $11K - $11.7K
6.84K $256K
BK
Bank Of New York Mellon Corp

Financial Services
-214
- 6.7%
$75.42 - $88.95 $16.1K - $19K
2.98K $249K
BR
Broadridge Financial Solutions, Inc.

Technology
-34
- 3.48%
$221.46 - $244.83 $7.53K - $8.32K
944 $228K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-250
- 1.16%
$113.59 - $123.29 $28.4K - $30.8K
21.2K $2.47M
ITA
Ishares Tr

ETFs
-101
- 3.11%
$144.84 - $159.5 $14.6K - $16.1K
3.15K $482K
DVY
Ishares Tr

ETFs
-33
- 0.7%
$128.58 - $138.1 $4.24K - $4.56K
4.72K $633K
WTRG
Essential Utilities, Inc.

Utilities
-474
- 5.29%
$33.49 - $40.57 $15.9K - $19.2K
8.49K $335K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-20
- 0.88%
$96.27 - $116.36 $1.93K - $2.33K
2.26K $262K
PAYX
Paychex Inc

Industrials
-115
- 5.24%
$136.06 - $154.52 $15.6K - $17.8K
2.08K $320K
EEM
Ishares Msci Emerging Markets

ETFs
-7
- 0.1%
$40.81 - $45.34 $286 - $317
7K $305K
IRT
Independence Realty Trust, Inc.

Real Estate
-748
- 3.65%
$18.23 - $21.8 $13.6K - $16.3K
19.7K $419K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-367
- 2.97%
$61.46 - $66.32 $22.6K - $24.3K
12K $787K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-358
- 1.81%
$40.27 - $42.11 $14.4K - $15.1K
19.4K $817K
Activity Summary
Buys All Purchases 464 New Holdings 79 Increased Positions 385 Sells All Sells 364 Reductions 364 Sold out 0 Options Calls 0 Puts 0
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