Iag Wealth Partners, LLC Sells in Q3 2024

Iag Wealth Partners, LLC

  • $535 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
-356
- 12.51%
$54.63 - $63.96 $19.4K - $22.8K
2.49K $155K
FIS
Fidelity National Information Services, Inc.

Technology
-130
- 10.74%
$72.8 - $85.04 $9.46K - $11.1K
1.08K $90K
LOW
Lowes Companies Inc

Consumer Cyclical
-18
- 24.32%
$213.3 - $270.78 $3.84K - $4.87K
56 $15K
Ge Vernova
-24
- 68.57%
N/A
11 $0
FNDX
Schwab Fundamental U S Large C

ETFs
-24
- 6.09%
$65.36 - $71.76 $1.57K - $1.72K
370 $26K
Ge Healthcare
-12
- 46.15%
N/A
14 $0
KO
Coca Cola CO

Consumer Defensive
-58
- 12.47%
$62.69 - $73.01 $3.64K - $4.23K
407 $29K
UAL
United Airlines Holdings, Inc.

Industrials
-43
- 16.23%
$37.88 - $58.85 $1.63K - $2.53K
222 $12K
Net Lease
-10
- 50.0%
N/A
10 $0
BMY
Bristol Myers Squibb CO

Healthcare
-79
- 19.08%
$39.66 - $51.75 $3.13K - $4.09K
335 $17K
VGT
Vanguard Information Technolog

ETFs
-3
- 1.94%
$514.43 - $606.85 $1.54K - $1.82K
152 $89K
Solventum Corp
-39
- 29.55%
N/A
93 $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3
- 2.26%
$162.83 - $179.16 $488 - $537
130 $23K
NAVI
Navient Corp

Financial Services
-112
- 3.28%
$14.08 - $16.93 $1.58K - $1.9K
3.3K $51K
IEFA
Ishares Tr

ETFs
-18
- 2.4%
$70.09 - $78.74 $1.26K - $1.42K
731 $57K
REET
Ishares Global Reit ETF

ETFs
-390
- 9.81%
$23.07 - $27.17 $9K - $10.6K
3.58K $95K
WMT
Walmart Inc.

Consumer Defensive
-108
- 11.83%
$66.91 - $81.4 $7.23K - $8.79K
805 $65K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-9.66K
- 5.26%
$63.28 - $70.06 $612K - $677K
174K $12.2M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-105
- 5.08%
$108.44 - $120.37 $11.4K - $12.6K
1.96K $236K
URI
United Rentals, Inc.

Industrials
-4
- 5.06%
$627.41 - $814.1 $2.51K - $3.26K
75 $60K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-9
- 0.3%
$50.37 - $55.21 $453 - $497
2.94K $160K
FEX
First Tr Large Cap Core Alphde

ETFs
-30
- 1.49%
$94.21 - $104.17 $2.83K - $3.13K
1.99K $206K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-709
- 3.53%
$81.1 - $89.18 $57.5K - $63.2K
19.4K $1.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 4.59%
$245.82 - $304.51 $4.67K - $5.79K
395 $120K
MMM
3 M CO

Industrials
-20
- 3.61%
$99.69 - $139.42 $1.99K - $2.79K
534 $72K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-164
- 4.79%
$105.53 - $118.34 $17.3K - $19.4K
3.26K $381K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
-953
- 3.79%
$51.71 - $57.4 $49.3K - $54.7K
24.2K $1.39M
VTI
Vanguard Total Stock Market Et

ETFs
-143
- 3.05%
$255.18 - $283.2 $36.5K - $40.5K
4.54K $1.29M
EXAS
Exact Sciences Corp

Healthcare
-125
- 7.18%
$42.43 - $70.83 $5.3K - $8.85K
1.62K $109K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-496
- 2.92%
$75.47 - $83.18 $37.4K - $41.3K
16.5K $1.37M
JSML
Janus Detroit Str Tr Henderson

ETFs
-89
- 0.81%
$58.37 - $65.4 $5.19K - $5.82K
10.9K $714K
AVDV
American Centy ETF Tr Avantis

ETFs
-512
- 2.79%
$62.52 - $71.12 $32K - $36.4K
17.9K $1.26M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-973
- 2.58%
$39.43 - $44.82 $38.4K - $43.6K
36.7K $1.65M
ORCL
Oracle Corp

Technology
-42
- 1.5%
$125.9 - $170.35 $5.29K - $7.15K
2.75K $469K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-51
- 0.49%
$77.23 - $87.97 $3.94K - $4.49K
10.4K $906K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-402
- 0.88%
$30.61 - $34.92 $12.3K - $14K
45.2K $1.56M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.8K
- 0.6%
$50.15 - $51.27 $90.1K - $92.1K
296K $15.2M
BBSC
Jp Morgan Exc Trd Tr Betabuild
-309
- 0.98%
$60.57 - $68.02 $18.7K - $21K
31.2K $2.1M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-278
- 0.73%
$65.4 - $72.79 $18.2K - $20.2K
37.6K $2.73M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-71
- 0.41%
$108.3 - $128.14 $7.69K - $9.1K
17.4K $2.17M
RODM
Hartford Multifactor Developed

ETFs
-6.49K
- 3.9%
$27.35 - $30.82 $178K - $200K
160K $4.88M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-843
- 1.37%
$71.9 - $79.86 $60.6K - $67.3K
60.9K $4.84M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-5.72K
- 1.65%
$27.15 - $30.78 $155K - $176K
340K $10.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.02K
- 2.34%
$520.18 - $576.82 $531K - $588K
42.6K $24.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.51K
- 0.21%
$60.84 - $67.51 $92.1K - $102K
719K $48.6M
Activity Summary
Buys All Purchases 137 New Holdings 40 Increased Positions 97 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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