Insigneo Advisory Services, LLC Incresed Positions in Q3 2024

Insigneo Advisory Services, LLC

  • $992 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
46
+ 5.92%
$283.13 - $365.01 $13K - $16.8K
823 $299M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3K
+ 14.73%
$14.94 - $15.76 $44.8K - $47.3K
23.4K $369M
EPD
Enterprise Products Partners L.P.

Energy
1.47K
+ 10.0%
$27.88 - $30.0 $40.8K - $44K
16.1K $469M
ADBE
Adobe Inc.

Technology
40
+ 0.85%
$508.13 - $586.55 $20.3K - $23.5K
4.73K $2.45B
HLN
Haleon PLC

Healthcare
2.24K
+ 6.63%
$8.32 - $10.7 $18.6K - $23.9K
36K $380M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.2K
+ 28.0%
$44.9 - $47.55 $53.8K - $57K
5.48K $259M
IEFA
Ishares Tr

ETFs
280
+ 6.55%
$70.09 - $78.74 $19.6K - $22K
4.56K $356M
LEN
Lennar Corp

Consumer Cyclical
183
+ 14.52%
$142.5 - $192.45 $26.1K - $35.2K
1.44K $271M
TOL
Toll Brothers, Inc.

Consumer Cyclical
35
+ 1.88%
$109.16 - $155.35 $3.82K - $5.44K
1.9K $294M
CDNS
Cadence Design Systems Inc

Technology
50
+ 2.97%
$246.84 - $321.11 $12.3K - $16.1K
1.73K $469M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.29K
+ 6.3%
$23.61 - $24.64 $30.5K - $31.9K
21.8K $534M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
852
+ 4.3%
$49.93 - $51.15 $42.5K - $43.6K
20.7K $1.06B
DHR
Danaher Corp

Healthcare
28
+ 0.61%
$239.25 - $280.76 $6.7K - $7.86K
4.66K $1.29B
IT
Gartner Inc

Technology
28
+ 4.26%
$441.32 - $516.47 $12.4K - $14.5K
686 $348M
OWL
Blue Owl Capital Inc.

Financial Services
132
+ 1.07%
$15.81 - $19.83 $2.09K - $2.62K
12.5K $242M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
49
+ 0.52%
$54.31 - $61.04 $2.66K - $2.99K
9.41K $575M
TECK
Teck Resources LTD

Basic Materials
45
+ 0.83%
$43.48 - $53.4 $1.96K - $2.4K
5.46K $285M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
308
+ 12.61%
$90.87 - $102.43 $28K - $31.5K
2.75K $272M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
2.04K
+ 12.25%
$9.55 - $11.13 $19.5K - $22.7K
18.7K $202M
Bank America Corp
8
+ 1.79%
N/A
456 $580M
QUAL
Ishares Msci Usa Quality Facto

ETFs
24
+ 1.06%
$162.64 - $179.3 $3.9K - $4.3K
2.28K $409M
APTV
Aptiv PLC

Consumer Cyclical
337
+ 5.74%
$65.39 - $74.24 $22K - $25K
6.21K $447M
HUBS
Hubspot Inc

Technology
3
+ 0.59%
$450.09 - $592.58 $1.35K - $1.78K
513 $273M
AVUV
American Centy ETF Tr Avantis

ETFs
6
+ 0.11%
$88.24 - $99.7 $529 - $598
5.62K $539M
IRM
Iron Mountain Inc

Real Estate
26
+ 1.06%
$89.69 - $119.32 $2.33K - $3.1K
2.47K $294M
BRKR
Bruker Corp

Healthcare
182
+ 4.06%
$60.3 - $70.67 $11K - $12.9K
4.66K $322M
IEP
Icahn Enterprises L.P.

Industrials
5.2K
+ 42.26%
$10.02 - $17.78 $52.1K - $92.4K
17.5K $237M
LHX
L3 Harris Technologies, Inc.

Industrials
18
+ 0.66%
$221.96 - $243.27 $4K - $4.38K
2.74K $652M
SHG
Shinhan Financial Group CO LTD

Financial Services
4
+ 0.03%
$34.61 - $34.61 $138 - $138
11.6K $493M
NVS
Novartis Ag

Healthcare
75
+ 1.67%
$106.13 - $120.89 $7.96K - $9.07K
4.56K $524M
Ab Active Etfs Inc
700
+ 12.15%
N/A
6.46K $232M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
19
+ 0.24%
$25.45 - $29.53 $484 - $561
8.06K $235M
SCHW
Schwab Charles Corp

Financial Services
55
+ 0.52%
$61.74 - $76.08 $3.4K - $4.18K
10.7K $693M
STE
Steris PLC

Healthcare
95
+ 5.97%
$213.51 - $247.14 $20.3K - $23.5K
1.69K $409M
LYG
Lloyds Banking Group PLC

Financial Services
7.74K
+ 50.43%
$2.73 - $3.17 $21.1K - $24.5K
23.1K $72.1M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
43
+ 0.79%
$68.53 - $74.13 $2.95K - $3.19K
5.52K $404M
OMFL
Invesco Exchange Traded Self I

ETFs
1
+ 0.02%
$47.65 - $52.99 $47.7 - $53
5.13K $272M
EDOW
First Tr Exchange Traded Fd

ETFs
3
+ 0.04%
$32.74 - $36.1 $98.2 - $108
7.89K $284M
ENFR
Alerian Energy Infrastructure

ETFs
75
+ 0.66%
$26.22 - $28.65 $1.97K - $2.15K
11.4K $323M
AON
Aon PLC

Financial Services
2
+ 0.18%
$293.16 - $351.06 $586 - $702
1.12K $387M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.87K
+ 23.96%
$6.3 - $6.99 $18.1K - $20.1K
14.9K $98.4M
ON
On Semiconductor Corp

Technology
74
+ 1.56%
$66.39 - $78.74 $4.91K - $5.83K
4.82K $350M
SHV
Ishares Tr

ETFs
60
+ 0.17%
$110.05 - $110.63 $6.6K - $6.64K
34.9K $3.86B
VFMF
Vanguard Wellington Fd Us Mult

ETFs
3
+ 0.15%
$119.93 - $131.26 $360 - $394
1.98K $258M
GLDM
World Gold Trust

ETFs
1
+ 0.02%
$46.2 - $53.01 $46.2 - $53
4.47K $233M
ICLR
Icon PLC

Healthcare
195
+ 11.51%
$280.48 - $346.2 $54.7K - $67.5K
1.89K $543M
IEF
Ishares Barclays

ETFs
156
+ 5.13%
$92.67 - $99.14 $14.5K - $15.5K
3.19K $313M
TTEK
Tetra Tech Inc

Industrials
6.65K
+ 398.62%
$45.59 - $237.74 $303K - $1.58M
8.32K $392M
BBD
Bank Bradesco

Financial Services
4.26K
+ 23.85%
$2.18 - $2.92 $9.29K - $12.4K
22.1K $59M
Activity Summary
Buys All Purchases 297 New Holdings 76 Increased Positions 221 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 0 Puts 0
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