Investmark Advisory Group LLC Purchases and Sells in Q3 2024

Investmark Advisory Group LLC

$202 Million
Q3 2024

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PM	16.5K + 51.52%	$101.25 - $127.45 $1.67M - $2.1M	48.5K $5.89M
DFUV	11.4K + 2.39%	$38.51 - $41.69 $440K - $476K	490K $20.4M
MO	17.1K + 28.28%	$45.95 - $54.71 $787K - $937K	77.7K $3.97M
AAPL	20 + 0.04%	$207.23 - $234.82 $4.14K - $4.7K	47K $11M
DFUS	2.81K + 1.19%	$56.04 - $62.2 $157K - $175K	239K $14.9M
HD	153 + 1.18%	$333.64 - $405.2 $51K - $62K	13.1K $5.31M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDLZ	12K New	$64.35 - $75.71 $773K - $909K	12K $884K
FPE	14.6K New	$17.35 - $18.22 $253K - $265K	14.6K $263K
IVT	7.97K New	$24.41 - $29.87 $194K - $238K	7.97K $225K
ARES	1.43K New	$133.73 - $158.05 $191K - $226K	1.43K $223K
IXJ	2.07K New	$91.63 - $101.25 $189K - $209K	2.07K $202K
AMERICAN HEALTHCARE REIT INC	10.6K New	N/A	10.6K $0

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EELV	-10.1K - 35.44%	$23.54 - $26.35 $239K - $267K	18.5K $481K
MSFT	-14 - 0.2%	$395.15 - $467.56 $5.53K - $6.55K	6.83K $2.94M
PFF	-4.33K - 20.87%	$31.18 - $33.5 $135K - $145K	16.4K $545K
VBK	-619 - 11.54%	$240.48 - $267.94 $149K - $166K	4.74K $1.27M
ICLN	-4.88K - 31.44%	$13.26 - $14.77 $64.7K - $72K	10.6K $156K
DIS	-217 - 8.19%	$85.6 - $98.61 $18.6K - $21.4K	2.43K $234K

Activity Summary All Purchases 81 New Holdings 8 Increased Positions 73 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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