Investmark Advisory Group LLC Incresed Positions in Q3 2024

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.07%
$200.87 - $224.6 $201 - $225
1.47K $324K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.43%
$105.53 - $118.34 $1.06K - $1.18K
2.36K $276K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9
+ 0.16%
$41.9 - $48.26 $377 - $434
5.79K $277K
IWN
Ishares Russell2000 Val ETF

ETFs
5
+ 0.31%
$150.05 - $171.34 $750 - $857
1.6K $267K
IBB
Ishares Biotechnology ETF

ETFs
4
+ 0.15%
$135.09 - $149.47 $540 - $598
2.59K $376K
CGUS
Capital Group Core Equity ETF
14
+ 0.14%
$31.19 - $34.33 $437 - $481
10.1K $346K
XOM
Exxon Mobil Corp

Energy
75
+ 1.28%
$109.72 - $119.0 $8.23K - $8.93K
5.92K $694K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.11%
$259.22 - $299.75 $259 - $300
927 $260K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.29%
$283.28 - $314.39 $850 - $943
1.05K $329K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
518
+ 1.11%
$7.86 - $8.77 $4.07K - $4.54K
47.2K $411K
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.13%
$47.6 - $53.31 $286 - $320
4.57K $241K
FENY
Fidelity Covington Tr Msci Ene

ETFs
958
+ 10.78%
$23.09 - $25.75 $22.1K - $24.7K
9.85K $237K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
35
+ 0.19%
$11.52 - $12.52 $403 - $438
18.3K $225K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.36%
$255.18 - $283.2 $766 - $850
842 $238K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.12%
$152.9 - $180.39 $306 - $361
1.69K $294K
Dimensional ETF Trust
3.01K
+ 4.25%
N/A
73.7K $0
XLK
Technology Sector Spdr

ETFs
6
+ 0.17%
$197.34 - $237.68 $1.18K - $1.43K
3.6K $812K
NVDA
Nvidia Corp

Technology
127
+ 0.8%
$98.91 - $134.91 $12.6K - $17.1K
15.9K $1.93M
AMZN
Amazon Com Inc

Consumer Cyclical
70
+ 0.89%
$161.02 - $200.0 $11.3K - $14K
7.95K $1.48M
GOOG
Alphabet Inc.

Communication Services
67
+ 0.77%
$149.54 - $192.66 $10K - $12.9K
8.82K $1.47M
CVX
Chevron Corp

Energy
464
+ 1.87%
$137.88 - $161.97 $64K - $75.2K
25.2K $3.71M
QCOM
Qualcomm Inc

Technology
306
+ 1.05%
$156.12 - $209.64 $47.8K - $64.1K
29.4K $5M
Activity Summary
Buys All Purchases 81 New Holdings 8 Increased Positions 73 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Investmark Advisory Group LLC Portfolio

Follow Investmark Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investmark Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investmark Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email