Keel Point, LLC Sells in Q3 2024

Keel Point, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-12.2K
- 54.91%
$434.77 - $502.96 $5.3M - $6.13M
10K $4.89M
EEM
Ishares Msci Emerging Markets

ETFs
-100K
- 30.4%
$40.42 - $46.7 $4.05M - $4.68M
230K $10.5M
CVS
Cvs Health Corp

Healthcare
-55.8K
- 92.47%
$55.81 - $63.18 $3.12M - $3.53M
4.55K $285K
BNDX
Vanguard Total International B

ETFs
-44.8K
- 91.52%
$48.42 - $50.35 $2.17M - $2.26M
4.15K $208K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-16.6K
- 34.95%
$106.11 - $113.72 $1.76M - $1.89M
31K $3.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5.41K
- 11.31%
$332.02 - $382.76 $1.8M - $2.07M
42.4K $15.9M
IEMG
Ishares Inc

ETFs
-22.8K
- 28.43%
$53.64 - $53.64 $1.22M - $1.22M
57.4K $3.08M
ITA
Ishares Tr

ETFs
-6.63K
- 71.8%
$131.58 - $149.64 $872K - $992K
2.6K $389K
QCOM
Qualcomm Inc

Technology
-102
- 0.37%
$156.12 - $209.64 $15.9K - $21.4K
27.8K $4.72M
INDA
Ishares Msci India Index Fund

ETFs
-13.8K
- 58.58%
$54.86 - $59.22 $757K - $818K
9.76K $571K
ACWI
Ishares Msci Acwi ETF

ETFs
-7.08K
- 19.51%
$107.24 - $119.84 $760K - $849K
29.2K $3.49M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-10.2K
- 31.55%
$60.13 - $68.17 $612K - $694K
22.1K $1.5M
FDX
Fedex Corp

Industrials
-211
- 1.29%
$254.64 - $313.52 $53.7K - $66.2K
16.1K $4.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.2K
- 26.02%
$162.64 - $179.3 $521K - $574K
9.1K $1.63M
VUG
Vanguard Growth ETF

ETFs
-1.25K
- 19.92%
$341.08 - $391.94 $427K - $491K
5.03K $1.93M
ASML
Asml Holding Nv

Technology
-56
- 4.69%
$749.82 - $1098.95 $42K - $61.5K
1.14K $948K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-2.81K
- 52.16%
$82.41 - $92.06 $231K - $258K
2.58K $232K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-5.18K
- 40.92%
$54.75 - $61.2 $284K - $317K
7.49K $458K
AVDV
American Centy ETF Tr Avantis

ETFs
-3.85K
- 54.64%
$62.52 - $71.12 $241K - $274K
3.2K $226K
NVO
Novo Nordisk A S

Healthcare
-10
- 0.1%
$119.07 - $145.42 $1.19K - $1.45K
9.66K $1.15M
DIS
Walt Disney CO

Communication Services
-1.19K
- 4.32%
$85.6 - $98.61 $102K - $117K
26.4K $2.54M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-6.84K
- 32.16%
$30.27 - $34.42 $207K - $236K
14.4K $492K
LLY
Eli Lilly & CO

Healthcare
-122
- 4.04%
$772.14 - $960.02 $94.2K - $117K
2.9K $2.57M
LRCX
Lam Research Corp

Technology
-25
- 4.32%
$731.56 - $1127.3 $18.3K - $28.2K
554 $452K
FISV
Fiserv Inc

Technology
-1.21K
- 4.2%
N/A
27.7K $3.46M
ADSK
Autodesk, Inc.

Technology
-564
- 19.78%
$245.83 - $245.83 $139K - $139K
2.29K $562K
VGT
Vanguard Information Technolog

ETFs
-231
- 25.14%
$514.43 - $606.85 $119K - $140K
688 $403K
MU
Micron Technology Inc

Technology
-160
- 4.32%
$86.27 - $136.82 $13.8K - $21.9K
3.55K $367K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.52K
- 7.67%
$50.25 - $50.74 $127K - $128K
30.3K $1.54M
BA
Boeing CO

Industrials
-329
- 14.54%
$152.04 - $190.6 $50K - $62.7K
1.93K $293K
EW
Edwards Lifesciences Corp

Healthcare
-135
- 3.4%
$59.7 - $93.78 $8.06K - $12.7K
3.84K $253K
ROP
Roper Technologies Inc

Industrials
-85
- 1.18%
$515.25 - $576.55 $43.8K - $49K
7.11K $3.95M
VB
Vanguard Small Cap ETF

ETFs
-920
- 14.27%
$214.77 - $237.72 $198K - $219K
5.53K $1.31M
CVX
Chevron Corp

Energy
-234
- 3.68%
$137.88 - $161.97 $32.3K - $37.9K
6.13K $902K
TGT
Target Corp

Consumer Defensive
-675
- 19.27%
$133.47 - $159.25 $90.1K - $107K
2.83K $440K
DFAI
Dimensional ETF Tr

ETFs
-5.21K
- 11.87%
$28.69 - $32.06 $149K - $167K
38.7K $1.23M
PSX
Phillips 66

Energy
-248
- 7.08%
$125.0 - $147.17 $31K - $36.5K
3.26K $427K
SCHW
Schwab Charles Corp

Financial Services
-213
- 4.04%
$61.74 - $76.08 $13.2K - $16.2K
5.06K $328K
DINO
Hf Sinclair Corp

Energy
-94
- 1.5%
$44.42 - $53.6 $4.18K - $5.04K
6.18K $275K
CDNS
Cadence Design Systems Inc

Technology
-84
- 9.35%
$246.84 - $321.11 $20.7K - $27K
814 $220K
ACGL
Arch Capital Group Ltd.

Financial Services
-741
- 26.81%
$94.47 - $114.25 $70K - $84.7K
2.02K $226K
ELV
Elevance Health, Inc.

Healthcare
-43
- 3.46%
$500.12 - $562.29 $21.5K - $24.2K
1.2K $624K
MCHP
Microchip Technology Inc

Technology
-91
- 2.6%
$72.0 - $95.98 $6.55K - $8.73K
3.4K $273K
TM
Toyota Motor Corp

Consumer Cyclical
-42
- 3.0%
$167.18 - $207.59 $7.02K - $8.72K
1.36K $242K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.4K
- 9.14%
$27.8 - $29.26 $66.7K - $70.2K
23.9K $693K
MPC
Marathon Petroleum Corp

Energy
-58
- 2.48%
$158.61 - $180.75 $9.2K - $10.5K
2.28K $371K
AIG
American International Group, Inc.

Financial Services
-391
- 8.12%
$70.16 - $79.23 $27.4K - $31K
4.43K $324K
KLAC
Kla Corp

Technology
-8
- 1.54%
$696.17 - $892.35 $5.57K - $7.14K
510 $394K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-385
- 19.38%
$112.99 - $126.45 $43.5K - $48.7K
1.6K $201K
Activity Summary
Buys All Purchases 221 New Holdings 30 Increased Positions 191 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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