Kellett Schaffner Wealth Advisors LLC Sells in Q3 2024

Kellett Schaffner Wealth Advisors LLC

  • $107 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-855K
- 91.71%
$28.28 - $30.21 $24.2M - $25.8M
77.3K $2.33M
LLY
Eli Lilly & CO

Healthcare
-1.08K
- 79.07%
$772.14 - $960.02 $837K - $1.04M
287 $254K
XLK
Technology Sector Spdr

ETFs
-1.77K
- 49.18%
$197.34 - $237.68 $349K - $420K
1.83K $412K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.09K
- 21.24%
$105.53 - $118.34 $432K - $484K
15.2K $1.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-795
- 47.69%
$405.19 - $478.57 $322K - $380K
872 $401K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-845
- 39.9%
$162.83 - $179.16 $138K - $151K
1.27K $228K
MSFT
Microsoft Corp

Technology
-19
- 0.3%
$395.15 - $467.56 $7.51K - $8.88K
6.33K $2.72M
VO
Vanguard Mid Cap ETF

ETFs
-779
- 15.08%
$237.84 - $263.83 $185K - $206K
4.39K $1.16M
AMZN
Amazon Com Inc

Consumer Cyclical
-240
- 4.04%
$161.02 - $200.0 $38.6K - $48K
5.69K $1.06M
V
Visa Inc.

Financial Services
-350
- 22.64%
$253.74 - $291.56 $88.8K - $102K
1.2K $328K
NVDA
Nvidia Corp

Technology
-95
- 1.37%
$98.91 - $134.91 $9.4K - $12.8K
6.86K $832K
GUT
Gabelli Utility Trust

Financial Services
-700
- 3.93%
$5.2 - $6.16 $3.64K - $4.31K
17.1K $88K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-800
- 5.6%
$15.71 - $17.51 $12.6K - $14K
13.5K $233K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-391
- 11.63%
$72.52 - $82.35 $28.4K - $32.2K
2.97K $242K
QUBT
Quantum Computing Inc.

Technology
-10K
- 50.0%
$0.42 - $0.74 $4.2K - $7.4K
10K $6K
T
At&T Inc.

Communication Services
-1.1K
- 6.53%
$18.21 - $22.28 $19.9K - $24.4K
15.7K $344K
VPU
Vanguard Utilities ETF

ETFs
-60
- 2.49%
$146.64 - $174.54 $8.8K - $10.5K
2.35K $409K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-35
- 0.26%
$434.77 - $502.96 $15.2K - $17.6K
13.5K $6.6M
DUK
Duke Energy Corp

Utilities
-3
- 0.03%
$99.35 - $117.71 $298 - $353
9.62K $1.11M
AAPL
Apple Inc.

Technology
-156
- 1.15%
$207.23 - $234.82 $32.3K - $36.6K
13.4K $3.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.4K
- 2.21%
$77.02 - $85.06 $108K - $119K
62K $5.24M
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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