Latitude Advisors, LLC Purchases in Q3 2024

Latitude Advisors, LLC

  • $153 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
28.7K
New
$64.57 - $71.76 $1.85M - $2.06M
28.7K $2.06M
XLV
Select Sector Spdr Fund Health

ETFs
12.5K
New
$143.3 - $157.24 $1.79M - $1.96M
12.5K $1.92M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.8K
New
$106.11 - $113.72 $1.78M - $1.91M
16.8K $1.9M
XLP
Consumer Staples Sector Spdr

ETFs
24.7K
New
$76.04 - $76.04 $1.88M - $1.88M
24.7K $1.88M
IYR
Ishares Tr

ETFs
17.8K
New
$86.93 - $103.61 $1.55M - $1.85M
17.8K $1.82M
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
50.6K
New
$28.82 - $30.15 $1.46M - $1.53M
50.6K $1.48M
ABT
Abbott Laboratories

Healthcare
10.8K
New
$100.07 - $118.13 $1.08M - $1.28M
10.8K $1.23M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.2K
+ 40.05%
$60.84 - $67.51 $742K - $824K
42.7K $2.88M
GLD
Spdr Gold Trust

ETFs
531
+ 3.84%
$215.56 - $246.98 $114K - $131K
14.4K $3.49M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.42K
+ 8.7%
$89.91 - $101.33 $218K - $245K
30.2K $2.97M
XLU
Utilities Sector Spdr

ETFs
4.85K
New
$67.67 - $80.78 $328K - $392K
4.85K $391K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.71K
+ 33.96%
$162.64 - $179.3 $277K - $306K
6.73K $1.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.25K
+ 74.9%
$84.77 - $97.13 $275K - $315K
7.58K $725K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.61K
+ 28.11%
$44.83 - $47.42 $252K - $266K
25.6K $1.2M
CGDV
Capital Group Divid Value ETF

ETFs
3.73K
+ 9.66%
$32.96 - $36.48 $123K - $136K
42.4K $1.54M
EFG
Msci Eafe Growth ETF

ETFs
2.11K
+ 30.5%
$96.84 - $108.77 $205K - $230K
9.05K $973K
CLX
Clorox CO

Consumer Defensive
1.42K
New
$131.73 - $166.97 $186K - $236K
1.42K $230K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
11.1K
New
$19.92 - $20.67 $221K - $229K
11.1K $228K
NOW
Service Now, Inc.

Technology
252
New
$730.87 - $937.36 $184K - $236K
252 $225K
META
Meta Platforms, Inc.

Communication Services
93
+ 3.8%
$453.41 - $572.44 $42.2K - $53.2K
2.54K $1.46M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
10.6K
New
$20.47 - $20.71 $218K - $220K
10.6K $219K
NVDA
Nvidia Corp

Technology
2.17K
+ 10.61%
$98.91 - $134.91 $214K - $292K
22.6K $2.74M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.94K
+ 48.63%
$44.24 - $49.47 $174K - $195K
12K $595K
MELI
Mercadolibre Inc

Consumer Cyclical
105
New
$1591.44 - $2140.1 $167K - $225K
105 $215K
AMT
American Tower Corp

Real Estate
910
New
$192.27 - $242.73 $175K - $221K
910 $211K
CRM
Salesforce, Inc.

Technology
764
New
$238.42 - $276.53 $182K - $211K
764 $209K
SPMD
Spdr Portfolio

ETFs
3.79K
New
$50.29 - $54.92 $190K - $208K
3.79K $207K
IEFA
Ishares Tr

ETFs
2.63K
New
$70.09 - $78.74 $184K - $207K
2.63K $204K
SYK
Stryker Corp

Healthcare
558
New
$315.94 - $371.96 $176K - $208K
558 $201K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 1.75%
$333.64 - $405.2 $17K - $20.7K
2.97K $1.2M
UNH
Unitedhealth Group Inc

Healthcare
137
+ 8.89%
$488.01 - $604.18 $66.9K - $82.8K
1.68K $981K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.62K
+ 24.6%
$96.25 - $101.98 $156K - $165K
8.19K $829K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.54K
+ 31.87%
$83.76 - $91.82 $129K - $142K
6.39K $583K
AVGO
Broadcom Inc.

Technology
5.85K
+ 998.29%
$136.27 - $1745.86 $797K - $10.2M
6.44K $1.11M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.75K
+ 19.72%
$45.2 - $47.87 $124K - $132K
16.7K $793K
T
At&T Inc.

Communication Services
2.63K
+ 7.71%
$18.21 - $22.28 $47.9K - $58.6K
36.8K $808K
CAT
Caterpillar Inc

Industrials
71
+ 3.32%
$316.8 - $391.12 $22.5K - $27.8K
2.21K $863K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 1.28%
$245.82 - $304.51 $8.11K - $10K
2.61K $794K
EFV
Msci Eafe Value ETF

ETFs
1.07K
+ 6.33%
$51.72 - $57.96 $55.3K - $62K
18K $1.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
92
+ 0.5%
$77.02 - $85.06 $7.09K - $7.83K
18.5K $1.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
290
+ 14.27%
$332.02 - $382.76 $96.3K - $111K
2.32K $871K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.63K
+ 4.24%
$30.71 - $34.79 $50.2K - $56.8K
40.1K $1.4M
IWM
Ishares Russell 2000 ETF

ETFs
408
+ 21.52%
$200.87 - $224.6 $82K - $91.6K
2.3K $508K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.17K
+ 25.73%
$75.88 - $83.21 $88.5K - $97K
5.7K $474K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
137
+ 8.16%
$475.2 - $527.7 $65.1K - $72.3K
1.82K $957K
IVE
Ishares S&P 500 Value ETF

ETFs
495
+ 42.6%
$181.06 - $197.17 $89.6K - $97.6K
1.66K $326K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.74K
+ 41.85%
$56.04 - $62.99 $97.5K - $110K
5.9K $360K
VNQ
Vanguard Specialized Funds Van

ETFs
481
+ 9.92%
$82.97 - $98.97 $39.9K - $47.6K
5.33K $519K
VEA
Vanguard Ftse Developed Market

ETFs
1.35K
+ 10.92%
$47.6 - $53.31 $64.4K - $72.1K
13.7K $725K
Activity Summary
Buys All Purchases 127 New Holdings 21 Increased Positions 106 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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