Lido Advisors, LLC Sells in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNOW
Snowflake Inc.

Technology
-102
- 0.48%
$108.56 - $143.02 $11.1K - $14.6K
21.3K $2.45M
VIG
Vanguard Dividend Appreciation

ETFs
-2.18K
- 2.38%
$182.15 - $182.15 $397K - $397K
89.5K $16.3M
RWO
Spdr Dow Jones Global Real Est

ETFs
-11.6K
- 54.6%
$41.23 - $48.48 $479K - $564K
9.67K $459K
DOV
Dover Corp

Industrials
-2.65K
- 35.36%
$172.5 - $193.03 $458K - $512K
4.85K $929K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-10.2K
- 9.31%
$48.06 - $49.39 $488K - $502K
99K $4.88M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.04K
- 24.43%
$114.73 - $120.23 $463K - $486K
12.5K $1.49M
F
Ford Motor CO

Consumer Cyclical
-5.95K
- 3.47%
$9.71 - $14.55 $57.8K - $86.5K
165K $1.75M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-32.8K
- 9.3%
$36.98 - $41.55 $1.21M - $1.36M
320K $13.2M
AOK
Ishares Tr Core Conservative A

ETFs
-20.2K
- 8.99%
$36.8 - $38.71 $744K - $783K
205K $7.92M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.51K
- 28.45%
$79.29 - $84.02 $437K - $463K
13.9K $1.16M
DVN
Devon Energy Corp

Energy
-2.41K
- 7.79%
$37.87 - $48.65 $91.2K - $117K
28.5K $1.12M
SYNA
Synaptics Inc

Technology
-2.07K
- 13.33%
$68.09 - $97.76 $141K - $203K
13.5K $1.05M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-16.2K
- 20.16%
$21.96 - $22.69 $356K - $368K
64.3K $1.46M
MPC
Marathon Petroleum Corp

Energy
-629
- 3.06%
$158.61 - $180.75 $99.8K - $114K
19.9K $3.25M
IBHD
Ishares Ibonds 2024 Term High

ETFs
-13.3K
- 39.82%
$23.11 - $23.29 $308K - $310K
20.1K $468K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-15.1K
- 1.65%
$25.04 - $25.21 $378K - $380K
902K $22.7M
IBB
Ishares Biotechnology ETF

ETFs
-4.34K
- 10.74%
$135.09 - $149.47 $586K - $648K
36K $5.24M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-6.05K
- 42.49%
$26.71 - $39.42 $161K - $238K
8.18K $261K
DEA
Easterly Government Properties, Inc.

Real Estate
-51.6K
- 15.23%
$12.21 - $14.1 $630K - $727K
287K $3.9M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-15.6K
- 3.89%
$23.13 - $23.43 $360K - $364K
385K $9.01M
HYG
Ishares Tr

ETFs
-4.4K
- 19.81%
$76.72 - $80.36 $337K - $353K
17.8K $1.43M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-12K
- 16.3%
$64.35 - $75.71 $773K - $910K
61.7K $4.55M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-30.7K
- 10.73%
$64.57 - $71.76 $1.98M - $2.2M
255K $18.3M
XLE
Energy Sector Spdr

ETFs
-70
- 0.09%
$84.35 - $93.39 $5.9K - $6.54K
75.5K $6.63M
OXY
Occidental Petroleum Corp

Energy
-1.01K
- 5.74%
$49.91 - $63.73 $50.6K - $64.6K
16.7K $858K
GKOS
Glaukos Corp

Healthcare
-3.76K
- 18.65%
$113.62 - $135.39 $427K - $509K
16.4K $2.14M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-6.5K
- 38.02%
$34.24 - $41.13 $222K - $267K
10.6K $429K
SU
Suncor Energy Inc

Energy
-5.77K
- 35.72%
$36.06 - $41.7 $208K - $241K
10.4K $383K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-5.25K
- 35.3%
$49.38 - $54.19 $259K - $285K
9.63K $515K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-10.7K
- 19.47%
$19.94 - $22.45 $213K - $240K
44.2K $953K
ENTG
Entegris Inc

Technology
-1.18K
- 28.69%
$98.09 - $146.48 $116K - $173K
2.94K $330K
BIIB
Biogen Inc.

Healthcare
-697
- 29.22%
$189.07 - $236.8 $132K - $165K
1.69K $327K
PVH
Pvh Corp.

Consumer Cyclical
-1.91K
- 43.9%
$92.46 - $108.88 $177K - $208K
2.44K $245K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.68K
- 28.66%
$84.18 - $106.5 $141K - $179K
4.17K $416K
DKNG
Draft Kings Inc.

Consumer Cyclical
-5.49K
- 49.41%
$29.85 - $41.1 $164K - $226K
5.62K $220K
MTH
Meritage Homes Corp

Consumer Cyclical
-1.58K
- 55.79%
$152.23 - $213.69 $241K - $338K
1.25K $256K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2.54K
- 18.21%
$93.65 - $97.81 $238K - $249K
11.4K $1.12M
FVD
First Tr Value Line Divid Inde

ETFs
-8.6K
- 20.91%
$40.45 - $45.49 $348K - $391K
32.5K $1.48M
CHD
Church & Dwight CO Inc

Consumer Defensive
-2.16K
- 6.24%
$98.01 - $106.59 $212K - $230K
32.4K $3.39M
HSY
Hershey CO

Consumer Defensive
-1.09K
- 35.27%
$182.45 - $203.25 $199K - $222K
2K $384K
SNSR
Global X Fds Internet Of Thing

ETFs
-2.04K
- 2.15%
$31.61 - $38.49 $64.4K - $78.4K
92.5K $3.21M
DDOG
Datadog, Inc.

Technology
-1.09K
- 30.05%
$104.97 - $134.56 $115K - $147K
2.55K $293K
COOP
Mr. Cooper Group Inc.

Financial Services
-2.47K
- 49.33%
$78.57 - $94.99 $194K - $235K
2.54K $233K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.11K
- 6.8%
$92.63 - $105.69 $288K - $328K
42.6K $4.43M
APA
Apa Corp

Energy
-2.06K
- 8.68%
$23.34 - $32.22 $48.1K - $66.4K
21.7K $530K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.67K
- 21.92%
$22.38 - $23.66 $194K - $205K
30.9K $723K
CROX
Crocs, Inc.

Consumer Cyclical
-1.1K
- 18.99%
$121.05 - $147.9 $133K - $162K
4.68K $677K
GTO
Invesco Actively Managed ETF T

ETFs
-4.37K
- 17.91%
$46.22 - $48.77 $202K - $213K
20K $967K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-4.28K
- 20.76%
$38.49 - $41.61 $165K - $178K
16.3K $676K
Activity Summary
Buys All Purchases 676 New Holdings 131 Increased Positions 545 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 27 Puts 72
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