Lido Advisors, LLC Sells in Q3 2024

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GNL
Global Net Lease, Inc.

Real Estate
-2.2K
- 10.61%
$7.3 - $8.96 $16K - $19.7K
18.5K $156K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-848
- 6.85%
$28.08 - $32.61 $23.8K - $27.7K
11.5K $364K
LYG
Lloyds Banking Group PLC

Financial Services
-2.16K
- 6.78%
$2.73 - $3.17 $5.91K - $6.86K
29.8K $92K
SAN
Banco Santander, S.A.

Financial Services
-1.98K
- 5.58%
$4.37 - $5.16 $8.64K - $10.2K
33.5K $170K
ACRE
Ares Commercial Real Estate Corp

Real Estate
-255
- 1.08%
$6.53 - $7.92 $1.67K - $2.02K
23.4K $163K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-1.24K
- 4.96%
$12.62 - $13.7 $15.6K - $17K
23.8K $325K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-550
- 3.85%
$74.26 - $78.84 $40.8K - $43.4K
13.7K $1.08M
RY
Royal Bank Of Canada

Financial Services
-250
- 12.15%
$105.65 - $124.73 $26.4K - $31.2K
1.81K $225K
CPB
Campbell Soup CO

Consumer Defensive
-173
- 3.82%
$45.01 - $51.89 $7.79K - $8.98K
4.35K $212K
IDXX
Idexx Laboratories Inc

Healthcare
-35
- 2.36%
$455.08 - $517.19 $15.9K - $18.1K
1.45K $731K
NOK
Nokia Corp

Technology
-681
- 2.97%
$3.62 - $4.48 $2.47K - $3.05K
22.3K $97K
CIEN
Ciena Corp

Technology
-1.13K
- 18.79%
$45.77 - $62.46 $51.5K - $70.3K
4.87K $299K
VTWG
Vanguard Russell 2000 Growth E

ETFs
-47
- 3.65%
$186.75 - $211.16 $8.78K - $9.92K
1.24K $256K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-407
- 7.84%
$44.07 - $50.57 $17.9K - $20.6K
4.78K $241K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-57
- 1.45%
$285.48 - $330.24 $16.3K - $18.8K
3.87K $1.25M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-163
- 1.23%
$36.06 - $37.66 $5.88K - $6.14K
13.1K $493K
MMSI
Merit Medical Systems Inc

Healthcare
-252
- 8.5%
$84.12 - $100.23 $21.2K - $25.3K
2.71K $267K
FE
Firstenergy Corp

Utilities
-1.16K
- 10.77%
$38.25 - $44.54 $44.4K - $51.7K
9.62K $426K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-3
- 0.07%
$46.96 - $52.8 $141 - $158
4.61K $240K
VUG
Vanguard Growth ETF

ETFs
-373
- 2.35%
$341.08 - $391.94 $127K - $146K
15.5K $5.96M
STE
Steris PLC

Healthcare
-69
- 4.85%
$213.51 - $247.14 $14.7K - $17.1K
1.36K $328K
RACE
Ferrari N.V.

Consumer Cyclical
-69
- 8.61%
$405.92 - $496.79 $28K - $34.3K
732 $344K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
-1.1K
- 1.09%
$11.17 - $11.62 $12.3K - $12.8K
99.9K $1.15M
EAD
Allspring Income Opportunities Fund

Financial Services
-1.1K
- 1.92%
$6.65 - $7.13 $7.32K - $7.84K
56.2K $400K
IYY
Ishares Tr

ETFs
-251
- 3.25%
$125.77 - $139.59 $31.6K - $35K
7.48K $1.04M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-119
- 2.28%
$63.82 - $70.54 $7.59K - $8.39K
5.1K $359K
W
Wayfair Inc.

Consumer Cyclical
-168
- 1.82%
$38.21 - $57.23 $6.42K - $9.61K
9.07K $509K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-738
- 1.19%
$17.93 - $18.61 $13.2K - $13.7K
61.3K $1.14M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.56K
- 8.16%
$41.9 - $48.26 $401K - $462K
108K $5.15M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-871
- 5.63%
$46.17 - $51.13 $40.2K - $44.5K
14.6K $746K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3
- 0.11%
$77.23 - $87.97 $232 - $264
2.82K $244K
TDIV
First Trust Nasdaq Technology

ETFs
-1.98K
- 4.98%
$70.51 - $81.07 $140K - $161K
37.8K $3.04M
FDN
First Tr Fd Dow Jones

ETFs
-3
- 0.08%
$183.68 - $212.48 $551 - $637
3.79K $801K
DFS
Discover Financial Services

Financial Services
-282
- 4.09%
$123.41 - $144.72 $34.8K - $40.8K
6.62K $928K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-83
- 0.5%
$45.87 - $48.53 $3.81K - $4.03K
16.6K $799K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-40
- 1.01%
$138.82 - $162.76 $5.55K - $6.51K
3.9K $634K
EFV
Msci Eafe Value ETF

ETFs
-387
- 3.4%
$51.72 - $57.96 $20K - $22.4K
11K $633K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-579
- 8.45%
$36.06 - $46.59 $20.9K - $27K
6.27K $284K
SJW
Sjw Group

Utilities
-34
- 0.42%
$53.35 - $61.66 $1.81K - $2.1K
8.15K $473K
AME
Ametek Inc

Industrials
-22
- 0.33%
$152.74 - $176.01 $3.36K - $3.87K
6.69K $1.15M
EMLP
First Tr Exchange Traded Iv

ETFs
-225
- 1.84%
$30.38 - $34.0 $6.84K - $7.65K
12K $404K
CMU
Mfs High Yield Municipal Trust

Financial Services
-1.4K
- 0.95%
$3.42 - $3.67 $4.79K - $5.14K
146K $537K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-32
- 0.62%
$113.45 - $126.18 $3.63K - $4.04K
5.17K $651K
EFC
Ellington Financial Inc.

Real Estate
-1.07K
- 1.97%
$11.87 - $13.38 $12.7K - $14.3K
53.4K $688K
CNC
Centene Corp

Healthcare
-572
- 6.84%
$64.89 - $80.23 $37.1K - $45.9K
7.8K $586K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.13K
- 3.61%
$97.81 - $108.79 $111K - $123K
30.2K $3.29M
VBR
Vanguard Small Cap Value ETF

ETFs
-441
- 6.71%
$179.99 - $201.6 $79.4K - $88.9K
6.13K $1.23M
SONY
Sony Group Corp

Technology
-316
- 5.86%
$81.61 - $98.65 $25.8K - $31.2K
5.08K $490K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-2K
- 1.07%
$5.44 - $5.91 $10.9K - $11.8K
185K $1.07M
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
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, 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 Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email