Lumature Wealth Partners, LLC Sells in Q2 2023

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
BNL
Broadstone Net Lease, Inc.

Real Estate
-642K
- 45.77%
$15.19 - $16.82 $9.75M - $10.8M
761K $11.7M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-62.5K
- 55.83%
$56.96 - $60.89 $3.56M - $3.8M
49.4K $2.85M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-61.6K
- 56.71%
$60.13 - $62.76 $3.7M - $3.87M
47K $2.9M
CSF
Victory Portf Ii Shs Us Disc E

ETFs
-23.2K
- 57.69%
$50.94 - $52.15 $1.18M - $1.21M
17K $883K
XOM
Exxon Mobil Corp

Energy
-1.25K
- 14.5%
$102.18 - $118.34 $128K - $148K
7.36K $789K
GD
General Dynamics Corp

Industrials
-15
- 0.24%
$204.18 - $232.36 $3.06K - $3.49K
6.18K $1.33M
UPS
United Parcel Service Inc

Industrials
-18
- 0.36%
$166.61 - $196.03 $3K - $3.53K
4.93K $884K
KO
Coca Cola CO

Consumer Defensive
-147
- 0.4%
$59.66 - $64.3 $8.77K - $9.45K
36.6K $2.2M
SO
Southern CO

Utilities
-1K
- 13.62%
$68.97 - $75.66 $69K - $75.7K
6.34K $445K
SBUX
Starbucks Corp

Consumer Cyclical
-53
- 0.46%
$97.52 - $114.56 $5.17K - $6.07K
11.6K $1.15M
CINF
Cincinnati Financial Corp

Financial Services
-1
- 0.04%
$95.55 - $112.43 $95.6 - $112
2.23K $216K
AMCR
Amcor PLC

Consumer Cyclical
-11
- 0.05%
$9.64 - $11.31 $106 - $124
22.1K $220K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-890
- 4.27%
$22.87 - $23.59 $20.4K - $21K
20K $457K
CRM
Salesforce, Inc.

Technology
-246
- 10.83%
$188.89 - $223.38 $46.5K - $55K
2.03K $428K
GLD
Spdr Gold Trust

ETFs
-1
- 0.02%
$177.09 - $190.44 $177 - $190
5.02K $894K
SIVR
Abrdn Silver ETF Trust

ETFs
-22
- 0.12%
$21.44 - $25.0 $472 - $550
18.8K $411K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-565
- 8.0%
$34.56 - $37.13 $19.5K - $21K
6.5K $229K
GBCI
Glacier Bancorp, Inc.

Financial Services
-194
- 17.24%
$27.28 - $41.45 $5.29K - $8.04K
931 $29K
SGOL
Abrdn Gold ETF Trust

ETFs
-3
- 0.01%
$18.25 - $19.63 $54.8 - $58.9
35.2K $645K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-362
- 62.09%
$47.37 - $48.0 $17.1K - $17.4K
221 $10K
ED
Consolidated Edison Inc

Utilities
-26
- 0.92%
$89.57 - $100.4 $2.33K - $2.61K
2.79K $252K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-297
- 10.09%
$50.09 - $51.62 $14.9K - $15.3K
2.65K $133K
IVE
Ishares S&P 500 Value ETF

ETFs
-109
- 41.13%
$149.72 - $161.19 $16.3K - $17.6K
156 $25K
O
Realty Income Corp

Real Estate
-9
- 0.23%
$58.44 - $62.95 $526 - $567
3.92K $234K
IVW
Ishares S&P 500 Growth ETF

ETFs
-256
- 35.16%
$63.21 - $70.48 $16.2K - $18K
472 $33K
EFG
Msci Eafe Growth ETF

ETFs
-189
- 6.08%
$93.15 - $96.95 $17.6K - $18.3K
2.92K $278K
NEE
Nextera Energy Inc

Utilities
-1
- 0.02%
$72.69 - $79.04 $72.7 - $79
4.05K $300K
QCOM
Qualcomm Inc

Technology
-3
- 0.22%
$103.02 - $124.74 $309 - $374
1.37K $163K
SYY
Sysco Corp

Consumer Defensive
-5
- 0.15%
$69.52 - $78.32 $348 - $392
3.25K $240K
DOV
Dover Corp

Industrials
-20
- 1.08%
$133.33 - $150.52 $2.67K - $3.01K
1.83K $270K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-73
- 2.86%
$97.49 - $100.53 $7.12K - $7.34K
2.48K $243K
TSCO
Tractor Supply CO

Consumer Cyclical
-4
- 0.73%
$206.32 - $249.97 $825 - $1K
547 $120K
BOND
Pimco Active Bond Exchange Tra

ETFs
-91
- 50.84%
$90.82 - $93.46 $8.26K - $8.5K
88 $8K
NDAQ
Nasdaq, Inc.

Financial Services
-5
- 0.34%
$49.55 - $57.83 $248 - $289
1.45K $72K
ADP
Automatic Data Processing Inc

Industrials
-10
- 0.64%
$208.99 - $221.32 $2.09K - $2.21K
1.54K $338K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-137
- 10.84%
$39.33 - $42.29 $5.39K - $5.79K
1.13K $45K
NVO
Novo Nordisk A S

Healthcare
-36
- 4.91%
$155.98 - $172.65 $5.62K - $6.22K
697 $112K
RSG
Republic Services, Inc.

Industrials
-136
- 15.21%
$134.95 - $153.17 $18.4K - $20.8K
758 $116K
IFF
International Flavors & Fragrances Inc

Basic Materials
-35
- 42.17%
$75.28 - $97.14 $2.63K - $3.4K
48 $3K
KD
Kyndryl Holdings, Inc.

Technology
-200
- 90.91%
$11.52 - $14.98 $2.3K - $3K
20 $0
CLX
Clorox CO

Consumer Defensive
-26
- 1.46%
$153.94 - $175.61 $4K - $4.57K
1.75K $278K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-71
- 15.07%
$37.31 - $39.69 $2.65K - $2.82K
400 $15K
GPC
Genuine Parts CO

Consumer Cyclical
-37
- 1.95%
$148.93 - $173.73 $5.51K - $6.43K
1.86K $314K
BEN
Franklin Resources Inc

Financial Services
-35
- 0.36%
$24.01 - $27.3 $840 - $956
9.67K $258K
CB
Chubb LTD

Financial Services
-6
- 0.46%
$184.92 - $204.5 $1.11K - $1.23K
1.3K $250K
RTX
Raytheon Technologies Corp

Industrials
-38
- 6.77%
$92.14 - $104.66 $3.5K - $3.98K
523 $51K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-131
- 5.94%
$52.68 - $57.17 $6.9K - $7.49K
2.08K $117K
GVI
Ishares Tr

ETFs
-19
- 9.18%
$102.83 - $105.23 $1.95K - $2K
188 $19K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-21
- 38.18%
$57.9 - $61.26 $1.22K - $1.29K
34 $2K
Activity Summary
Buys All Purchases 104 New Holdings 13 Increased Positions 91 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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