Mount Yale Investment Advisors, LLC Sells in Q3 2024

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DHIL
Diamond Hill Investment Group Inc

Financial Services
-89
- 0.79%
$139.35 - $163.24 $12.4K - $14.5K
11.1K $1.8M
NDAQ
Nasdaq, Inc.

Financial Services
-1.24K
- 4.64%
$59.48 - $74.31 $73.5K - $91.8K
25.4K $1.85M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.9K
- 15.4%
$57.22 - $80.08 $280K - $392K
26.9K $2.1M
PG
Procter & Gamble CO

Consumer Defensive
-362
- 0.86%
$160.76 - $177.82 $58.2K - $64.4K
41.9K $7.25M
TCBK
Trico Bancshares

Financial Services
-2.08K
- 1.75%
$37.75 - $47.95 $78.5K - $99.7K
116K $4.97M
GLD
Spdr Gold Trust

ETFs
-1.22K
- 5.87%
$215.56 - $246.98 $262K - $300K
19.5K $4.74M
NEE
Nextera Energy Inc

Utilities
-471
- 1.94%
$69.9 - $84.97 $32.9K - $40K
23.8K $2.01M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.81K
- 4.34%
$520.18 - $576.82 $1.46M - $1.62M
61.8K $35.6M
SBAC
Sba Communications Corp

Real Estate
-2.77K
- 12.41%
$189.0 - $245.01 $524K - $679K
19.5K $4.71M
TMUS
T Mobile Us, Inc.

Communication Services
-696
- 4.39%
$175.14 - $206.36 $122K - $144K
15.2K $3.13M
ABBV
Abb Vie Inc.

Healthcare
-1.19K
- 4.2%
$163.84 - $199.33 $194K - $236K
27K $5.34M
IBM
International Business Machines Corp

Technology
-2.62K
- 11.17%
$175.1 - $223.38 $458K - $584K
20.8K $4.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-498
- 0.74%
$117.9 - $128.2 $58.7K - $63.8K
66.9K $8.58M
NSC
Norfolk Southern Corp

Industrials
-81
- 0.41%
$213.75 - $259.69 $17.3K - $21K
19.9K $4.94M
META
Meta Platforms, Inc.

Communication Services
-470
- 3.3%
$453.41 - $572.44 $213K - $269K
13.8K $7.87M
APP
App Lovin Corp

Technology
-1.59K
- 7.61%
$67.14 - $130.65 $107K - $208K
19.3K $2.52M
Activity Summary
Buys All Purchases 201 New Holdings 69 Increased Positions 132 Sells All Sells 317 Reductions 317 Sold out 0 Options Calls 5 Puts 1
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