O Donnell Financial Services, LLC New Holdings in Q3 2024

O Donnell Financial Services, LLC

  • $212 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
111K
New
$89.91 - $101.33 $9.95M - $11.2M
111K $10.9M
RDVY
First Trust Rising Dividend Ac

ETFs
140K
New
$53.68 - $59.24 $7.5M - $8.27M
140K $8.27M
V
Visa Inc.

Financial Services
747
New
$253.74 - $291.56 $190K - $218K
747 $205K
LMT
Lockheed Martin Corp

Industrials
350
New
$460.3 - $584.56 $161K - $205K
350 $204K
FTGS
First Tr Exchange Traded Fd Gr
386K
New
N/A
386K $0
First Tr Exchng Traded Fd Vi
11.1K
New
N/A
11.1K $0
Tidal Tr Ii
95.9K
New
N/A
95.9K $0
Activity Summary
Buys All Purchases 19 New Holdings 7 Increased Positions 12 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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