Personal Cfo Solutions, LLC Sells in Q3 2024

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RELX
Relx PLC

Communication Services
-113
- 1.34%
$44.1 - $48.86 $4.98K - $5.52K
8.34K $395K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-6
- 1.08%
$452.85 - $536.35 $2.72K - $3.22K
550 $270K
TNL
Travel & Leisure Co.

Consumer Cyclical
-78
- 0.73%
$40.55 - $49.87 $3.16K - $3.89K
10.6K $487K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-1
- 0.02%
$63.74 - $73.47 $63.7 - $73.5
5.03K $360K
BR
Broadridge Financial Solutions, Inc.

Technology
-56
- 4.83%
$196.56 - $218.55 $11K - $12.2K
1.1K $237K
VXF
Vanguard Extended Market ETF

ETFs
-49
- 3.53%
$163.98 - $182.92 $8.04K - $8.96K
1.34K $243K
HII
Huntington Ingalls Industries, Inc.

Industrials
-19
- 2.15%
$241.93 - $282.86 $4.6K - $5.37K
863 $228K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-2
- 0.12%
$174.81 - $215.18 $350 - $430
1.63K $305K
VEEV
Veeva Systems Inc

Healthcare
-110
- 8.46%
$180.43 - $223.9 $19.8K - $24.6K
1.19K $249K
DOV
Dover Corp

Industrials
-26
- 1.72%
$172.5 - $193.03 $4.49K - $5.02K
1.49K $285K
DTE
Dte Energy CO

Utilities
-173
- 8.47%
$108.67 - $128.41 $18.8K - $22.2K
1.87K $240K
WMB
Williams Companies, Inc.

Energy
-94
- 1.62%
$41.24 - $46.22 $3.88K - $4.34K
5.69K $259K
ENSG
Ensign Group, Inc

Healthcare
-526
- 11.67%
$124.14 - $153.65 $65.3K - $80.8K
3.98K $572K
EPI
Wisdomtree Tr India Earnings F

ETFs
-125
- 1.28%
$47.41 - $50.82 $5.93K - $6.35K
9.67K $487K
ING
Ing Groep Nv

Financial Services
-184
- 1.03%
$16.55 - $18.66 $3.05K - $3.43K
17.6K $319K
USB
Us Bancorp \De\

Financial Services
-2.02K
- 11.11%
$39.04 - $47.23 $78.7K - $95.3K
16.1K $737K
CEG
Constellation Energy Corp

Utilities
-645
- 20.79%
$167.08 - $262.86 $108K - $170K
2.46K $639K
MPWR
Monolithic Power Systems Inc

Technology
-9
- 3.42%
$757.04 - $947.16 $6.81K - $8.52K
254 $234K
NOC
Northrop Grumman Corp

Industrials
-144
- 13.97%
$423.73 - $533.14 $61K - $76.8K
887 $468K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-107
- 1.76%
$43.97 - $48.45 $4.7K - $5.18K
5.97K $289K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-54
- 1.58%
$138.82 - $162.76 $7.5K - $8.79K
3.36K $547K
ETN
Eaton Corp PLC

Industrials
-16
- 0.93%
$272.52 - $333.02 $4.36K - $5.33K
1.71K $566K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-7
- 0.49%
$138.85 - $182.81 $972 - $1.28K
1.43K $254K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-778
- 8.94%
$35.77 - $45.82 $27.8K - $35.6K
7.92K $347K
EHC
Encompass Health Corp

Healthcare
-409
- 6.63%
$83.97 - $97.17 $34.3K - $39.7K
5.76K $556K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-151
- 1.31%
$42.22 - $48.62 $6.38K - $7.34K
11.3K $527K
IFF
International Flavors & Fragrances Inc

Basic Materials
-70
- 1.88%
$93.14 - $105.12 $6.52K - $7.36K
3.65K $382K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-93
- 2.33%
$210.25 - $231.86 $19.6K - $21.6K
3.89K $868K
VFC
V F Corp

Consumer Cyclical
-2.65K
- 20.88%
$12.74 - $19.95 $33.8K - $52.9K
10.1K $200K
MFC
Manulife Financial Corp

Financial Services
-54
- 0.5%
$24.13 - $29.63 $1.3K - $1.6K
10.7K $316K
JNPR
Juniper Networks Inc

Technology
-563
- 2.7%
$36.35 - $39.03 $20.5K - $22K
20.3K $791K
TRNO
Terreno Realty Corp

Real Estate
-84
- 1.7%
$59.43 - $71.02 $4.99K - $5.97K
4.87K $325K
ALC
Alcon Inc

Healthcare
-258
- 4.98%
$88.07 - $100.79 $22.7K - $26K
4.93K $493K
IBUY
Amplify ETF Tr Amplify Online

ETFs
-128
- 1.94%
$50.97 - $61.0 $6.52K - $7.81K
6.48K $395K
APD
Air Products & Chemicals, Inc.

Basic Materials
-280
- 9.53%
$247.34 - $300.11 $69.3K - $84K
2.66K $791K
DE
Deere & CO

Industrials
-32
- 2.96%
$344.84 - $418.0 $11K - $13.4K
1.05K $438K
SXI
Standex International Corp

Industrials
-142
- 4.98%
$155.0 - $188.75 $22K - $26.8K
2.71K $494K
HLN
Haleon PLC

Healthcare
-1.73K
- 7.43%
$8.32 - $10.7 $14.4K - $18.5K
21.6K $228K
LMAT
Lemaitre Vascular Inc

Healthcare
-138
- 2.96%
$80.3 - $92.89 $11.1K - $12.8K
4.53K $420K
TDY
Teledyne Technologies Inc

Technology
-11
- 1.29%
$381.47 - $437.71 $4.2K - $4.81K
840 $367K
HOMB
Home Bancshares Inc

Financial Services
-184
- 1.35%
$23.43 - $28.83 $4.31K - $5.3K
13.4K $362K
MS
Morgan Stanley

Financial Services
-83
- 1.3%
$92.07 - $106.96 $7.64K - $8.88K
6.29K $656K
CI
Cigna Corp

Healthcare
-34
- 1.08%
$319.12 - $367.1 $10.9K - $12.5K
3.13K $1.08M
ECL
Ecolab Inc.

Basic Materials
-5
- 0.22%
$228.86 - $255.76 $1.14K - $1.28K
2.31K $588K
BWXT
Bwx Technologies, Inc.

Industrials
-34
- 1.05%
$92.38 - $108.7 $3.14K - $3.7K
3.2K $347K
UFPI
Ufp Industries Inc

Basic Materials
-45
- 1.84%
$107.65 - $135.34 $4.84K - $6.09K
2.41K $315K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-158
- 2.41%
$64.35 - $75.71 $10.2K - $12K
6.39K $470K
DVA
Davita Inc.

Healthcare
-29
- 1.56%
$133.98 - $165.19 $3.89K - $4.79K
1.83K $299K
ISRG
Intuitive Surgical Inc

Healthcare
-36
- 2.75%
$416.14 - $494.01 $15K - $17.8K
1.27K $624K
Activity Summary
Buys All Purchases 333 New Holdings 69 Increased Positions 264 Sells All Sells 207 Reductions 207 Sold out 0 Options Calls 0 Puts 0
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