Pro Vise Management Group, LLC Sells in Q3 2024

Pro Vise Management Group, LLC

  • $1.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GIS
General Mills Inc

Consumer Defensive
-1.77K
- 15.15%
$62.5 - $75.15 $111K - $133K
9.93K $733K
IEFA
Ishares Tr

ETFs
-292
- 9.79%
$70.09 - $78.74 $20.5K - $23K
2.69K $210K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-550
- 1.79%
$12.25 - $12.54 $6.74K - $6.9K
30.3K $379K
SHAG
Wisdomtree Yield Enhanced U.S.
-4.97K
- 46.06%
N/A
5.82K $0
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-403
- 7.75%
$38.03 - $42.06 $15.3K - $17K
4.8K $200K
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 4.42%
$801.83 - $917.05 $10.4K - $11.9K
281 $249K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-35
- 2.23%
$285.48 - $330.24 $9.99K - $11.6K
1.53K $493K
VGSH
Vanguard

ETFs
-124
- 1.49%
$57.74 - $59.13 $7.16K - $7.33K
8.22K $484K
IWR
Ishares Russell Mid Cap ETF

ETFs
-189
- 6.62%
$79.92 - $88.19 $15.1K - $16.7K
2.67K $234K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-381
- 7.13%
$71.9 - $79.86 $27.4K - $30.4K
4.96K $394K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-243
- 3.16%
$84.81 - $93.54 $20.6K - $22.7K
7.45K $685K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-400
- 1.89%
$10.51 - $11.28 $4.2K - $4.51K
20.7K $233K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-442
- 2.81%
$9.67 - $10.51 $4.27K - $4.65K
15.3K $160K
VUG
Vanguard Growth ETF

ETFs
-184
- 2.33%
$341.08 - $391.94 $62.8K - $72.1K
7.7K $2.96M
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
-2K
- 3.58%
$10.52 - $11.24 $21K - $22.5K
53.9K $601K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-186
- 1.01%
$12.25 - $13.1 $2.28K - $2.44K
18.3K $239K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-309
- 0.78%
$23.57 - $24.19 $7.28K - $7.47K
39.2K $947K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-980
- 3.27%
$14.7 - $15.89 $14.4K - $15.6K
29K $454K
SPYG
Spdr Portfolio

ETFs
-35
- 0.61%
$73.38 - $84.1 $2.57K - $2.94K
5.69K $471K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-29
- 0.69%
$60.84 - $67.51 $1.76K - $1.96K
4.16K $280K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-13
- 0.07%
$6.71 - $8.78 $87.2 - $114
17.8K $146K
APO
Apollo Global Management, Inc.

Financial Services
-100
- 2.47%
$99.16 - $125.81 $9.92K - $12.6K
3.94K $492K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-347
- 1.61%
$76.38 - $78.87 $26.5K - $27.4K
21.2K $1.67M
GE
General Electric CO

Industrials
-355
- 12.74%
$156.66 - $189.66 $55.6K - $67.3K
2.43K $458K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-230
- 4.24%
$44.56 - $50.18 $10.2K - $11.5K
5.19K $259K
VCIT
Vanguard Intermediate Term Cor

ETFs
-79
- 1.18%
$79.29 - $84.02 $6.26K - $6.64K
6.6K $553K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
-1.98K
- 4.3%
$11.34 - $12.46 $22.4K - $24.6K
44K $545K
VB
Vanguard Small Cap ETF

ETFs
-104
- 4.34%
$214.77 - $237.72 $22.3K - $24.7K
2.29K $543K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
-1
- -0.0%
$11.89 - $12.87 $11.9 - $12.9
43.3K $548K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-264
- 1.22%
$76.94 - $79.54 $20.3K - $21K
21.4K $1.7M
UNH
Unitedhealth Group Inc

Healthcare
-56
- 6.9%
$488.01 - $604.18 $27.3K - $33.8K
756 $442K
JNJ
Johnson & Johnson

Healthcare
-1.11K
- 8.24%
$145.48 - $167.38 $162K - $186K
12.4K $2.01M
XLF
Financial Sector Spdr

ETFs
-6
- 0.07%
$40.84 - $45.74 $245 - $274
8.97K $406K
VIS
Vanguard Industrial ETF

ETFs
-3
- 0.18%
$232.12 - $260.07 $696 - $780
1.68K $436K
ABT
Abbott Laboratories

Healthcare
-39
- 0.84%
$100.07 - $118.13 $3.9K - $4.61K
4.61K $525K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-51
- 0.28%
$28.08 - $32.61 $1.43K - $1.66K
18.4K $580K
DWM
Wisdomtree Tr

ETFs
-253
- 1.61%
$52.24 - $58.1 $13.2K - $14.7K
15.5K $889K
VNQ
Vanguard Specialized Funds Van

ETFs
-218
- 4.19%
$82.97 - $98.97 $18.1K - $21.6K
4.98K $485K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-30
- 3.05%
$1015.62 - $1159.62 $30.5K - $34.8K
955 $1.1M
BMY
Bristol Myers Squibb CO

Healthcare
-454
- 5.39%
$39.66 - $51.75 $18K - $23.5K
7.97K $412K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.89K
- 4.76%
$57.32 - $62.65 $223K - $243K
77.8K $4.85M
VOT
Vanguard Mid Cap Growth Index

ETFs
-186
- 2.23%
$218.05 - $243.47 $40.6K - $45.3K
8.15K $1.98M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.05K
- 1.19%
$48.06 - $49.39 $243K - $250K
418K $20.6M
CRM
Salesforce, Inc.

Technology
-40
- 0.72%
$238.42 - $276.53 $9.54K - $11.1K
5.48K $1.5M
T
At&T Inc.

Communication Services
-208
- 0.6%
$18.21 - $22.28 $3.79K - $4.63K
34.6K $761K
SPY
Spdr S&P 500 ETF Trust

ETFs
-63
- 1.4%
$517.38 - $573.86 $32.6K - $36.2K
4.45K $2.55M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2
- 0.01%
$75.32 - $84.37 $151 - $169
19.5K $1.63M
HDV
Ishares Core High Dividend ETF

ETFs
-60
- 0.42%
$107.62 - $118.76 $6.46K - $7.13K
14.2K $1.67M
AMGN
Amgen Inc

Healthcare
-153
- 0.81%
$309.38 - $337.38 $47.3K - $51.6K
18.7K $6.03M
Activity Summary
Buys All Purchases 136 New Holdings 11 Increased Positions 125 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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