Round Rock Advisors, LLC New Holdings in Q3 2024

Round Rock Advisors, LLC

  • $426 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
52.3K
New
$84.35 - $93.39 $4.42M - $4.89M
52.3K $4.6M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.82K
New
$42.22 - $48.62 $246K - $283K
5.82K $270K
UAL
United Airlines Holdings, Inc.

Industrials
4K
New
$37.88 - $58.85 $152K - $235K
4K $228K
SBUX
Starbucks Corp

Consumer Cyclical
2.23K
New
$72.51 - $98.6 $162K - $220K
2.23K $217K
HDV
Ishares Core High Dividend ETF

ETFs
1.77K
New
$107.62 - $118.76 $191K - $210K
1.77K $208K
V
Visa Inc.

Financial Services
759
New
$253.74 - $291.56 $193K - $221K
759 $208K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.79K
New
$102.05 - $114.97 $183K - $206K
1.79K $206K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.03K
New
$59.93 - $66.52 $181K - $201K
3.03K $201K
Brookfield Asset Managmt LTD
5.15K
New
N/A
5.15K $0
Activity Summary
Buys All Purchases 48 New Holdings 9 Increased Positions 39 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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