Theory Financial LLC Sells in Q3 2024

Theory Financial LLC

  • $261 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-18.6K
- 29.17%
$66.56 - $75.11 $1.24M - $1.4M
45.2K $3.38M
IEMG
Ishares Inc

ETFs
-7.28K
- 34.56%
$53.64 - $53.64 $390K - $390K
13.8K $739K
XLV
Select Sector Spdr Fund Health

ETFs
-3.14K
- 17.26%
$143.3 - $157.24 $450K - $494K
15.1K $2.32M
SUB
Ishares Short Term National Mu

ETFs
-1.84K
- 41.22%
$104.3 - $106.3 $192K - $196K
2.63K $279K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.61K
- 13.45%
$58.03 - $65.37 $267K - $301K
29.6K $1.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.84K
- 13.32%
$89.91 - $101.33 $165K - $186K
12K $1.17M
EPI
Wisdomtree Tr India Earnings F

ETFs
-4.17K
- 5.83%
$47.41 - $50.82 $198K - $212K
67.4K $3.4M
GOOGL
Alphabet Inc.

Communication Services
-36
- 1.81%
$148.65 - $191.18 $5.35K - $6.88K
1.95K $323K
AMZN
Amazon Com Inc

Consumer Cyclical
-34
- 1.49%
$161.02 - $200.0 $5.47K - $6.8K
2.24K $417K
SPY
Spdr S&P 500 ETF Trust

ETFs
-117
- 6.14%
$517.38 - $573.86 $60.5K - $67.1K
1.79K $1.03M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-107
- 3.99%
$97.81 - $108.79 $10.5K - $11.6K
2.58K $280K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-177
- 2.75%
$56.29 - $62.74 $9.96K - $11.1K
6.25K $392K
EMB
Ishares Tr

ETFs
-8
- 0.17%
$87.75 - $93.74 $702 - $750
4.6K $430K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-987
- 4.42%
$144.27 - $157.55 $142K - $156K
21.3K $3.36M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-3.76K
- 6.99%
$59.5 - $67.14 $224K - $253K
50.1K $3.31M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.22K
- 2.24%
$56.83 - $62.44 $69K - $75.9K
53.1K $3.31M
VTV
Vanguard Value ETF

ETFs
-692
- 3.31%
$159.75 - $174.57 $111K - $121K
20.2K $3.53M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.93K
- 3.11%
$60.84 - $67.51 $239K - $266K
123K $8.27M
RZV
Invesco Fd Tr

ETFs
-766
- 2.47%
$96.8 - $112.42 $74.1K - $86.1K
30.2K $3.31M
VBR
Vanguard Small Cap Value ETF

ETFs
-438
- 2.44%
$179.99 - $201.6 $78.8K - $88.3K
17.5K $3.51M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Theory Financial LLC Portfolio

Follow Theory Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Theory Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Theory Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email