United Advisor Group, LLC Sells in Q3 2024

United Advisor Group, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-37.5K
- 36.99%
$61.11 - $67.85 $2.29M - $2.55M
63.9K $4.33M
VEA
Vanguard Ftse Developed Market

ETFs
-17.8K
- 30.01%
$47.6 - $53.31 $845K - $947K
41.4K $2.19M
ADBE
Adobe Inc.

Technology
-902
- 30.59%
$508.13 - $586.55 $458K - $529K
2.05K $1.06M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-732
- 0.45%
$8.08 - $11.02 $5.91K - $8.07K
163K $1.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.99K
- 43.84%
$92.63 - $105.69 $370K - $422K
5.11K $532K
CPRT
Copart Inc

Consumer Cyclical
-6.67K
- 47.17%
$49.19 - $55.54 $328K - $371K
7.48K $391K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-11.1K
- 48.6%
$29.78 - $32.95 $331K - $366K
11.7K $386K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1K
- 47.61%
$305.34 - $350.41 $307K - $352K
1.11K $381K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-10.6K
- 48.72%
$31.02 - $36.12 $328K - $382K
11.1K $402K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.3K
- 31.65%
$41.9 - $48.26 $348K - $401K
17.9K $857K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.15K
- 19.36%
$49.93 - $51.15 $157K - $161K
13.1K $671K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-3.6K
- 22.96%
$41.04 - $43.51 $148K - $157K
12.1K $520K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.32K
- 24.79%
$84.77 - $97.13 $112K - $128K
4K $382K
FDX
Fedex Corp

Industrials
-23
- 0.67%
$254.64 - $313.52 $5.86K - $7.21K
3.43K $938K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.46K
- 7.52%
$162.64 - $179.3 $237K - $262K
17.9K $3.22M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.42K
- 11.84%
$8.26 - $12.16 $11.8K - $17.3K
10.6K $95K
MAIN
Main Street Capital Corp

Financial Services
-730
- 8.71%
$47.05 - $52.25 $34.3K - $38.1K
7.65K $383K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-644
- 6.9%
$71.45 - $75.64 $46K - $48.7K
8.68K $652K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-149
- 8.69%
$116.79 - $133.54 $17.4K - $19.9K
1.57K $206K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-1.5K
- 5.7%
$15.32 - $16.13 $23K - $24.2K
24.9K $393K
FDHY
Fidelity Covington Trust High

ETFs
-349
- 4.78%
$47.71 - $49.43 $16.7K - $17.3K
6.95K $342K
JPMB
J P Morgan Usd Emerging Market

ETFs
-469
- 6.47%
$38.32 - $40.67 $18K - $19.1K
6.78K $275K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-971
- 8.07%
$29.23 - $33.51 $28.4K - $32.5K
11.1K $365K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-396
- 5.73%
$35.73 - $39.48 $14.1K - $15.6K
6.51K $255K
JUCY
ETF Ser Solutions Aptus Enhanc
-1.51K
- 1.01%
N/A
148K $0
EMDV
Proshares Tr Msci Emerging Mkt

ETFs
-320
- 5.35%
$42.17 - $47.32 $13.5K - $15.1K
5.67K $268K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-223
- 1.82%
$44.65 - $47.21 $9.96K - $10.5K
12K $561K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-161
- 2.93%
$41.02 - $46.01 $6.6K - $7.41K
5.34K $242K
DOCU
Docusign, Inc.

Technology
-292
- 7.07%
$49.73 - $62.53 $14.5K - $18.3K
3.84K $238K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-14
- 0.34%
$73.43 - $80.37 $1.03K - $1.13K
4.12K $331K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-111
- 4.05%
$125.95 - $142.04 $14K - $15.8K
2.63K $373K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-630
- 6.17%
$31.07 - $39.36 $19.6K - $24.8K
9.59K $350K
ILMN
Illumina, Inc.

Healthcare
-31
- 1.43%
$105.28 - $135.9 $3.26K - $4.21K
2.14K $278K
FVD
First Tr Value Line Divid Inde

ETFs
-458
- 2.81%
$40.45 - $45.49 $18.5K - $20.8K
15.8K $720K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-483
- 2.12%
$39.47 - $49.4 $19.1K - $23.9K
22.3K $1.06M
BX
Blackstone Inc.

Financial Services
-396
- 8.26%
$120.77 - $159.66 $47.8K - $63.2K
4.4K $673K
CINF
Cincinnati Financial Corp

Financial Services
-8
- 0.17%
$115.7 - $138.2 $926 - $1.11K
4.67K $634K
NEM
Newmont Corp

Basic Materials
-302
- 3.2%
$41.65 - $55.85 $12.6K - $16.9K
9.13K $488K
IVE
Ishares S&P 500 Value ETF

ETFs
-211
- 2.37%
$181.06 - $197.17 $38.2K - $41.6K
8.69K $1.71M
Activity Summary
Buys All Purchases 295 New Holdings 99 Increased Positions 196 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email