Wallace Advisory Group, LLC Sells in Q3 2024

Wallace Advisory Group, LLC

  • $137 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.4K
- 16.29%
$207.23 - $234.82 $497K - $564K
12.3K $2.6B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.14K
- 6.23%
$50.25 - $50.74 $108K - $109K
32.2K $1.63B
AMZN
Amazon Com Inc

Consumer Cyclical
-376
- 1.38%
$161.02 - $200.0 $60.5K - $75.2K
27K $5.21B
MSFT
Microsoft Corp

Technology
-133
- 1.76%
$395.15 - $467.56 $52.6K - $62.2K
7.44K $3.33B
IVV
Ishares Core S&P 500 ETF

ETFs
-73
- 1.35%
$520.18 - $576.82 $38K - $42.1K
5.33K $2.92B
GOOG
Alphabet Inc.

Communication Services
-210
- 2.04%
$149.54 - $192.66 $31.4K - $40.5K
10.1K $1.85B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-728
- 1.29%
N/A
55.9K $2.81B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-634
- 1.41%
$52.27 - $60.45 $33.1K - $38.3K
44.3K $2.5B
GLDM
World Gold Trust

ETFs
-732
- 1.24%
$46.2 - $53.01 $33.8K - $38.8K
58.4K $2.69B
NVO
Novo Nordisk A S

Healthcare
-222
- 2.03%
$119.07 - $145.42 $26.4K - $32.3K
10.7K $1.53B
GOOGL
Alphabet Inc.

Communication Services
-158
- 1.21%
$148.65 - $191.18 $23.5K - $30.2K
12.9K $2.35B
V
Visa Inc.

Financial Services
-107
- 2.06%
$253.74 - $291.56 $27.2K - $31.2K
5.09K $1.34B
RTX
Raytheon Technologies Corp

Industrials
-272
- 3.94%
$99.55 - $123.34 $27.1K - $33.5K
6.64K $666M
VZ
Verizon Communications Inc

Communication Services
-605
- 2.98%
$38.89 - $45.0 $23.5K - $27.2K
19.7K $814M
IEF
Ishares Barclays

ETFs
-247
- 1.22%
$92.67 - $99.14 $22.9K - $24.5K
19.9K $1.87B
NOW
Service Now, Inc.

Technology
-29
- 1.76%
$730.87 - $937.36 $21.2K - $27.2K
1.62K $1.28B
BAC
Bank Of America Corp

Financial Services
-556
- 3.2%
$36.65 - $44.13 $20.4K - $24.5K
16.8K $669M
INDA
Ishares Msci India Index Fund

ETFs
-379
- 1.39%
$54.86 - $59.22 $20.8K - $22.4K
26.9K $1.5B
CRM
Salesforce, Inc.

Technology
-82
- 1.78%
$238.42 - $276.53 $19.6K - $22.7K
4.53K $1.16B
MA
Mastercard Inc

Financial Services
-47
- 1.25%
$429.6 - $500.99 $20.2K - $23.5K
3.71K $1.63B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-37
- 1.22%
$531.86 - $624.21 $19.7K - $23.1K
2.98K $1.65B
ADBE
Adobe Inc.

Technology
-35
- 1.33%
$508.13 - $586.55 $17.8K - $20.5K
2.6K $1.44B
ACN
Accenture PLC

Technology
-63
- 2.05%
$295.44 - $355.81 $18.6K - $22.4K
3K $911M
CSCO
Cisco Systems, Inc.

Technology
-396
- 1.83%
$44.74 - $53.22 $17.7K - $21.1K
21.3K $1.01B
NFLX
Netflix Inc

Communication Services
-27
- 1.78%
$598.55 - $722.26 $16.2K - $19.5K
1.49K $1B
WFC
Wells Fargo & Company

Financial Services
-302
- 1.65%
$51.58 - $60.97 $15.6K - $18.4K
18.1K $1.07B
ABNB
Airbnb, Inc.

Consumer Cyclical
-118
- 1.83%
$113.01 - $154.34 $13.3K - $18.2K
6.35K $962M
ABT
Abbott Laboratories

Healthcare
-172
- 1.87%
$100.07 - $118.13 $17.2K - $20.3K
9.04K $939M
PM
Philip Morris International Inc.

Consumer Defensive
-170
- 1.49%
$101.25 - $127.45 $17.2K - $21.7K
11.2K $1.14B
PCG
Pg&E Corp

Utilities
-983
- 2.89%
$17.08 - $20.6 $16.8K - $20.2K
33.1K $578M
GLW
Corning Inc

Technology
-432
- 3.21%
$37.76 - $46.2 $16.3K - $20K
13K $507M
FE
Firstenergy Corp

Utilities
-430
- 2.85%
$38.25 - $44.54 $16.4K - $19.2K
14.7K $561M
CVS
Cvs Health Corp

Healthcare
-264
- 3.41%
$55.81 - $63.18 $14.7K - $16.7K
7.48K $442M
JPM
Jpmorgan Chase & CO

Financial Services
-77
- 1.39%
$194.9 - $224.8 $15K - $17.3K
5.45K $1.1B
FTI
Technip Fmc PLC

Energy
-590
- 3.17%
$23.46 - $29.5 $13.8K - $17.4K
18K $471M
WMB
Williams Companies, Inc.

Energy
-363
- 3.15%
$41.24 - $46.22 $15K - $16.8K
11.1K $474M
AMT
American Tower Corp

Real Estate
-73
- 2.58%
$192.27 - $242.73 $14K - $17.7K
2.76K $536M
ZTS
Zoetis Inc.

Healthcare
-81
- 1.81%
$172.58 - $196.48 $14K - $15.9K
4.4K $762M
C
Citigroup Inc

Financial Services
-217
- 3.19%
$56.11 - $67.61 $12.2K - $14.7K
6.58K $418M
UNH
Unitedhealth Group Inc

Healthcare
-27
- 0.97%
$488.01 - $604.18 $13.2K - $16.3K
2.76K $1.41B
CI
Cigna Corp

Healthcare
-41
- 0.34%
$319.12 - $367.1 $13.1K - $15.1K
12.2K $4.02B
SHOP
Shopify Inc.

Technology
-204
- 2.07%
$52.26 - $80.75 $10.7K - $16.5K
9.67K $639M
AES
Aes Corp

Utilities
-754
- 3.28%
$16.18 - $20.07 $12.2K - $15.1K
22.2K $391M
CVX
Chevron Corp

Energy
-84
- 0.19%
$137.88 - $161.97 $11.6K - $13.6K
44.2K $6.92B
FCX
Freeport Mcmoran Inc

Basic Materials
-265
- 3.08%
$39.52 - $51.92 $10.5K - $13.8K
8.34K $405M
LOW
Lowes Companies Inc

Consumer Cyclical
-58
- 1.44%
$213.3 - $270.78 $12.4K - $15.7K
3.97K $875M
TIP
Ishares Tr Tips Bd ETF

ETFs
-118
- 1.34%
$105.92 - $110.83 $12.5K - $13.1K
8.66K $925M
AME
Ametek Inc

Industrials
-75
- 5.47%
$152.74 - $176.01 $11.5K - $13.2K
1.3K $216M
AIG
American International Group, Inc.

Financial Services
-165
- 3.11%
$70.16 - $79.23 $11.6K - $13.1K
5.14K $381M
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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