Wealth Alliance Reduced Holdings in Q3 2024

Wealth Alliance

  • $818 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LOW
Lowes Companies Inc

Consumer Cyclical
-112
- 1.58%
$213.3 - $270.78 $23.9K - $30.3K
6.99K $1.89M
ANET
Arista Networks, Inc.

Technology
-63
- 0.58%
$311.42 - $388.21 $19.6K - $24.5K
10.8K $4.16M
UNH
Unitedhealth Group Inc

Healthcare
-122
- 2.2%
$488.01 - $604.18 $59.5K - $73.7K
5.43K $3.17M
NEE
Nextera Energy Inc

Utilities
-1.16K
- 2.83%
$69.9 - $84.97 $80.8K - $98.2K
39.7K $3.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-74
- 0.89%
$191.76 - $263.26 $14.2K - $19.5K
8.23K $2.15M
IAU
Ishares Gold Trust

ETFs
-45
- 0.05%
$44.06 - $50.5 $1.98K - $2.27K
94.3K $4.69M
META
Meta Platforms, Inc.

Communication Services
-42
- 0.36%
$453.41 - $572.44 $19K - $24K
11.5K $6.59M
IVE
Ishares S&P 500 Value ETF

ETFs
-388
- 0.44%
$181.06 - $197.17 $70.3K - $76.5K
87.7K $17.3M
AAPL
Apple Inc.

Technology
-4.29K
- 1.18%
$207.23 - $234.82 $890K - $1.01M
360K $83.9M
Activity Summary
Buys All Purchases 281 New Holdings 41 Increased Positions 240 Sells All Sells 209 Reductions 209 Sold out 0 Options Calls 0 Puts 0
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