Wela Strategies, Inc. Sells in Q3 2024

Wela Strategies, Inc.

  • $229 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-8.35K
- 8.07%
$520.18 - $576.82 $4.35M - $4.82M
95.2K $54.9M
EMLP
First Tr Exchange Traded Iv

ETFs
-35.4K
- 35.79%
$30.38 - $34.0 $1.08M - $1.2M
63.5K $2.13M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-8.63K
- 20.4%
$74.26 - $78.84 $641K - $681K
33.7K $2.64M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-14.7K
- 17.38%
$30.55 - $30.85 $448K - $453K
69.7K $2.15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.57K
- 18.99%
$76.38 - $78.87 $502K - $518K
28K $2.2M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-6.18K
- 21.04%
$69.16 - $76.64 $427K - $473K
23.2K $1.74M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-53K
- 39.26%
$5.1 - $5.68 $270K - $301K
82K $462K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-22.6K
- 35.52%
$10.51 - $11.28 $237K - $255K
41K $462K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-33.5K
- 36.2%
$7.45 - $8.23 $250K - $276K
59K $475K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-58.2K
- 33.05%
$3.8 - $4.05 $221K - $236K
118K $477K
VXF
Vanguard Extended Market ETF

ETFs
-950
- 38.23%
$163.98 - $182.92 $156K - $174K
1.54K $279K
NEM
Newmont Corp

Basic Materials
-3.98K
- 31.31%
$41.65 - $55.85 $166K - $222K
8.72K $466K
BAC
Bank Of America Corp

Financial Services
-251
- 4.61%
$36.65 - $44.13 $9.2K - $11.1K
5.19K $205K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.93K
- 6.63%
$37.37 - $41.82 $72.2K - $80.8K
27.2K $1.13M
KO
Coca Cola CO

Consumer Defensive
-569
- 11.13%
$62.69 - $73.01 $35.7K - $41.5K
4.54K $326K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.33K
- 6.01%
$57.32 - $62.65 $420K - $459K
115K $7.14M
AXP
American Express CO

Financial Services
-68
- 3.85%
$225.92 - $271.17 $15.4K - $18.4K
1.7K $459K
AAPL
Apple Inc.

Technology
-4
- 0.17%
$207.23 - $234.82 $829 - $939
2.34K $545K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.39K
- 7.36%
$105.53 - $118.34 $252K - $283K
30.1K $3.52M
CMI
Cummins Inc

Industrials
-16
- 1.1%
$266.63 - $326.4 $4.27K - $5.22K
1.44K $464K
LMT
Lockheed Martin Corp

Industrials
-111
- 8.17%
$460.3 - $584.56 $51.1K - $64.9K
1.25K $729K
EXC
Exelon Corp

Utilities
-292
- 1.54%
$34.24 - $40.55 $10K - $11.8K
18.7K $758K
DGRO
Ishares Core Dividend Growth E

ETFs
-6.22K
- 6.14%
$57.47 - $62.76 $357K - $390K
95.1K $5.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.88K
- 0.92%
$41.9 - $48.26 $78.9K - $90.9K
202K $9.65M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.17K
- 3.79%
$82.97 - $98.97 $346K - $413K
106K $10.3M
Activity Summary
Buys All Purchases 21 New Holdings 4 Increased Positions 17 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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