Winch Advisory Services, LLC New Holdings in Q3 2024

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
96
New
$283.28 - $314.39 $27.2K - $30.2K
96 $30K
RIO
Rio Tinto PLC

Basic Materials
359
New
$59.71 - $71.21 $21.4K - $25.6K
359 $25K
IEF
Ishares Barclays

ETFs
204
New
$92.67 - $99.14 $18.9K - $20.2K
204 $20K
DWM
Wisdomtree Tr

ETFs
251
New
$52.24 - $58.1 $13.1K - $14.6K
251 $14K
IP
International Paper CO

Consumer Cyclical
252
New
$42.55 - $49.98 $10.7K - $12.6K
252 $12K
CHSCO
Chs Inc

Consumer Defensive
305
New
$26.08 - $27.42 $7.95K - $8.36K
305 $8K
CRLBF
Cresco Labs Inc.

Healthcare
3.53K
New
$1.38 - $2.0 $4.87K - $7.06K
3.53K $5K
NVEC
Nve Corp

Technology
51
New
$71.14 - $89.3 $3.63K - $4.55K
51 $4K
WMB
Williams Companies, Inc.

Energy
101
New
$41.24 - $46.22 $4.17K - $4.67K
101 $4K
MVO
Mv Oil Trust

Energy
400
New
$8.95 - $9.92 $3.58K - $3.97K
400 $3K
HPE
Hewlett Packard Enterprise CO

Technology
100
New
$16.1 - $21.44 $1.61K - $2.14K
100 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
9
New
$217.89 - $392.15 $1.96K - $3.53K
9 $2K
KNOP
Knot Offshore Partners LP

Industrials
301
New
$6.53 - $8.55 $1.97K - $2.57K
301 $2K
IMOS
Chipmos Technologies Inc

Technology
100
New
$21.65 - $26.83 $2.17K - $2.68K
100 $2K
WU
Western Union CO

Financial Services
204
New
$11.35 - $12.97 $2.32K - $2.65K
204 $2K
NGLOY
Anglo Amern PLC (Uk)

Basic Materials
100
New
$13.22 - $16.31 $1.32K - $1.63K
100 $1K
IWR
Ishares Russell Mid Cap ETF

ETFs
13
New
$79.92 - $88.19 $1.04K - $1.15K
13 $1K
IEFA
Ishares Tr

ETFs
18
New
$70.09 - $78.74 $1.26K - $1.42K
18 $1K
WEN
Wendy'S CO

Consumer Cyclical
101
New
$15.83 - $18.24 $1.6K - $1.84K
101 $1K
EQT
Eqt Corp

Energy
35
New
$30.21 - $37.21 $1.06K - $1.3K
35 $1K
WSBF
Waterstone Financial, Inc.

Financial Services
100
New
$12.7 - $16.27 $1.27K - $1.63K
100 $1K
Super Micro Computer Inc
2
New
N/A
2 $0
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
101
New
$6.85 - $11.22 $692 - $1.13K
101 $0
NGL
Ngl Energy Partners LP

Energy
100
New
$3.98 - $5.06 $398 - $506
100 $0
Amentum Holdings Inc
540
New
N/A
540 $0
MNTX
Manitex International, Inc.

Industrials
100
New
$3.21 - $5.65 $321 - $565
100 $0
ADES
Advanced Emissions Solutions, Inc.

Industrials
100
New
N/A
100 $0
Byd CO LTD Shs H
40
New
N/A
40 $0
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
51
New
$15.15 - $15.95 $773 - $813
51 $0
Ishares Bitcoin Trust ETF
2.97K
New
N/A
2.97K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
New
$57.32 - $62.65 $229 - $251
4 $0
INTT
Intest Corp

Technology
100
New
$6.29 - $11.71 $629 - $1.17K
100 $0
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12
New
$47.18 - $48.74 $566 - $585
12 $0
IVV
Ishares Core S&P 500 ETF

ETFs
1
New
$520.18 - $576.82 $520 - $577
1 $0
IWN
Ishares Russell2000 Val ETF

ETFs
4
New
$150.05 - $171.34 $600 - $685
4 $0
IXUS
Ishares Tr

ETFs
12
New
$64.9 - $73.35 $779 - $880
12 $0
Xwell Inc $0.01 New
25
New
N/A
25 $0
Activity Summary
Buys All Purchases 217 New Holdings 38 Increased Positions 179 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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