Bip Wealth, LLC Purchases and Sells in Q3 2024

Bip Wealth, LLC

$1.47 Trillion
Q3 2024

Top Buys

Incresed Positions

136 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	828K + 15.99%	$50.2 - $50.48 $41.6M - $41.8M	6.01M $301B
SPY	38.9K + 8.01%	$517.38 - $573.86 $20.1M - $22.3M	525K $301B
VTV	80.3K + 30.62%	$159.75 - $174.57 $12.8M - $14M	342K $59.8B
VTI	36.8K + 17.45%	$255.18 - $283.2 $9.39M - $10.4M	248K $70.2B
TFLO	241K + 19.49%	$50.42 - $50.66 $12.2M - $12.2M	1.48M $74.8B
EFA	51.9K + 8.54%	$75.32 - $84.37 $3.91M - $4.38M	659K $55.1B

New Holdings

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMURFIT WESTROCK PLC F	63.1K New	N/A	63.1K $3.12B
ACN	4.61K New	$295.44 - $355.81 $1.36M - $1.64M	4.61K $1.63B
DIMENSIONAL ETF TRUST US LARGE CAP VALUE ETF	35.2K New	N/A	35.2K $1.08B
DIMENSIONAL ETF TRUST US CORE EQUITY 1 ETF	16.9K New	N/A	16.9K $1.07B
UL	13.9K New	$54.7 - $65.59 $759K - $910K	13.9K $901M
DFIC	24.4K New	$25.36 - $28.37 $618K - $691K	24.4K $686M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DVY	-1.91K - 28.1%	$119.99 - $135.74 $229K - $259K	4.88K $659M
GOOG	-199 - 2.65%	$149.54 - $192.66 $29.8K - $38.3K	7.31K $1.22B
ISTB	-2.91K - 39.92%	$47.18 - $48.74 $137K - $142K	4.38K $213M
NVO	-26 - 0.74%	$119.07 - $145.42 $3.1K - $3.78K	3.5K $417M
SPIB	-2.88K - 10.61%	$32.36 - $33.78 $93.1K - $97.2K	24.2K $817M
QQEW	-328 - 6.68%	$114.52 - $127.8 $37.6K - $41.9K	4.59K $575M

Activity Summary All Purchases 188 New Holdings 52 Increased Positions 136 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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