Narus Financial Partners, LLC Purchases and Sells in Q3 2024

Narus Financial Partners, LLC

$279 Billion
Q3 2024

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	1.72K + 11.25%	$237.84 - $263.83 $408K - $452K	17K $4.47B
JPIE	13.7K + 56.99%	$45.17 - $46.39 $620K - $637K	37.8K $1.75B
DFSD	11.6K + 48.78%	$47.0 - $47.84 $546K - $555K	35.4K $1.69B
IJR	2.91K + 13.98%	$105.53 - $118.34 $307K - $344K	23.7K $2.77B
VB	1.1K + 7.86%	$214.77 - $237.72 $237K - $262K	15.2K $3.59B
BND	4.92K + 10.09%	$71.45 - $75.64 $351K - $372K	53.6K $4.03B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	4.64K New	$89.91 - $101.33 $417K - $470K	4.64K $455M
CRWD	1.04K New	$217.89 - $392.15 $227K - $409K	1.04K $293M
XMHQ	2.58K New	$94.31 - $103.26 $243K - $266K	2.58K $264M
NVS	2.3K New	$106.13 - $120.89 $244K - $278K	2.3K $264M
MSTR	1.56K New	$114.3 - $1800.09 $178K - $2.81M	1.56K $263M
JEPQ	4.5K New	$49.7 - $56.11 $224K - $252K	4.5K $247M

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHWAB CHARLES FAMILY FD	-1.23M - 38.29%	N/A	1.99M $1.99B
HIGH	-21.4K - 33.89%	N/A	41.8K $980M
XLK	-1.92K - 8.65%	$197.34 - $237.68 $380K - $457K	20.3K $4.58B
IXN	-3.05K - 20.19%	$73.0 - $87.81 $223K - $268K	12.1K $995M
USHY	-5.98K - 37.8%	$36.06 - $37.66 $216K - $225K	9.85K $371M
JPST	-4.38K - 6.01%	$50.25 - $50.74 $220K - $222K	68.5K $3.48B

Activity Summary All Purchases 78 New Holdings 14 Increased Positions 64 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Narus Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Narus Financial Partners, LLC with notifications on news.