1900 Wealth Management LLC Purchases and Sells in Q4 2024

1900 Wealth Management LLC

$1.11 Billion
Q4 2024

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	214K + 4.76%	$66.77 - $71.52 $14.3M - $15.3M	4.7M $324M
JAAA	195K + 10.55%	$50.62 - $50.97 $9.87M - $9.94M	2.04M $104M
JMUB	35.6K + 17.04%	$50.02 - $51.24 $1.78M - $1.82M	244K $12.3M
VTI	3.64K + 12.37%	$280.04 - $302.45 $1.02M - $1.1M	33.1K $9.59M
AAPL	1.93K + 6.59%	$221.69 - $259.02 $427K - $499K	31.2K $7.8M
SGOV	9.88K + 99.83%	$100.16 - $100.7 $989K - $995K	19.8K $1.98M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FMHI	12.4K New	$47.98 - $49.47 $595K - $614K	12.4K $599K
IBDU	21.7K New	$22.71 - $23.47 $492K - $509K	21.7K $494K
CRM	1.01K New	$270.87 - $367.87 $274K - $372K	1.01K $338K
BND	4.26K New	$71.75 - $75.11 $306K - $320K	4.26K $306K
GNR	6.04K New	$48.67 - $58.43 $294K - $353K	6.04K $300K
COP	2.13K New	$95.12 - $114.72 $203K - $245K	2.13K $211K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PZA	-119K - 16.01%	$23.42 - $24.25 $2.78M - $2.88M	622K $14.7M
VTHR	-6.77K - 41.86%	$251.33 - $271.45 $1.7M - $1.84M	9.41K $2.44M
FNDF	-9.4K - 3.85%	$32.92 - $37.15 $309K - $349K	235K $7.8M
DFIV	-24.1K - 15.53%	$34.86 - $37.97 $840K - $915K	131K $4.65M
IQLT	-11.7K - 6.31%	$37.12 - $41.23 $434K - $483K	174K $6.45M
DFAI	-17K - 6.61%	$29.0 - $31.6 $492K - $536K	240K $7.01M

Activity Summary All Purchases 90 New Holdings 8 Increased Positions 82 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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