Kfg Wealth Management, LLC Purchases and Sells in Q4 2024

Kfg Wealth Management, LLC

$385 Million
Q4 2024

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	335K + 36.05%	$39.5 - $41.38 $13.2M - $13.9M	1.27M $50.9M
DRSK	514K + 70.27%	$27.43 - $28.44 $14.1M - $14.6M	1.25M $34.2M
FBND	274K + 94.62%	$44.87 - $46.86 $12.3M - $12.8M	564K $25.3M
OSCV	86.7K + 31.78%	$36.89 - $40.88 $3.2M - $3.54M	359K $13.3M
DFIP	75.1K + 72.85%	$40.31 - $42.43 $3.03M - $3.19M	178K $7.21M
SPEM	92.2K + 31.47%	$38.37 - $42.82 $3.54M - $3.95M	385K $14.8M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICVT	31.5K New	$83.09 - $89.28 $2.62M - $2.82M	31.5K $2.68M
A	2.1K New	$125.69 - $146.56 $264K - $308K	2.1K $282K
BSTP	7.38K New	$32.41 - $33.9 $239K - $250K	7.38K $244K
VTI	693 New	$280.04 - $302.45 $194K - $210K	693 $200K
DRAGONFLY ENERGY HOLDINGS CO	49.9K New	N/A	49.9K $0
FIDELITY WISE ORIGIN BITCOIN	3.48K New	N/A	3.48K $0

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-27.2K - 89.26%	$113.92 - $127.38 $3.09M - $3.46M	3.27K $376K
SOXX	-12.2K - 88.88%	$211.27 - $239.8 $2.58M - $2.92M	1.53K $328K
UJUN	-37.1K - 17.63%	$33.03 - $34.15 $1.23M - $1.27M	173K $5.86M
PATK	-2.93K - 25.8%	$82.71 - $146.16 $243K - $429K	8.44K $700K
REZ	-6.76K - 16.78%	$79.04 - $89.77 $534K - $606K	33.5K $2.71M
QQQ	-3K - 9.45%	$481.22 - $538.17 $1.44M - $1.61M	28.7K $14.7M

Activity Summary All Purchases 106 New Holdings 10 Increased Positions 96 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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