Delap Wealth Advisory, LLC Purchases and Sells in Q2 2024

Delap Wealth Advisory, LLC

$217 Billion
Q2 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	395K + 85.86%	$30.09 - $32.37 $11.9M - $12.8M	856K $27.6B
IDEV	174K + 104.2%	$64.09 - $68.74 $11.1M - $11.9M	341K $22.4B
DFEM	275K + 107.16%	$24.84 - $27.2 $6.83M - $7.48M	532K $14.2B
DFAX	241K + 99.45%	$24.57 - $26.36 $5.92M - $6.35M	484K $12.3B
AVDV	85.3K + 105.04%	$63.81 - $68.36 $5.44M - $5.83M	166K $10.8B
DISV	109K + 95.57%	$26.23 - $28.56 $2.85M - $3.11M	223K $5.99B

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	10.8K New	$58.7 - $64.78 $633K - $698K	10.8K $692M
SMAR	12K New	$36.58 - $44.29 $440K - $533K	12K $531M
WING	1.12K New	$347.37 - $428.85 $389K - $480K	1.12K $473M
NTRA	4.19K New	$85.28 - $112.6 $357K - $472K	4.19K $454M
REYN	15.3K New	$27.47 - $29.36 $420K - $449K	15.3K $428M
IBDT	15.9K New	$24.4 - $24.86 $388K - $395K	15.9K $394M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-15K - 47.8%	$389.33 - $452.85 $5.83M - $6.78M	16.4K $7.31B
APPF	-22.1K - 92.77%	$208.5 - $249.87 $4.6M - $5.51M	1.72K $421M
AAPL	-26.4K - 57.9%	$165.0 - $216.67 $4.36M - $5.73M	19.2K $4.05B
AMZN	-17.1K - 70.09%	$173.67 - $197.85 $2.97M - $3.38M	7.29K $1.41B
META	-4.24K - 90.6%	$430.17 - $527.34 $1.82M - $2.24M	440 $222M
COST	-2.87K - 68.97%	$704.88 - $870.75 $2.02M - $2.5M	1.29K $1.1B

Activity Summary All Purchases 76 New Holdings 32 Increased Positions 44 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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