Stage Harbor Financial, LLC Purchases and Sells in Q3 2024

Stage Harbor Financial, LLC

$110 Billion
Q3 2024

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	6.1K + 613.07%	$520.18 - $576.82 $3.17M - $3.52M	7.1K $4.13B
DIMENSIONAL ETF TRUST	33.2K + 9.36%	N/A	388K $12.1B
FNDX	120K + 196.46%	$65.36 - $71.76 $7.84M - $8.6M	181K $4.35B
META	22 + 2.25%	$453.41 - $572.44 $9.98K - $12.6K	998 $589M
TSLA	212 + 19.63%	$191.76 - $263.26 $40.7K - $55.8K	1.29K $281M
MA	60 + 10.31%	$429.6 - $500.99 $25.8K - $30.1K	642 $322M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	3.79K New	$181.06 - $197.17 $685K - $746K	3.79K $751M
IVOO	6.15K New	$97.05 - $106.1 $596K - $652K	6.15K $656M
VIOO	3.9K New	$97.19 - $109.09 $379K - $425K	3.9K $419M
AMT	1.78K New	$192.27 - $242.73 $342K - $432K	1.78K $390M
MORGAN STANLEY ETF TRUST	7.61K New	N/A	7.61K $389M
ORCL	1.37K New	$125.9 - $170.35 $172K - $233K	1.37K $240M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-6.84K - 76.91%	$475.2 - $527.7 $3.25M - $3.61M	2.05K $1.09B
VTV	-5.11K - 28.23%	$159.75 - $174.57 $816K - $892K	13K $2.29B
IJR	-3.74K - 47.92%	$105.53 - $118.34 $395K - $443K	4.07K $472M
GOOG	-189 - 6.69%	$149.54 - $192.66 $28.3K - $36.4K	2.64K $434M
GOOGL	-183 - 9.36%	$148.65 - $191.18 $27.2K - $35K	1.77K $289M
IWF	-890 - 4.76%	$332.02 - $382.76 $295K - $341K	17.8K $6.77B

Activity Summary All Purchases 19 New Holdings 9 Increased Positions 10 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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