Stage Harbor Financial, LLC Purchases and Sells in Q4 2024

Stage Harbor Financial, LLC

$115 Billion
Q4 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	676 + 1.8%	$378.79 - $428.11 $256K - $289K	38.2K $15.7B
DIMENSIONAL ETF TRUST	47.2K + 12.19%	N/A	435K $13.1B
MORGAN STANLEY ETF TRUST	8.47K + 111.23%	N/A	16.1K $802M
IWF	16 + 0.09%	$370.24 - $418.94 $5.92K - $6.7K	17.8K $7.16B
VTI	729 + 93.34%	$280.04 - $302.45 $204K - $220K	1.51K $438M
BND	3.01K + 9.66%	$71.75 - $75.11 $216K - $226K	34.1K $2.45B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	18K New	$33.92 - $36.6 $612K - $660K	18K $624M
BNDX	11.6K New	$48.91 - $50.61 $569K - $589K	11.6K $571M
DFAT	6.8K New	$54.54 - $61.04 $371K - $415K	6.8K $379M
DIMENSIONAL ETF TRUST	6.48K New	N/A	6.48K $343M
MGC	1.57K New	$204.21 - $220.18 $321K - $347K	1.57K $335M
SUB	2.54K New	$104.94 - $106.2 $266K - $269K	2.54K $267M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWX	-62 - 0.07%	$52.1 - $57.26 $3.23K - $3.55K	87.1K $4.55B
MUB	-492 - 0.28%	$105.78 - $108.7 $52K - $53.5K	175K $18.6B
VIOO	-791 - 20.31%	$105.45 - $117.99 $83.4K - $93.3K	3.1K $329M
IVE	-204 - 5.39%	$189.5 - $206.17 $38.7K - $42.1K	3.58K $684M
META	-92 - 9.22%	$554.08 - $632.68 $51K - $58.2K	906 $530M
TMO	-14 - 2.58%	$501.29 - $612.85 $7.02K - $8.58K	529 $275M

Activity Summary All Purchases 29 New Holdings 12 Increased Positions 17 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Stage Harbor Financial, LLC with notifications on news.