Schwallier Wealth Management LLC Purchases and Sells in Q3 2024

Schwallier Wealth Management LLC

23 operations

Stock	Shares change	Price Range	Shares Held
JPST	58.5K + 19.25%	$50.25 - $50.74 $2.94M - $2.97M	362K $18.4B
SPHQ	20.5K + 4.82%	$61.47 - $67.36 $1.26M - $1.38M	445K $29.9B
VTV	4.68K + 6.32%	$159.75 - $174.57 $748K - $817K	78.8K $13.8B
XMHQ	6.51K + 6.15%	$94.31 - $103.26 $614K - $672K	112K $11.5B
AGGY	12.3K + 5.11%	$42.76 - $45.16 $527K - $556K	253K $11.3B
XSHQ	6.21K + 4.12%	$38.22 - $43.47 $237K - $270K	157K $6.8B

8 operations

Stock	Shares change	Price Range	Shares Held
DAUG	13.8K New	N/A	13.8K $539M
DJUL	9.53K New	$38.81 - $41.41 $370K - $395K	9.53K $395M
NORTHERN LTS FD TR IV	1.23K New	N/A	1.23K $262M
IBD	10.8K New	$23.25 - $24.3 $251K - $262K	10.8K $260M
VICTORY PORTFOLIOS II	7.28K New	N/A	7.28K $242M
DHR	857 New	$239.25 - $280.76 $205K - $241K	857 $238M

4 operations

Stock	Shares change	Price Range	Shares Held
BND	-7.15K - 5.65%	$71.45 - $75.64 $511K - $540K	119K $8.96B
VIG	-40 - 1.28%	$182.15 - $182.15 $7.29K - $7.29K	3.09K $611M
META	-1 - 0.14%	$453.41 - $572.44 $453 - $572	700 $401M
FTCS	-259 - 2.42%	$83.58 - $90.94 $21.6K - $23.6K	10.4K $948M

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