Verum Partners LLC Purchases and Sells in Q4 2024

Verum Partners LLC

$347 Billion
Q4 2024

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESTMENT MANAGERS SER TR I	423K + 72.19%	N/A	1.01M $30.6B
VANGUARD MALVERN FDS	41.2K + 28.5%	N/A	186K $14.1B
VOO	2.67K + 7.58%	$521.84 - $558.82 $1.39M - $1.49M	38K $20.5B
TSLA	91 + 1.31%	$213.65 - $479.86 $19.4K - $43.7K	7.02K $2.84B
IJR	8K + 6.58%	$113.92 - $127.38 $911K - $1.02M	130K $14.9B
AVGO	157 + 2.09%	$159.67 - $250.0 $25.1K - $39.3K	7.68K $1.78B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RY	19.5K New	$119.72 - $128.02 $2.34M - $2.5M	19.5K $2.35B
BLACKROCK INC	418 New	N/A	418 $428M
VANGUARD MALVERN FDS	3.66K New	N/A	3.66K $278M
GE VERNOVA INC	728 New	N/A	728 $239M
CRM	695 New	$270.87 - $367.87 $188K - $256K	695 $232M
MS	1.66K New	$104.42 - $134.99 $173K - $224K	1.66K $208M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-207K - 40.37%	$50.37 - $50.6 $10.4M - $10.5M	306K $15.4B
FNDF	-5.29K - 1.43%	$32.92 - $37.15 $174K - $197K	366K $12.1B
VEA	-5.19K - 6.27%	$47.57 - $52.44 $247K - $272K	77.6K $3.71B
KO	-65 - 0.1%	$61.74 - $71.71 $4.01K - $4.66K	62.2K $3.87B
VOOV	-1.63K - 23.43%	$184.21 - $199.29 $300K - $324K	5.31K $981M
SPHQ	-4.53K - 7.69%	$65.67 - $69.79 $297K - $316K	54.4K $3.64B

Activity Summary All Purchases 95 New Holdings 6 Increased Positions 89 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

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