Watershed Private Wealth LLC Purchases and Sells in Q3 2024

Watershed Private Wealth LLC

$251 Billion
Q3 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	108K + 142.21%	$51.72 - $57.96 $5.59M - $6.26M	184K $10.6B
AGG	40.6K + 31.97%	$96.25 - $101.98 $3.91M - $4.14M	168K $17B
XCEM	48.3K + 38.53%	$30.17 - $33.79 $1.46M - $1.63M	174K $5.67B
MUB	12K + 25.02%	$106.13 - $108.7 $1.28M - $1.31M	60K $6.52B
DYNF	15.1K + 7.66%	$44.24 - $49.47 $669K - $748K	212K $10.5B
QUAL	2.86K + 4.69%	$162.64 - $179.3 $465K - $512K	63.8K $11.4B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES BITCOIN TRUST ETF	14.3K New	N/A	14.3K $517M
LLY	398 New	$772.14 - $960.02 $307K - $382K	398 $353M
IEV	4.18K New	$53.25 - $58.78 $223K - $246K	4.18K $244M
LMT	386 New	$460.3 - $584.56 $178K - $226K	386 $226M
TMUS	1.08K New	$175.14 - $206.36 $189K - $222K	1.08K $222M
IWB	705 New	$283.28 - $314.39 $200K - $222K	705 $222M

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HEFA	-52K - 87.1%	$32.34 - $35.85 $1.68M - $1.87M	7.7K $273M
SCHG	-13.4K - 65.01%	$92.63 - $105.69 $1.24M - $1.42M	7.23K $753M
VWO	-34.8K - 35.84%	$41.9 - $48.26 $1.46M - $1.68M	62.2K $2.98B
NVDA	-4.17K - 6.65%	$98.91 - $134.91 $412K - $563K	58.5K $7.11B
IVW	-2.48K - 21.32%	$84.77 - $97.13 $210K - $240K	9.13K $875M
MDY	-414 - 36.13%	$523.84 - $572.02 $217K - $237K	732 $417M

Activity Summary All Purchases 51 New Holdings 9 Increased Positions 42 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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