Bos Asset Management, LLC Purchases and Sells in Q3 2024

Bos Asset Management, LLC

$272 Billion
Q3 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
YEAR	374K + 102.48%	N/A	738K $37.5B
TLT	99.3K + 54.3%	$89.91 - $101.33 $8.93M - $10.1M	282K $27.7B
SPY	1.86K + 8.64%	$517.38 - $573.86 $963K - $1.07M	23.4K $13.4B
AB ACTIVE ETFS INC	21.1K + 475.25%	N/A	25.5K $2B
DIMENSIONAL ETF TRUST	29.1K + 10.27%	N/A	312K $9.61B
BLACKROCK ETF TRUST II	22K + 84.4%	N/A	48K $2.57B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SIMPLIFY EXCHANGE TRADED FUN	14.7K New	N/A	14.7K $758M
ELEVATION SERIES TRUST	24.5K New	N/A	24.5K $744M
ICVT	3.09K New	$77.24 - $83.67 $238K - $258K	3.09K $258M
LOW	905 New	$213.3 - $270.78 $193K - $245K	905 $245M
PEG	2.6K New	$73.58 - $89.21 $191K - $232K	2.6K $232M
IEMG	3.97K New	$53.64 - $53.64 $213K - $213K	3.97K $228M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	-2.26K - 44.77%	$514.43 - $606.85 $1.16M - $1.37M	2.78K $1.63B
KNG	-11.4K - 51.8%	$50.02 - $54.5 $570K - $621K	10.6K $578M
VPU	-4.41K - 36.31%	$146.64 - $174.54 $646K - $769K	7.73K $1.34B
LLY	-46 - 0.67%	$772.14 - $960.02 $35.5K - $44.2K	6.79K $6.01B
TIP	-1.66K - 13.77%	$105.92 - $110.83 $175K - $184K	10.4K $1.15B
F	-1.2K - 2.45%	$9.71 - $14.55 $11.7K - $17.5K	47.9K $506M

Activity Summary All Purchases 78 New Holdings 17 Increased Positions 61 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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