Instrumental Wealth, LLC Purchases and Sells in Q3 2024

Instrumental Wealth, LLC

$103 Billion
Q3 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	2.29K + 1.68%	$84.77 - $97.13 $194K - $223K	139K $13.6B
IVE	1.64K + 3.13%	$181.06 - $197.17 $297K - $324K	54K $10.8B
COWZ	7.98K + 3.91%	$53.41 - $57.9 $426K - $462K	212K $12.4B
IJH	4.34K + 2.2%	$57.32 - $62.65 $248K - $272K	201K $12.7B
IVV	163 + 1.25%	$520.18 - $576.82 $84.8K - $94K	13.2K $7.76B
AMPLIFY ETF TR	977 + 2.03%	N/A	49K $3.51B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMF	11K New	$56.65 - $58.17 $621K - $637K	11K $630M
AVGO	1.3K New	$136.27 - $1745.86 $177K - $2.27M	1.3K $237M
HD	558 New	$333.64 - $405.2 $186K - $226K	558 $232M
TSLA	965 New	$191.76 - $263.26 $185K - $254K	965 $211M
V	724 New	$253.74 - $291.56 $184K - $211K	724 $203M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNQ	-29.8K - 80.9%	$82.97 - $98.97 $2.47M - $2.95M	7.03K $670M
IWB	-880 - 19.98%	$283.28 - $314.39 $249K - $277K	3.52K $1.13B
WHEELS UP EXPERIENCE INC	-5.8K - 4.58%	N/A	121K $256M
MRK	-32 - 0.87%	$111.15 - $128.97 $3.56K - $4.13K	3.64K $399M
CVX	-3 - 0.13%	$137.88 - $161.97 $414 - $486	2.24K $339M
LLY	-49 - 14.58%	$772.14 - $960.02 $37.8K - $47K	287 $266M

Activity Summary All Purchases 34 New Holdings 5 Increased Positions 29 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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