Midland Wealth Advisors LLC Purchases and Sells in Q4 2024

Midland Wealth Advisors LLC

$1.66 Trillion
Q4 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	165K + 5.71%	$50.62 - $50.97 $8.36M - $8.42M	3.06M $155B
IVV	691 + 0.19%	$570.51 - $610.59 $394K - $422K	366K $215B
UYLD	48.9K + 61.01%	N/A	129K $6.59B
JPST	15.9K + 42.63%	$50.37 - $50.6 $803K - $807K	53.3K $2.69B
QQQ	752 + 12.95%	$481.22 - $538.17 $362K - $405K	6.56K $3.35B
IWF	318 + 3.44%	$370.24 - $418.94 $118K - $133K	9.57K $3.84B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LISTED FD TR	92.6K New	N/A	92.6K $5.04B
BLACKROCK INC	2.38K New	N/A	2.38K $2.44B
GE VERNOVA INC	742 New	N/A	742 $244M
PSLV	22K New	$9.65 - $11.76 $212K - $259K	22K $212M
BROOKFIELD ASSET MANAGMT LTD	3.74K New	N/A	3.74K $203M
PNC	1.04K New	$178.39 - $215.0 $185K - $223K	1.04K $200M

Top Sells

Reduced Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	-55K - 2.15%	$57.78 - $60.4 $3.18M - $3.32M	2.5M $145B
MBB	-3.32K - 0.25%	$91.26 - $95.82 $303K - $319K	1.33M $122B
SHW	-10.6K - 30.79%	$338.75 - $399.71 $3.59M - $4.23M	23.8K $8.09B
VTV	-4.49K - 0.77%	$168.32 - $181.87 $755K - $816K	579K $98B
HD	-8.34K - 58.72%	$385.02 - $431.37 $3.21M - $3.6M	5.86K $2.28B
IGM	-36.2K - 49.22%	$94.19 - $106.95 $3.41M - $3.87M	37.4K $3.81B

Activity Summary All Purchases 40 New Holdings 6 Increased Positions 34 All Sells 122 Reductions 122 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Midland Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Midland Wealth Advisors LLC with notifications on news.