Avid Wealth Partners LLC Purchases and Sells in Q4 2024

Avid Wealth Partners LLC

$141 Billion
Q4 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	49.4K + 51.98%	$61.68 - $67.87 $3.05M - $3.35M	144K $9B
IVV	3.96K + 28.46%	$570.51 - $610.59 $2.26M - $2.42M	17.9K $10.5B
IVW	1.19K + 1.05%	$94.43 - $105.47 $112K - $125K	114K $11.5B
DXJ	1.86K + 7.46%	$105.85 - $112.84 $196K - $209K	26.7K $2.95B
AMZN	453 + 20.53%	$180.88 - $232.93 $81.9K - $106K	2.66K $584M
ISHARES BITCOIN TRUST ETF	104 + 1.68%	N/A	6.31K $335M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWR	13.9K New	$87.25 - $95.52 $1.21M - $1.32M	13.9K $1.23B
SHM	10.5K New	$47.26 - $48.18 $496K - $505K	10.5K $497M
RSP	2.55K New	$174.22 - $187.62 $444K - $478K	2.55K $446M
EFG	4.53K New	$96.83 - $106.88 $438K - $484K	4.53K $438M
ILCV	3.17K New	$80.23 - $85.43 $255K - $271K	3.17K $257M
AVGO	867 New	$159.67 - $250.0 $138K - $217K	867 $201M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	-10.7K - 15.47%	N/A	58.3K $16.9B
URA	-43.1K - 14.4%	$26.78 - $33.46 $1.15M - $1.44M	256K $6.86B
GTO	-18.2K - 18.06%	$46.33 - $48.41 $842K - $880K	82.5K $3.83B
GLDM	-9.16K - 5.55%	$50.76 - $55.23 $465K - $506K	156K $8.11B
EPI	-1.72K - 2.62%	$45.09 - $50.08 $77.5K - $86.1K	63.8K $2.89B
SUB	-3.76K - 41.4%	$104.94 - $106.2 $394K - $399K	5.32K $561M

Activity Summary All Purchases 20 New Holdings 6 Increased Positions 14 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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