Etesian Wealth Advisors, Inc. Purchases and Sells in Q3 2024

Etesian Wealth Advisors, Inc.

$221 Billion
Q3 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	45.1K + 59.51%	$85.84 - $85.84 $3.87M - $3.87M	121K $11.7B
IVV	5.68K + 84.29%	$520.18 - $576.82 $2.96M - $3.28M	12.4K $7.17B
VOO	5.67K + 346.76%	$475.2 - $527.7 $2.7M - $2.99M	7.31K $3.86B
WISDOMTREE TR	52.5K + 325.78%	N/A	68.7K $3.13B
UCON	82.6K + 29.25%	$24.39 - $25.28 $2.01M - $2.09M	365K $9.17B
JIRE	24.2K + 193.8%	$60.25 - $66.85 $1.46M - $1.61M	36.6K $2.42B

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	33.7K New	$58.03 - $65.37 $1.96M - $2.2M	33.7K $2.18B
VTI	5.67K New	$255.18 - $283.2 $1.45M - $1.61M	5.67K $1.61B
JPIE	29.1K New	$45.17 - $46.39 $1.32M - $1.35M	29.1K $1.35B
BNDX	18.5K New	$48.42 - $50.35 $894K - $929K	18.5K $928M
SPLG	11.6K New	$60.84 - $67.51 $703K - $781K	11.6K $781M
BSV	9.68K New	$76.38 - $78.87 $739K - $763K	9.68K $761M

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	-20.5K - 47.05%	$18.9 - $34.87 $387K - $714K	23K $540M
HYEM	-45.4K - 31.62%	$19.08 - $19.89 $867K - $904K	98.3K $1.95B
JPUS	-7.76K - 47.39%	$108.5 - $119.68 $842K - $929K	8.62K $1.03B
AVDV	-10.5K - 73.85%	$62.52 - $71.12 $655K - $745K	3.71K $262M
SCHE	-28.4K - 25.14%	$25.45 - $29.53 $723K - $839K	84.6K $2.47B
VRP	-19.2K - 61.79%	$23.61 - $24.64 $454K - $474K	11.9K $291M

Activity Summary All Purchases 76 New Holdings 28 Increased Positions 48 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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