Orba Wealth Advisors, L.L.C. Purchases and Sells in Q3 2024

Orba Wealth Advisors, L.L.C.

$198 Billion
Q3 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	515 + 2.77%	$517.38 - $573.86 $266K - $296K	19.1K $11B
DGRW	2.09K + 2.18%	$75.88 - $83.21 $159K - $174K	97.9K $8.15B
FTNT	4.59K + 30.79%	$55.39 - $77.55 $254K - $356K	19.5K $1.51B
AVUV	513 + 0.73%	$88.24 - $99.7 $45.3K - $51.1K	70.4K $6.76B
SPDW	750 + 0.47%	$33.74 - $37.96 $25.3K - $28.5K	161K $6.05B
AVDE	40 + 0.06%	$60.09 - $67.67 $2.4K - $2.71K	69.3K $4.64B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PIMCO ETF TR	114K New	N/A	114K $3.04B
T ROWE PRICE ETF INC	90K New	N/A	90K $2.99B
HYBL	91.1K New	$27.88 - $28.71 $2.54M - $2.62M	91.1K $2.62B
FMB	12.5K New	$51.0 - $52.05 $638K - $651K	12.5K $650M
AB ACTIVE ETFS INC	15.5K New	N/A	15.5K $569M
QDF	3K New	$65.37 - $71.71 $196K - $215K	3K $215M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMLP	-59.5K - 90.12%	$30.38 - $34.0 $1.81M - $2.02M	6.53K $219M
OMFL	-10.5K - 15.21%	$47.65 - $52.99 $500K - $556K	58.5K $3.1B
SDVY	-14.5K - 50.94%	$32.65 - $36.69 $474K - $532K	14K $508M
ULST	-6.85K - 2.86%	$40.28 - $40.8 $276K - $279K	232K $9.47B
JEPQ	-1.75K - 3.43%	$49.7 - $56.11 $87K - $98.2K	49.3K $2.71B
FTCS	-4.98K - 9.33%	$83.58 - $90.94 $416K - $453K	48.4K $4.39B

Activity Summary All Purchases 34 New Holdings 8 Increased Positions 26 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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