Fma Wealth Management, LLC Purchases and Sells in Q3 2024

Fma Wealth Management, LLC

$138 Billion
Q3 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JCPB	74K + 35.38%	$45.87 - $48.53 $3.39M - $3.59M	283K $13.7B
JPIE	76.8K + 46.43%	$45.17 - $46.39 $3.47M - $3.56M	242K $11.2B
SMLF	41.8K + 124.17%	$60.1 - $66.57 $2.51M - $2.78M	75.4K $5B
ONEY	23.9K + 194.18%	$102.5 - $112.27 $2.45M - $2.68M	36.1K $4.05B
JHMM	38.8K + 85.41%	$54.25 - $60.2 $2.11M - $2.34M	84.3K $5.07B
OSEA	29.7K + 20.58%	N/A	174K $5.03B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
J P MORGAN EXCHANGE TRADED F	228K New	N/A	228K $11.9B
DBMF	211K New	$26.82 - $30.58 $5.65M - $6.44M	211K $5.92B
FIDELITY COVINGTON TRUST	87.3K New	N/A	87.3K $2.81B
FIDELITY COVINGTON TRUST	86.2K New	N/A	86.2K $2.77B
FIDELITY COVINGTON TRUST	69.8K New	N/A	69.8K $2.11B
FIDELITY COVINGTON TRUST	8.25K New	N/A	8.25K $274M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-100 - 8.24%	$395.15 - $467.56 $39.5K - $46.8K	1.11K $479M
JPST	-962 - 13.65%	$50.25 - $50.74 $48.3K - $48.8K	6.09K $309M
ELV	-25 - 5.0%	$500.12 - $562.29 $12.5K - $14.1K	475 $247M
LLY	-15 - 4.11%	$772.14 - $960.02 $11.6K - $14.4K	350 $310M
MFC	-886 - 11.38%	$24.13 - $29.63 $21.4K - $26.3K	6.9K $204M
XOM	-65 - 1.76%	$109.72 - $119.0 $7.13K - $7.74K	3.63K $425M

Activity Summary All Purchases 24 New Holdings 7 Increased Positions 17 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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