Wealth Collab, LLC Purchases and Sells in Q4 2024

Wealth Collab, LLC

$157 Billion
Q4 2024

Top Buys

Incresed Positions

150 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	4.42K + 9.87%	$280.04 - $302.45 $1.24M - $1.34M	49.2K $14.3B
CRM	2.24K + 354.52%	$270.87 - $367.87 $606K - $823K	2.87K $959M
AVUV	6.7K + 6.64%	$94.37 - $106.41 $632K - $713K	108K $10.4B
AMZN	312 + 1.84%	$180.88 - $232.93 $56.4K - $72.7K	17.2K $3.78B
MUB	5.38K + 12.29%	$105.78 - $108.7 $570K - $585K	49.2K $5.24B
VTEB	10.7K + 13.3%	$49.79 - $51.14 $535K - $549K	91.5K $4.59B

New Holdings

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	627 New	$36.46 - $82.38 $22.9K - $51.7K	627 $47.4M
HAFNIA LTD	5.03K New	N/A	5.03K $28M
BCE	1.17K New	$22.53 - $34.84 $26.3K - $40.6K	1.17K $27M
HDB	330 New	$59.45 - $68.01 $19.6K - $22.4K	330 $21.1M
APTIV PLC	319 New	N/A	319 $19.3M
VEREN INC	3.46K New	N/A	3.46K $17.8M

Top Sells

Reduced Positions

132 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNQ	-139 - 0.26%	$87.85 - $98.6 $12.2K - $13.7K	52.8K $4.71B
TIP	-974 - 4.69%	$106.33 - $110.69 $104K - $108K	19.8K $2.11B
SPIP	-5.71K - 67.44%	$25.25 - $26.34 $144K - $150K	2.76K $69.8M
VSGX	-1.04K - 5.94%	$56.61 - $61.63 $59.1K - $64.3K	16.5K $938M
IWR	-1.41K - 41.95%	$87.25 - $95.52 $123K - $135K	1.95K $173M
MSFT	-57 - 0.88%	$406.35 - $454.46 $23.2K - $25.9K	6.39K $2.69B

Activity Summary All Purchases 231 New Holdings 81 Increased Positions 150 All Sells 132 Reductions 132 Sold out 0 Calls 0 Puts 0

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