New Insight Wealth Advisors Purchases and Sells in Q3 2024

New Insight Wealth Advisors

$190 Billion
Q3 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	4.27K + 9.79%	$520.18 - $576.82 $2.22M - $2.47M	47.9K $27.7B
RSP	10.7K + 43.76%	$162.83 - $179.16 $1.75M - $1.92M	35.3K $6.32B
SCHD	12K + 7.87%	$77.02 - $85.06 $927K - $1.02M	165K $13.9B
FBND	31.5K + 19.81%	$44.65 - $47.21 $1.41M - $1.49M	190K $8.9B
VO	2.5K + 6.72%	$237.84 - $263.83 $595K - $660K	39.8K $10.5B
SMH	3.91K + 136.09%	$211.47 - $281.27 $827K - $1.1M	6.78K $1.66B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	28K New	$81.31 - $83.29 $2.27M - $2.33M	28K $2.33B
XMHQ	6.02K New	$94.31 - $103.26 $567K - $621K	6.02K $617M
INTF	10.6K New	$28.08 - $31.79 $298K - $338K	10.6K $334M
XSMO	4.3K New	$59.5 - $67.14 $256K - $289K	4.3K $285M
VB	1.09K New	$214.77 - $237.72 $233K - $258K	1.09K $258M
APP	1.7K New	$67.14 - $130.65 $114K - $221K	1.7K $221M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIAL	-73K - 50.0%	$17.48 - $18.51 $1.28M - $1.35M	73K $1.35B
FDD	-63.5K - 72.0%	$11.46 - $12.62 $728K - $802K	24.7K $308M
IXJ	-6.99K - 37.72%	$91.63 - $101.25 $640K - $708K	11.5K $1.13B
SPG	-7.13K - 16.18%	$146.09 - $170.11 $1.04M - $1.21M	36.9K $6.24B
MRNA	-54 - 0.66%	$63.64 - $125.14 $3.44K - $6.76K	8.19K $547M
PINS	-2.25K - 7.92%	$28.66 - $43.51 $64.4K - $97.8K	26.1K $845M

Activity Summary All Purchases 44 New Holdings 10 Increased Positions 34 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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