Gentry Private Wealth, LLC Purchases and Sells in Q3 2024

Gentry Private Wealth, LLC

$122 Billion
Q3 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	26.5K + 333.36%	N/A	34.4K $3.75B
MODL	15.7K + 142.56%	N/A	26.7K $1.05B
SPIB	7.81K + 7.75%	$32.36 - $33.78 $253K - $264K	109K $3.66B
DVY	551 + 6.94%	$119.99 - $135.74 $66.1K - $74.8K	8.49K $1.15B
XNTK	598 + 6.7%	$169.73 - $204.18 $101K - $122K	9.53K $1.88B
IEFA	444 + 8.66%	$70.09 - $78.74 $31.1K - $35K	5.57K $435M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OBIL	27K New	N/A	27K $1.36B
JCPB	27.6K New	$45.87 - $48.53 $1.27M - $1.34M	27.6K $1.33B
RBB FD INC	25.5K New	N/A	25.5K $1.28B
VTWO	13.4K New	$81.17 - $90.77 $1.09M - $1.22M	13.4K $1.2B
TBIL	19.1K New	N/A	19.1K $956M
SDVY	18.1K New	$32.65 - $36.69 $590K - $663K	18.1K $658M

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	-25.1K - 21.47%	$51.29 - $56.57 $1.29M - $1.42M	91.8K $5.19B
FSIG	-30.5K - 68.65%	$18.72 - $19.32 $570K - $588K	13.9K $267M
VTI	-2.44K - 18.75%	$255.18 - $283.2 $622K - $691K	10.6K $2.99B
JIRE	-6.01K - 26.22%	$60.25 - $66.85 $362K - $402K	16.9K $1.12B
QQQ	-524 - 12.25%	$434.77 - $502.96 $228K - $264K	3.75K $1.83B
LMBS	-4.2K - 15.76%	$47.95 - $49.61 $201K - $208K	22.4K $1.11B

Activity Summary All Purchases 27 New Holdings 12 Increased Positions 15 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gentry Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gentry Private Wealth, LLC with notifications on news.