Fullcircle Wealth LLC Purchases and Sells in Q3 2024

Fullcircle Wealth LLC

$223 Billion
Q3 2024

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	22.2K + 151.9%	$51.72 - $57.96 $1.15M - $1.29M	36.8K $2.05B
GBIL	11.1K + 22.62%	$99.7 - $100.3 $1.11M - $1.11M	60.2K $6.02B
ORCL	3.35K + 34.67%	$125.9 - $170.35 $422K - $571K	13K $2.24B
IUSB	15.1K + 21.95%	$44.83 - $47.42 $676K - $715K	83.8K $3.84B
DEO	4.44K + 98.86%	$120.02 - $140.77 $533K - $625K	8.93K $1.19B
BIL	5.23K + 64.55%	$91.42 - $91.82 $478K - $480K	13.3K $1.22B

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MANAGED PORTFOLIO SERIES	39.2K New	N/A	39.2K $1.13B
XEMD	25.9K New	$40.79 - $42.86 $1.05M - $1.11M	25.9K $1.09B
BONDBLOXX ETF TRUST	15.2K New	N/A	15.2K $775M
BONDBLOXX ETF TRUST	46.4K New	N/A	46.4K $706M
APH	10.2K New	$58.39 - $70.41 $598K - $722K	10.2K $704M
BONDBLOXX ETF TRUST	14.2K New	N/A	14.2K $697M

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSL	-19.5K - 37.5%	$45.51 - $46.26 $886K - $900K	32.4K $1.49B
SPSB	-25.5K - 45.26%	$29.58 - $30.31 $756K - $774K	30.9K $928M
VZ	-16.7K - 57.99%	$38.89 - $45.0 $648K - $750K	12.1K $502M
EQC	-28.5K - 67.9%	$19.14 - $20.41 $546K - $582K	13.5K $267M
SGOV	-4.62K - 42.07%	$100.3 - $100.74 $463K - $465K	6.36K $640M
MRK	-2.17K - 24.66%	$111.15 - $128.97 $241K - $280K	6.63K $691M

Activity Summary All Purchases 121 New Holdings 25 Increased Positions 96 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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