Brown Financial Advisors Purchases and Sells in Q3 2024

Brown Financial Advisors

$243 Billion
Q3 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYI	159K + 2856.63%	N/A	164K $8.42B
J P MORGAN EXCHANGE TRADED F	53.4K + 70.23%	N/A	129K $7.91B
IGTR	99.2K + 897.11%	N/A	110K $3.12B
BONDBLOXX ETF TRUST	31.5K + 101.72%	N/A	62.5K $3.13B
SPLG	10.5K + 5.19%	$60.84 - $67.51 $637K - $707K	212K $14.3B
META	1.59K + 34.45%	$453.41 - $572.44 $723K - $912K	6.22K $3.56B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XBJL	238K New	$31.25 - $33.52 $7.45M - $7.99M	238K $7.98B
INNOVATOR ETFS TRUST	208K New	N/A	208K $5.71B
SIXJ	170K New	$27.55 - $29.4 $4.69M - $5.01M	170K $5.01B
LMBS	52.9K New	$47.95 - $49.61 $2.54M - $2.62M	52.9K $2.61B
IGSB	24.9K New	$51.02 - $52.74 $1.27M - $1.31M	24.9K $1.31B
ETN	3.02K New	$272.52 - $333.02 $823K - $1.01M	3.02K $1B

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DOUBLELINE ETF TRUST	-52.2K - 35.81%	N/A	93.5K $4.71B
CI	-3.91K - 75.97%	$319.12 - $367.1 $1.25M - $1.43M	1.24K $428M
XSVN	-21.8K - 50.64%	N/A	21.3K $1.04B
IGIB	-21.3K - 19.29%	$50.85 - $53.88 $1.09M - $1.15M	89.3K $4.8B
BIL	-7.46K - 56.44%	$91.42 - $91.82 $682K - $685K	5.76K $529M
LRCX	-371 - 26.54%	$731.56 - $1127.3 $271K - $418K	1.03K $838M

Activity Summary All Purchases 63 New Holdings 10 Increased Positions 53 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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