49 Wealth Management, LLC Purchases and Sells in Q3 2024

49 Wealth Management, LLC

$614 Billion
Q3 2024

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	722K + 574.69%	$60.84 - $67.51 $43.9M - $48.7M	847K $57.2B
IEFA	625K + 22426.87%	$70.09 - $78.74 $43.8M - $49.2M	628K $49B
DIVZ	378K + 25.81%	$30.15 - $32.96 $11.4M - $12.5M	1.84M $60.8B
BIL	166K + 79.95%	$91.42 - $91.82 $15.1M - $15.2M	373K $34.2B
IEMG	242K + 169.77%	$53.64 - $53.64 $13M - $13M	384K $22.1B
QUAL	68K + 38.61%	$162.64 - $179.3 $11.1M - $12.2M	244K $43.8B

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSM	706K New	$41.02 - $46.01 $29M - $32.5M	706K $32.1B
IBTF	212K New	$23.13 - $23.43 $4.9M - $4.97M	212K $4.96B
VGSH	69.3K New	$57.74 - $59.13 $4M - $4.1M	69.3K $4.09B
DE	2.21K New	$344.84 - $418.0 $763K - $925K	2.21K $924M
TSM	2.96K New	$147.95 - $191.05 $437K - $565K	2.96K $513M
SFNC	23.1K New	$17.05 - $22.07 $394K - $510K	23.1K $498M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-498K - 73.34%	$54.98 - $59.51 $27.4M - $29.7M	181K $10.8B
COWZ	-376K - 87.89%	$53.41 - $57.9 $20.1M - $21.8M	51.8K $3B
IQLT	-367K - 38.27%	$37.37 - $41.82 $13.7M - $15.4M	593K $24.6B
VTV	-77.2K - 32.8%	$159.75 - $174.57 $12.3M - $13.5M	158K $27.6B
XLU	-80.8K - 96.93%	$67.67 - $80.78 $5.47M - $6.53M	2.56K $207M
IWM	-27K - 93.87%	$200.87 - $224.6 $5.42M - $6.06M	1.76K $389M

Activity Summary All Purchases 106 New Holdings 43 Increased Positions 63 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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