Accel Wealth Management Purchases and Sells in Q3 2024

Accel Wealth Management

$263 Million
Q3 2024

Top Buys

Incresed Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ANGL	27.5K + 31.38%	$28.11 - $29.42 $773K - $809K	115K $3.39M
DGRO	1.1K + 0.7%	$57.47 - $62.76 $63.4K - $69.3K	158K $9.91M
VOE	1.52K + 5.03%	$149.02 - $167.67 $226K - $255K	31.7K $5.32M
PTY	50.3K + 15.91%	$14.16 - $14.47 $713K - $728K	367K $5.28M
AAPL	380 + 1.29%	$207.23 - $234.82 $78.7K - $89.2K	29.7K $6.93M
XLU	6.43K + 45.39%	$67.67 - $80.78 $435K - $519K	20.6K $1.66M

New Holdings

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGEB	49.5K New	$43.99 - $46.63 $2.18M - $2.31M	49.5K $2.3M
FAUG	36.6K New	$43.5 - $45.75 $1.59M - $1.67M	36.6K $1.67M
LGOV	72.2K New	$20.77 - $22.83 $1.5M - $1.65M	72.2K $1.62M
FJUL	21.4K New	$44.46 - $48.11 $951K - $1.03M	21.4K $1.03M
VMBS	19.2K New	$44.9 - $47.55 $864K - $915K	19.2K $908K
JAAA	15.2K New	$50.52 - $50.95 $770K - $777K	15.2K $775K

Top Sells

Reduced Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTSL	-69.1K - 59.34%	$45.51 - $46.26 $3.15M - $3.2M	47.4K $2.17M
GLD	-12.9K - 76.49%	$215.56 - $246.98 $2.79M - $3.2M	3.98K $967K
VNLA	-18.1K - 7.57%	$48.34 - $49.08 $875K - $888K	221K $10.8M
SRLN	-17.1K - 64.6%	$40.93 - $41.85 $701K - $717K	9.39K $392K
PG	-4.68K - 31.08%	$160.76 - $177.82 $752K - $832K	10.4K $1.8M
PGF	-41.1K - 38.69%	$14.7 - $15.89 $604K - $652K	65.1K $1.02M

Activity Summary All Purchases 141 New Holdings 30 Increased Positions 111 All Sells 104 Reductions 104 Sold out 0 Calls 0 Puts 0

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