Accretive Wealth Partners, LLC Purchases and Sells in Q3 2024

Accretive Wealth Partners, LLC

28 operations

Stock	Shares change	Price Range	Shares Held
IJR	854 + 1.73%	$105.53 - $118.34 $90.1K - $101K	50.1K $5.86M
TLT	3.03K + 27.68%	$89.91 - $101.33 $273K - $307K	14K $1.37M
VNQ	530 + 3.93%	$82.97 - $98.97 $44K - $52.5K	14K $1.37M
FSV	49 + 0.8%	$152.13 - $183.13 $7.45K - $8.97K	6.19K $1.13M
AMT	23 + 0.52%	$192.27 - $242.73 $4.42K - $5.58K	4.46K $1.04M
IBTM	1.74K + 1.68%	$22.2 - $23.71 $38.6K - $41.2K	105K $2.46M

3 operations

Stock	Shares change	Price Range	Shares Held
IEF	3.6K New	$92.67 - $99.14 $334K - $357K	3.6K $353K
IVE	1.07K New	$181.06 - $197.17 $193K - $211K	1.07K $210K
ISHARES TR	88.2K New	N/A	88.2K $0

89 operations

Stock	Shares change	Price Range	Shares Held
AAPL	-40.1K - 65.67%	$207.23 - $234.82 $8.3M - $9.41M	20.9K $4.88M
IBTE	-95.8K - 73.88%	$23.88 - $24.01 $2.29M - $2.3M	33.8K $812K
MSFT	-2.62K - 16.56%	$395.15 - $467.56 $1.04M - $1.23M	13.2K $5.69M
VIG	-2.1K - 3.49%	$182.15 - $182.15 $382K - $382K	58K $10.6M
COST	-486 - 57.24%	$801.83 - $917.05 $390K - $446K	363 $321K
GOOG	-241 - 1.37%	$149.54 - $192.66 $36K - $46.4K	17.3K $2.89M

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