Act Wealth Management, LLC Purchases and Sells in Q1 2024

Act Wealth Management, LLC

$198 Million
Q1 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	4.72K + 1.99%	$109.98 - $120.99 $519K - $571K	242K $29.3M
IWB	749 + 0.92%	$257.46 - $288.1 $193K - $216K	82.2K $23.7M
SCHF	17.2K + 2.23%	$35.71 - $39.11 $614K - $672K	787K $30.7M
GLD	861 + 0.92%	$184.42 - $205.72 $159K - $177K	94.6K $19.5M
XLE	3.05K + 4.54%	$79.91 - $94.41 $244K - $288K	70.3K $6.64M
CEMB	11.6K + 3.23%	$43.76 - $44.55 $506K - $515K	370K $16.5M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	1.32K New	$144.57 - $180.38 $191K - $238K	1.32K $238K
MO	5.17K New	$39.73 - $44.95 $205K - $232K	5.17K $225K
NVDA	244 New	$475.69 - $950.02 $116K - $232K	244 $220K
SCHB	3.51K New	$54.61 - $61.05 $192K - $214K	3.51K $214K
FSR	12K New	$0.02 - $1.63 $240 - $19.6K	12K $0

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-966 - 3.22%	$169.0 - $195.18 $163K - $189K	29K $4.97M
TSLA	-125 - 2.91%	$162.5 - $248.42 $20.3K - $31.1K	4.18K $734K
MUB	-2K - 33.19%	$107.41 - $108.76 $215K - $218K	4.03K $433K
BX	-530 - 25.48%	$116.98 - $131.66 $62K - $69.8K	1.55K $203K
JPM	-603 - 27.75%	$167.09 - $200.3 $101K - $121K	1.57K $314K
IWF	-241 - 24.37%	$294.43 - $339.01 $71K - $81.7K	748 $252K

Activity Summary All Purchases 18 New Holdings 5 Increased Positions 13 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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