Addison Advisors LLC Purchases and Sells in Q4 2024

Addison Advisors LLC

$336 Million
Q4 2024

Top Buys

Incresed Positions

201 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	253K + 7285.84%	$48.33 - $49.08 $12.2M - $12.4M	256K $12.4M
SCHR	82.6K + 187.91%	$24.19 - $50.58 $2M - $4.18M	127K $3.07M
ESGV	6.8K + 38.05%	$100.18 - $109.1 $681K - $742K	24.7K $2.59M
IVV	857 + 68.51%	$570.51 - $610.59 $489K - $523K	2.11K $1.24M
BNDX	13.3K + 7.74%	$48.91 - $50.61 $653K - $675K	186K $9.11M
VOT	164 + 0.46%	$241.48 - $274.89 $39.6K - $45.1K	36K $9.14M

New Holdings

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ILCV	1.34K New	$80.23 - $85.43 $107K - $114K	1.34K $108K
RIO	402 New	$58.59 - $71.15 $23.6K - $28.6K	402 $23K
HII	88 New	$184.96 - $264.65 $16.3K - $23.3K	88 $16K
CIVI	308 New	$42.79 - $54.92 $13.2K - $16.9K	308 $14K
BIIB	86 New	$146.47 - $191.55 $12.6K - $16.5K	86 $13K
BBVA	1.2K New	$9.25 - $10.62 $11.1K - $12.7K	1.2K $11K

Top Sells

Reduced Positions

226 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	-144K - 96.36%	$58.02 - $58.88 $8.38M - $8.51M	5.46K $317K
VGIT	-10.8K - 3.28%	$57.78 - $60.4 $625K - $653K	319K $18.5M
SHY	-7.91K - 90.97%	$81.68 - $82.93 $646K - $656K	785 $64K
PFE	-18.3K - 35.0%	$24.8 - $30.19 $453K - $552K	34K $900K
BRK-B	-966 - 10.34%	$442.29 - $483.08 $427K - $467K	8.37K $3.8M
PEP	-1.59K - 27.96%	$151.29 - $176.1 $241K - $280K	4.1K $623K

Activity Summary All Purchases 250 New Holdings 49 Increased Positions 201 All Sells 226 Reductions 226 Sold out 0 Calls 0 Puts 0

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