Adviser Investments LLC Purchases and Sells in Q3 2024

Adviser Investments LLC

$7.95 Billion
Q3 2024

Top Buys

Incresed Positions

244 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	27.1K + 0.56%	$159.75 - $174.57 $4.33M - $4.73M	4.86M $848M
VEA	30.5K + 0.28%	$47.6 - $53.31 $1.45M - $1.62M	10.9M $574M
VGIT	95.9K + 1.15%	$57.8 - $60.8 $5.54M - $5.83M	8.44M $510M
SPBO	168K + 1.27%	$28.45 - $30.18 $4.77M - $5.06M	13.4M $402M
ESGV	198K + 2019.52%	$91.37 - $101.65 $18.1M - $20.2M	208K $21.2M
MMM	104K + 348.86%	$99.69 - $139.42 $10.4M - $14.5M	134K $18.3M

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	142K New	$83.76 - $91.82 $11.9M - $13.1M	142K $13M
BWX	511K New	$21.34 - $23.47 $10.9M - $12M	511K $11.9M
CMG	112K New	$49.83 - $62.75 $5.6M - $7.05M	112K $6.47M
NEM	120K New	$41.65 - $55.85 $5M - $6.7M	120K $6.41M
IBDV	250K New	$21.11 - $22.24 $5.27M - $5.56M	250K $5.54M
EFAV	66.1K New	$69.31 - $77.34 $4.58M - $5.11M	66.1K $5.07M

Top Sells

Reduced Positions

187 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USXF	-452K - 77.51%	$43.59 - $49.35 $19.7M - $22.3M	131K $6.44M
IWF	-41.9K - 24.36%	$332.02 - $382.76 $13.9M - $16.1M	130K $48.9M
MU	-100K - 95.14%	$86.27 - $136.82 $8.65M - $13.7M	5.12K $531K
QQQ	-27.7K - 77.1%	$434.77 - $502.96 $12M - $13.9M	8.23K $4.02M
SHY	-135K - 97.44%	$81.31 - $83.29 $11M - $11.2M	3.54K $294K
IEF	-117K - 98.27%	$92.67 - $99.14 $10.8M - $11.6M	2.06K $201K

Activity Summary All Purchases 287 New Holdings 43 Increased Positions 244 All Sells 187 Reductions 187 Sold out 0 Calls 0 Puts 0

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