Affiance Financial, LLC Purchases and Sells in Q3 2024

Affiance Financial, LLC

$406 Million
Q3 2024

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	231 + 0.15%	$475.2 - $527.7 $110K - $122K	156K $82.4M
AGG	12.6K + 2.34%	$96.25 - $101.98 $1.22M - $1.29M	553K $56M
VTI	3.37K + 2.13%	$255.18 - $283.2 $859K - $953K	161K $45.6M
IEFA	19.1K + 8.93%	$70.09 - $78.74 $1.34M - $1.5M	233K $18.2M
VEA	5.28K + 1.14%	$47.6 - $53.31 $251K - $281K	469K $24.8M
VTV	2.79K + 5.21%	$159.75 - $174.57 $446K - $487K	56.3K $9.82M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NSPR	184K New	$2.36 - $3.39 $434K - $623K	184K $492K
BIL	5.17K New	$91.42 - $91.82 $473K - $475K	5.17K $474K
PNR	2.35K New	$74.39 - $97.79 $175K - $230K	2.35K $229K
WMT	2.82K New	$66.91 - $81.4 $188K - $229K	2.82K $227K
SOLVENTUM CORP	3.01K New	N/A	3.01K $0

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-6.16K - 16.12%	$105.53 - $118.34 $650K - $729K	32K $3.75M
GOOGL	-32 - 0.34%	$148.65 - $191.18 $4.76K - $6.12K	9.41K $1.56M
JPST	-3.13K - 16.36%	$50.25 - $50.74 $157K - $159K	16K $812K
META	-863 - 16.23%	$453.41 - $572.44 $391K - $494K	4.45K $2.55M
AMZN	-87 - 0.81%	$161.02 - $200.0 $14K - $17.4K	10.7K $1.99M
DIS	-692 - 16.06%	$85.6 - $98.61 $59.2K - $68.2K	3.62K $347K

Options

Puts

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	800 + 88.89%	$99.69 - $139.42 $79.8K - $112K	1.7K $232K
DHR	400 New	$239.25 - $280.76 $95.7K - $112K	400 $111K

Activity Summary All Purchases 36 New Holdings 5 Increased Positions 31 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 2

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