Affiance Financial, LLC Purchases and Sells in Q4 2024

Affiance Financial, LLC

$414 Million
Q4 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	5.71K + 3.54%	$280.04 - $302.45 $1.6M - $1.73M	167K $48.3M
VOO	1.03K + 0.66%	$521.84 - $558.82 $535K - $573K	157K $84.7M
IWF	1.32K + 4.6%	$370.24 - $418.94 $489K - $554K	30K $12.1M
AAPL	669 + 1.31%	$221.69 - $259.02 $148K - $173K	51.6K $12.9M
AMZN	965 + 9.05%	$180.88 - $232.93 $175K - $225K	11.6K $2.55M
VXF	133 + 0.2%	$179.17 - $207.15 $23.8K - $27.6K	67.3K $12.8M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	34.4K New	$58.88 - $64.8 $2.03M - $2.23M	34.4K $2.03M
MUB	15.4K New	$105.78 - $108.7 $1.62M - $1.67M	15.4K $1.64M
BA	1.69K New	$138.14 - $180.72 $234K - $306K	1.69K $299K
DVY	2.28K New	$129.55 - $143.41 $295K - $326K	2.28K $298K
MSTR	992 New	$162.69 - $473.83 $161K - $470K	992 $287K
HD	550 New	$385.02 - $431.37 $212K - $237K	550 $213K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLV	-1.61K - 4.28%	$136.28 - $154.74 $219K - $249K	36K $4.95M
EFG	-1.54K - 5.01%	$96.83 - $106.88 $149K - $165K	29.3K $2.83M
LLY	-272 - 14.13%	$727.2 - $932.06 $198K - $254K	1.65K $1.28M
IJH	-5.95K - 3.14%	$61.68 - $67.87 $367K - $404K	184K $11.5M
EFA	-1.86K - 10.87%	$75.1 - $82.99 $139K - $154K	15.2K $1.15M
MCD	-565 - 9.05%	$288.47 - $316.54 $163K - $179K	5.68K $1.65M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	200 + 11.76%	$124.74 - $137.12 $24.9K - $27.4K	1.9K $245K

Activity Summary All Purchases 45 New Holdings 7 Increased Positions 38 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 1

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