Aquire Wealth Advisors, LLC Purchases and Sells in Q4 2024

Aquire Wealth Advisors, LLC

$323 Million
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	121K + 3.47%	$39.27 - $42.38 $4.76M - $5.14M	3.62M $146M
AGG	10.5K + 9.22%	$96.64 - $101.23 $1.02M - $1.07M	125K $12.1M
MUB	5.01K + 6.38%	$105.78 - $108.7 $530K - $544K	83.4K $8.89M
TSLA	2 + 0.09%	$213.65 - $479.86 $427 - $960	2.22K $898K
SPIB	9.92K + 5.9%	$32.65 - $33.68 $324K - $334K	178K $5.84M
AAPL	60 + 1.06%	$221.69 - $259.02 $13.3K - $15.5K	5.72K $1.43M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	589 New	$442.29 - $483.08 $261K - $285K	589 $266K
VO	792 New	$261.5 - $284.63 $207K - $225K	792 $209K
APH	2.94K New	$62.07 - $75.35 $182K - $221K	2.94K $204K
COST	223 New	$873.59 - $994.69 $195K - $222K	223 $204K
NFLX	228 New	$687.65 - $936.56 $157K - $214K	228 $203K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	-7.06K - 4.01%	$34.13 - $37.35 $241K - $264K	169K $5.77M
ITM	-16K - 39.18%	$45.56 - $46.97 $731K - $754K	24.9K $1.15M
SPTM	-15.7K - 4.85%	$69.3 - $74.3 $1.09M - $1.17M	308K $22M
SPEM	-4.14K - 4.06%	$38.37 - $42.82 $159K - $177K	97.8K $3.75M
VNQ	-1.47K - 5.95%	$87.85 - $98.6 $129K - $145K	23.2K $2.07M
BSV	-3.21K - 7.65%	$77.02 - $78.58 $248K - $253K	38.8K $3M

Activity Summary All Purchases 24 New Holdings 5 Increased Positions 19 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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