Archetype Wealth Partners Purchases and Sells in Q3 2024

Archetype Wealth Partners

$690 Million
Q3 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCIT	269K + 3588.91%	$79.29 - $84.02 $21.3M - $22.6M	277K $23.2M
VOO	8.04K + 4.34%	$475.2 - $527.7 $3.82M - $4.24M	193K $102M
MUB	65.9K + 10.2%	$106.13 - $108.7 $6.99M - $7.16M	712K $77.3M
IEFA	20K + 2.49%	$70.09 - $78.74 $1.4M - $1.58M	823K $64.3M
SLV	114K + 890.04%	$24.33 - $29.38 $2.77M - $3.35M	127K $3.6M
BND	7.39K + 0.89%	$71.45 - $75.64 $528K - $559K	840K $63.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	99.6K New	$92.67 - $99.14 $9.23M - $9.87M	99.6K $9.77M
VTV	2.09K New	$159.75 - $174.57 $334K - $365K	2.09K $365K
JCI	3.68K New	$65.52 - $77.61 $241K - $286K	3.68K $286K
TRGP	1.47K New	$127.86 - $156.46 $188K - $230K	1.47K $217K
TSLA	809 New	$191.76 - $263.26 $155K - $213K	809 $212K
SIZE	1.4K New	$135.03 - $149.22 $189K - $208K	1.4K $208K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-165K - 96.66%	$50.2 - $50.48 $8.3M - $8.35M	5.71K $287K
VCSH	-46.7K - 6.94%	$76.94 - $79.54 $3.6M - $3.72M	627K $49.8M
INTC	-1.71K - 7.76%	$18.9 - $34.87 $32.2K - $59.5K	20.3K $476K
VXUS	-3.9K - 22.21%	$58.03 - $65.37 $226K - $255K	13.7K $885K
WMT	-5.61K - 25.27%	$66.91 - $81.4 $375K - $456K	16.6K $1.34M
STPZ	-3.21K - 28.23%	$51.45 - $52.96 $165K - $170K	8.17K $432K

Activity Summary All Purchases 47 New Holdings 6 Increased Positions 41 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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