Aries Wealth Management Purchases and Sells in Q3 2024

Aries Wealth Management

$359 Million
Q3 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	3.69K + 11.47%	$341.08 - $391.94 $1.26M - $1.45M	35.9K $13.8M
IWV	4.46K + 41.18%	$294.75 - $326.73 $1.31M - $1.46M	15.3K $5M
VCIT	18.8K + 140.87%	$79.29 - $84.02 $1.49M - $1.58M	32.1K $2.69M
EFA	12.6K + 11.9%	$75.32 - $84.37 $949K - $1.06M	118K $9.91M
VTI	5.3K + 98.51%	$255.18 - $283.2 $1.35M - $1.5M	10.7K $3.03M
SPY	1.79K + 10.52%	$517.38 - $573.86 $926K - $1.03M	18.8K $10.8M

New Holdings

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	15K New	$70.09 - $78.74 $1.05M - $1.18M	15K $1.17M
VXF	4.37K New	$163.98 - $182.92 $716K - $799K	4.37K $795K
KLAC	842 New	$696.17 - $892.35 $586K - $751K	842 $651K
AMP	1.38K New	$391.53 - $469.81 $541K - $649K	1.38K $649K
ARES	3.8K New	$133.73 - $158.05 $508K - $600K	3.8K $592K
WSM	3.66K New	$128.47 - $280.94 $470K - $1.03M	3.66K $567K

Top Sells

Reduced Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NKE	-9.25K - 74.75%	$71.09 - $89.44 $658K - $827K	3.13K $276K
AMZN	-366 - 0.89%	$161.02 - $200.0 $58.9K - $73.2K	40.6K $7.57M
CVX	-1.34K - 12.37%	$137.88 - $161.97 $185K - $218K	9.51K $1.4M
SHV	-2.69K - 37.12%	$110.05 - $110.63 $296K - $297K	4.56K $503K
PEP	-1.58K - 9.73%	$161.9 - $179.3 $255K - $283K	14.6K $2.49M
CSCO	-5.64K - 24.28%	$44.74 - $53.22 $252K - $300K	17.6K $935K

Activity Summary All Purchases 89 New Holdings 28 Increased Positions 61 All Sells 82 Reductions 82 Sold out 0 Calls 0 Puts 0

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