Arq Wealth Advisors, LLC Purchases and Sells in Q3 2024

Arq Wealth Advisors, LLC

$259 Million
Q3 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RECS	161K + 834.59%	$30.74 - $33.91 $4.94M - $5.45M	180K $6.1M
QUAL	6.81K + 7.07%	$162.64 - $179.3 $1.11M - $1.22M	103K $18.5M
SPDW	16K + 3.69%	$33.74 - $37.96 $540K - $607K	450K $16.9M
JAVA	11.8K + 8.44%	$58.75 - $64.07 $692K - $755K	151K $9.71M
SPLG	14.2K + 14.06%	$60.84 - $67.51 $862K - $956K	115K $7.76M
JIRE	14.6K + 30.37%	$60.25 - $66.85 $880K - $977K	62.7K $4.14M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPIB	167K New	$32.36 - $33.78 $5.4M - $5.64M	167K $5.63M
AUSF	120K New	$39.51 - $42.7 $4.75M - $5.13M	120K $5.13M
VEA	93.3K New	$47.6 - $53.31 $4.44M - $4.98M	93.3K $4.93M
JPST	64.2K New	$50.25 - $50.74 $3.23M - $3.26M	64.2K $3.26M
SVOL	55.8K New	$20.05 - $22.81 $1.12M - $1.27M	55.8K $1.23M
QWLD	9.08K New	$117.82 - $128.91 $1.07M - $1.17M	9.08K $1.17M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SSUS	-127K - 81.79%	$37.39 - $41.59 $4.75M - $5.29M	28.3K $1.18M
OMFL	-93.2K - 87.76%	$47.65 - $52.99 $4.44M - $4.94M	13K $688K
VIG	-228 - 2.7%	$182.15 - $182.15 $41.5K - $41.5K	8.23K $1.5M
GOOGL	-16 - 0.87%	$148.65 - $191.18 $2.38K - $3.06K	1.82K $301K
SPTM	-359 - 5.96%	$63.28 - $70.06 $22.7K - $25.2K	5.67K $397K
ACWF	-34 - 0.64%	N/A	5.32K $0

Activity Summary All Purchases 62 New Holdings 13 Increased Positions 49 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arq Wealth Advisors, LLC with notifications on news.