Aspect Partners, LLC Purchases and Sells in Q1 2024

Aspect Partners, LLC

$127 Billion
Q1 2024

Top Buys

Incresed Positions

124 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	4.58K + 12.91%	$232.77 - $260.14 $1.07M - $1.19M	40.1K $10.4B
ALPHA ARCHITECT 1-3 MONTH BOX ETF	18.3K + 81.38%	N/A	40.7K $4.34B
IWM	5.26K + 101.88%	$189.48 - $210.3 $996K - $1.11M	10.4K $2.19B
PDBC	40.4K + 11.99%	$13.13 - $13.89 $530K - $561K	377K $5.23B
IEFA	6.69K + 11.21%	$68.14 - $74.43 $456K - $498K	66.4K $4.93B
DSMC	18K + 154.36%	N/A	29.7K $1.1B

New Holdings

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FYLD	24.1K New	$25.37 - $27.31 $611K - $658K	24.1K $651M
RETURN STACKED GLOBAL STOCKS & BONDS ETF	13.4K New	N/A	13.4K $301M
VGLT	1.61K New	$57.73 - $61.4 $93K - $98.9K	1.61K $95.5M
CORE SCIENTIFIC INC NEW WT EXP 012329	17.6K New	N/A	17.6K $42.1M
CORE SCIENTIFIC INC NEW COM	8.32K New	N/A	8.32K $29.4M
CORE SCIENTIFIC INC NEW WT EXP 012327	21.1K New	N/A	21.1K $28M

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYR	-159K - 94.78%	$85.32 - $92.22 $13.6M - $14.7M	8.76K $787M
EFA	-176K - 87.18%	$73.11 - $80.04 $12.9M - $14.1M	25.9K $2.07B
SPY	-27.5K - 41.6%	$467.28 - $523.17 $12.8M - $14.4M	38.6K $20.2B
GLD	-4.75K - 32.31%	$184.42 - $205.72 $875K - $976K	9.94K $2.05B
GDX	-19.4K - 27.99%	$25.78 - $31.62 $501K - $615K	50K $1.58B
HYG	-7.41K - 50.45%	$76.57 - $77.9 $567K - $577K	7.28K $566M

Sold Out

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NDAQ	-21 Closed	$55.42 - $63.1 $1.16K - $1.33K	0 $0

Activity Summary All Purchases 158 New Holdings 34 Increased Positions 124 All Sells 50 Reductions 49 Sold out 1 Calls 0 Puts 0

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