Avid Wealth Partners LLC Purchases and Sells in Q3 2024

Avid Wealth Partners LLC

$141 Billion
Q3 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	115K + 178.66%	$70.09 - $78.74 $8.03M - $9.02M	179K $13.9B
GTO	50.3K + 99.89%	$46.22 - $48.77 $2.32M - $2.45M	101K $4.86B
URA	59.6K + 24.88%	$23.18 - $31.26 $1.38M - $1.86M	299K $8.56B
DYNF	10.5K + 3.26%	$44.24 - $49.47 $463K - $518K	332K $16.4B
IVV	1.57K + 12.69%	$520.18 - $576.82 $815K - $903K	13.9K $8.02B
GLDM	5.58K + 3.5%	$46.2 - $53.01 $258K - $296K	165K $8.61B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	95K New	$57.32 - $62.65 $5.45M - $5.95M	95K $5.92B
SUN	15.8K New	$50.23 - $58.53 $795K - $927K	15.8K $850M
URNM	12.2K New	$37.45 - $52.79 $456K - $643K	12.2K $559M
ISHARES BITCOIN TRUST ETF	6.21K New	N/A	6.21K $224M
ZION	4.61K New	$42.49 - $52.53 $196K - $242K	4.61K $217M
BRK-B	449 New	$405.19 - $478.57 $182K - $215K	449 $207M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	-10.2K - 12.85%	$266.03 - $266.03 $2.71M - $2.71M	69K $19.1B
TLH	-16.7K - 45.14%	$100.75 - $111.62 $1.68M - $1.86M	20.2K $2.21B
DXJ	-4.11K - 14.17%	$91.43 - $117.51 $376K - $483K	24.9K $2.64B
IVW	-10.1K - 8.26%	$84.77 - $97.13 $859K - $984K	113K $10.8B
TLT	-4.7K - 48.82%	$89.91 - $101.33 $422K - $476K	4.93K $483M
MSFT	-342 - 15.32%	$395.15 - $467.56 $135K - $160K	1.89K $813M

Activity Summary All Purchases 29 New Holdings 7 Increased Positions 22 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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