Bcs Wealth Management Purchases and Sells in Q4 2024

Bcs Wealth Management

$402 Million
Q4 2024

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	11.3K + 49.25%	$221.69 - $259.02 $2.5M - $2.92M	34.1K $8.54M
INVESCO EXCH TRD SLF IDX FD	153K + 238.57%	N/A	218K $4.4M
SPYG	12.7K + 13.35%	$81.74 - $91.38 $1.03M - $1.16M	107K $9.44M
AMZN	5.31K + 55.09%	$180.88 - $232.93 $960K - $1.24M	14.9K $3.28M
INVESCO EXCH TRD SLF IDX FD	73.6K + 21.94%	N/A	409K $8.43M
VCSH	17K + 16.69%	$77.86 - $79.27 $1.32M - $1.35M	119K $9.26M

New Holdings

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	51.1K New	$521.84 - $558.82 $26.6M - $28.5M	51.1K $27.5M
SCHX	746K New	$22.4 - $68.28 $16.7M - $50.9M	746K $17.3M
SCHF	461K New	$18.41 - $40.87 $8.48M - $18.8M	461K $8.52M
SCHD	285K New	$26.93 - $84.95 $7.68M - $24.2M	285K $7.79M
AGG	59K New	$96.64 - $101.23 $5.7M - $5.97M	59K $5.71M
SCHA	216K New	$25.33 - $51.16 $5.48M - $11.1M	216K $5.59M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOBL	-4.63K - 8.63%	$99.2 - $108.47 $459K - $502K	49K $4.88M
MOAT	-6.42K - 23.34%	N/A	21.1K $1.96M
MMIN	-13.6K - 13.19%	$23.79 - $24.6 $324K - $335K	89.5K $2.13M
TOTL	-3.85K - 8.93%	$39.3 - $41.34 $151K - $159K	39.2K $1.55M
MOTI	-3.88K - 21.71%	$30.26 - $36.09 $118K - $140K	14K $424K
XLRE	-2.65K - 12.48%	$40.06 - $45.21 $106K - $120K	18.6K $756K

Activity Summary All Purchases 158 New Holdings 103 Increased Positions 55 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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