Bcs Wealth Management Purchases and Sells in Q1 2024

Bcs Wealth Management

$312 Million
Q1 2024

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	7.31K + 27.71%	$429.43 - $481.35 $3.14M - $3.52M	33.7K $16.2M
PFEB	82.8K + 140.9%	$32.55 - $34.16 $2.7M - $2.83M	142K $4.84M
LLY	513 + 12.96%	$592.2 - $792.28 $304K - $406K	4.47K $3.48M
SCHF	22.3K + 17.11%	$35.71 - $39.11 $797K - $873K	153K $5.97M
NOBL	6.94K + 14.82%	$93.48 - $101.41 $648K - $703K	53.7K $5.45M
BSCS	49.4K + 69.82%	$19.93 - $20.32 $985K - $1M	120K $2.41M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INVESCO EXCHNG TRAD SLF INDE	36.4K New	N/A	36.4K $760K
GBTC	9.2K New	$34.88 - $65.58 $321K - $603K	9.2K $581K
BMAR	13.7K New	$39.28 - $41.67 $538K - $571K	13.7K $571K
BJAN	8.41K New	$40.34 - $43.54 $339K - $366K	8.41K $366K
INNOVATOR ETFS TRUST	12.6K New	N/A	12.6K $324K
DIS	2.44K New	$89.29 - $122.36 $218K - $299K	2.44K $299K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PMAY	-31.2K - 70.95%	$31.26 - $32.48 $975K - $1.01M	12.8K $415K
PAPR	-25.6K - 44.5%	$32.46 - $33.59 $832K - $861K	32K $1.07M
TOTL	-12.6K - 21.99%	$39.46 - $40.35 $497K - $508K	44.6K $1.79M
TSLA	-45 - 0.89%	$162.5 - $248.42 $7.31K - $11.2K	5K $879K
BMAY	-11.5K - 51.91%	$33.5 - $35.6 $386K - $410K	10.7K $380K
BAPR	-7.94K - 56.77%	$37.78 - $40.04 $300K - $318K	6.05K $242K

Activity Summary All Purchases 117 New Holdings 19 Increased Positions 98 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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