Brown Wealth Management, LLC Purchases and Sells in Q3 2024

Brown Wealth Management, LLC

$277 Billion
Q3 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	11.5K + 44.52%	$520.18 - $576.82 $5.96M - $6.61M	37.2K $21.4B
MUB	45.1K + 41.39%	$106.13 - $108.7 $4.79M - $4.91M	154K $16.8B
VTV	13.2K + 8.83%	$159.75 - $174.57 $2.11M - $2.3M	163K $28.4B
BIV	40.5K + 16.84%	$74.26 - $78.84 $3.01M - $3.19M	281K $22B
VUG	3.03K + 5.11%	$341.08 - $391.94 $1.03M - $1.19M	62.2K $23.9B
SCHH	13.7K + 4.12%	$19.78 - $23.53 $272K - $323K	347K $8.04B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PJUL	113K New	$37.89 - $40.48 $4.29M - $4.58M	113K $4.58B
BALT	104K New	$29.76 - $30.83 $3.09M - $3.2M	104K $3.2B
AGG	4.36K New	$96.25 - $101.98 $419K - $444K	4.36K $441M
TSLA	1.13K New	$191.76 - $263.26 $216K - $296K	1.13K $294M
BND	3.75K New	$71.45 - $75.64 $268K - $283K	3.75K $281M
MGK	781 New	$285.48 - $330.24 $223K - $258K	781 $251M

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PMAR	-59.7K - 67.14%	$36.89 - $39.25 $2.2M - $2.34M	29.2K $1.15B
SCHM	-32K - 30.78%	$75.47 - $83.18 $2.42M - $2.66M	72K $5.98B
SUB	-17K - 12.98%	$104.3 - $106.3 $1.77M - $1.8M	114K $12.1B
POCT	-11.2K - 36.35%	$37.79 - $38.95 $423K - $436K	19.6K $763M
SHM	-4.68K - 23.7%	$47.01 - $48.2 $220K - $225K	15.1K $725M
XDSQ	-4.38K - 29.98%	$31.47 - $35.08 $138K - $154K	10.2K $358M

Activity Summary All Purchases 51 New Holdings 10 Increased Positions 41 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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