Bsw Wealth Partners Purchases and Sells in Q3 2024

Bsw Wealth Partners

$661 Million
Q3 2024

Top Buys

Incresed Positions

171 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	2.72K + 1.57%	$520.18 - $576.82 $1.41M - $1.57M	176K $102M
AVDE	22.1K + 3.84%	$60.09 - $67.67 $1.33M - $1.49M	597K $40M
AVUS	20.4K + 6.57%	$86.27 - $95.15 $1.76M - $1.94M	331K $31.5M
IDEV	23.5K + 9.63%	$63.46 - $71.43 $1.49M - $1.68M	268K $19M
AAPL	2.13K + 2.12%	$207.23 - $234.82 $442K - $501K	103K $23.9M
VTEB	27.7K + 3.68%	$49.93 - $51.15 $1.39M - $1.42M	781K $39.9M

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNL	40K New	$15.64 - $18.95 $626K - $758K	40K $758K
LMT	838 New	$460.3 - $584.56 $386K - $490K	838 $489K
CAG	12.2K New	$28.13 - $32.83 $343K - $401K	12.2K $396K
CTAS	1.74K New	$201.38 - $819.83 $351K - $1.43M	1.74K $358K
IGIB	6.5K New	$50.85 - $53.88 $331K - $350K	6.5K $349K
IT	646 New	$441.32 - $516.47 $285K - $334K	646 $327K

Top Sells

Reduced Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-5.8K - 66.4%	$96.25 - $101.98 $558K - $591K	2.93K $296K
IBM	-3.18K - 48.65%	$175.1 - $223.38 $557K - $711K	3.36K $742K
MCD	-1.82K - 53.96%	$245.82 - $304.51 $448K - $555K	1.56K $473K
STRL	-2.68K - 49.91%	$102.56 - $148.9 $275K - $399K	2.69K $389K
BK	-4.03K - 37.11%	$59.54 - $72.17 $240K - $290K	6.82K $490K
DOCN	-6.67K - 32.34%	$27.27 - $43.23 $182K - $288K	14K $563K

Activity Summary All Purchases 208 New Holdings 37 Increased Positions 171 All Sells 80 Reductions 80 Sold out 0 Calls 0 Puts 0

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