Callan Family Office, LLC Purchases and Sells in Q1 2024

Callan Family Office, LLC

$427 Billion
Q1 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	22.2K + 14.84%	$469.56 - $525.73 $10.4M - $11.7M	172K $90.3B
IEFA	61.3K + 8.98%	$68.14 - $74.43 $4.18M - $4.56M	744K $55.2B
IWF	11.4K + 21.39%	$294.43 - $339.01 $3.36M - $3.87M	64.9K $21.9B
SPY	1.62K + 3.21%	$467.28 - $523.17 $756K - $846K	52K $27.2B
IJH	353K + 409.7%	$56.98 - $284.98 $20.1M - $101M	439K $26.7B
IVW	1.56K + 0.97%	$72.87 - $85.14 $114K - $133K	162K $13.7B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VMC	4.6K New	$219.33 - $275.59 $1.01M - $1.27M	4.6K $1.25B
TBK	11.5K New	N/A	11.5K $915M
GOOGL	2.55K New	$131.4 - $153.51 $335K - $391K	2.55K $385M
DHR	1.39K New	$224.58 - $256.19 $311K - $355K	1.39K $346M
AMGN	1.17K New	$268.87 - $324.56 $314K - $379K	1.17K $332M
ESGD	3.42K New	$73.39 - $80.18 $251K - $274K	3.42K $274M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWD	-143K - 77.97%	$161.84 - $179.11 $23.1M - $25.6M	40.3K $7.23B
MSFT	-8.19K - 58.55%	$367.75 - $429.37 $3.01M - $3.52M	5.8K $2.44B
AMZN	-10.7K - 63.34%	$144.57 - $180.38 $1.54M - $1.92M	6.18K $1.11B
AAPL	-4.85K - 20.67%	$169.0 - $195.18 $820K - $947K	18.6K $3.19B
IEMG	-8.6K - 25.04%	$47.6 - $51.96 $409K - $447K	25.7K $1.33B
GOOG	-2.87K - 22.72%	$132.56 - $154.84 $380K - $444K	9.76K $1.49B

Activity Summary All Purchases 44 New Holdings 10 Increased Positions 34 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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