Certus Wealth Management, LLC Purchases and Sells in Q3 2024

Certus Wealth Management, LLC

$142 Million
Q3 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	11.4K + 40.29%	$475.2 - $527.7 $5.44M - $6.04M	39.9K $21M
EFV	60.7K + 70.67%	$51.72 - $57.96 $3.14M - $3.52M	147K $8.43M
BND	46K + 38.68%	$71.45 - $75.64 $3.29M - $3.48M	165K $12.4M
IVV	2.28K + 21.96%	$520.18 - $576.82 $1.19M - $1.31M	12.7K $7.3M
IYW	10.3K + 169.76%	$133.16 - $158.73 $1.37M - $1.64M	16.4K $2.49M
VWO	15.1K + 47.5%	$41.9 - $48.26 $632K - $728K	46.9K $2.24M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVE	13.6K New	$181.06 - $197.17 $2.46M - $2.68M	13.6K $2.68M
IXUS	15.8K New	$64.9 - $73.35 $1.03M - $1.16M	15.8K $1.15M
IGEB	7.89K New	$43.99 - $46.63 $347K - $368K	7.89K $366K
MBB	3.81K New	$90.85 - $96.66 $346K - $368K	3.81K $365K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-32.1K - 36.04%	$113.41 - $125.62 $3.64M - $4.04M	57K $7.16M
ESGU	-22.9K - 83.58%	$113.45 - $126.18 $2.59M - $2.88M	4.49K $566K
VTV	-14.7K - 67.31%	$159.75 - $174.57 $2.35M - $2.56M	7.13K $1.24M
OEF	-4.82K - 52.66%	$266.03 - $266.03 $1.28M - $1.28M	4.33K $1.15M
IXN	-14.2K - 46.34%	$73.0 - $87.81 $1.04M - $1.25M	16.4K $1.36M
HEFA	-27.7K - 82.73%	$32.34 - $35.85 $896K - $994K	5.79K $205K

Activity Summary All Purchases 23 New Holdings 4 Increased Positions 19 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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