Claro Advisors LLC Purchases and Sells in Q2 2024

Claro Advisors LLC

$594 Million
Q2 2024

Top Buys

Incresed Positions

220 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	28.3K + 154.87%	$316.15 - $367.33 $8.94M - $10.4M	46.5K $17M
IWD	37.3K + 141.05%	$169.4 - $179.05 $6.31M - $6.67M	63.7K $11.1M
AAPL	3.1K + 2.69%	$165.0 - $216.67 $511K - $671K	118K $24.9M
VOO	8.73K + 21.6%	$455.1 - $504.28 $3.97M - $4.4M	49.2K $24.6M
QUAL	26.1K + 60.32%	$154.56 - $173.19 $4.04M - $4.53M	69.5K $11.9M
IUSB	92.8K + 70.58%	$44.3 - $45.58 $4.11M - $4.23M	224K $10.1M

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AOS	7.8K New	$80.88 - $89.08 $631K - $695K	7.8K $637K
IEUR	10.9K New	$55.42 - $60.55 $603K - $658K	10.9K $619K
VTC	6.31K New	$74.15 - $76.45 $468K - $482K	6.31K $477K
CFLT	14.4K New	$25.7 - $32.23 $369K - $463K	14.4K $424K
SCHR	6.81K New	$47.85 - $49.0 $326K - $333K	6.81K $331K
BALT	10.5K New	$28.96 - $30.04 $305K - $317K	10.5K $316K

Top Sells

Reduced Positions

153 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-5.83K - 11.53%	$495.16 - $548.49 $2.89M - $3.2M	44.7K $24.3M
IDXX	-2.84K - 21.78%	$468.04 - $548.53 $1.33M - $1.56M	10.2K $4.98M
SPSM	-29.4K - 76.9%	$39.75 - $43.15 $1.17M - $1.27M	8.83K $366K
SPGP	-10.8K - 32.84%	$99.32 - $106.72 $1.07M - $1.15M	22K $2.26M
VTI	-5.31K - 20.93%	$245.23 - $269.4 $1.3M - $1.43M	20K $5.36M
GBTC	-2.15K - 1.92%	$50.64 - $63.96 $109K - $137K	110K $5.84M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDR S&P 500 ETF TR	-100 - 3.85%	N/A	2.5K $0

Activity Summary All Purchases 263 New Holdings 43 Increased Positions 220 All Sells 153 Reductions 153 Sold out 0 Calls 0 Puts 1

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