Cm Wealth Advisors LLC Purchases and Sells in Q3 2024

Cm Wealth Advisors LLC

$304 Million
Q3 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	93.6K + 59.16%	$266.03 - $266.03 $24.9M - $24.9M	252K $67M
IWD	88.1K + 2209.23%	$173.36 - $189.8 $15.3M - $16.7M	92.1K $17.5M
DIA	26.4K + 24.32%	$386.81 - $423.12 $10.2M - $11.2M	135K $57.2M
VIG	52.6K + 159.17%	$182.15 - $182.15 $9.58M - $9.58M	85.7K $15.6M
IWB	5.31K + 21.78%	$283.28 - $314.39 $1.5M - $1.67M	29.7K $9.33M
GOOGL	11.3K + 493.89%	$148.65 - $191.18 $1.68M - $2.17M	13.6K $2.26M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	27K New	$162.83 - $179.16 $4.4M - $4.84M	27K $4.84M
LLY	1.7K New	$772.14 - $960.02 $1.31M - $1.63M	1.7K $1.51M
SCZ	13.1K New	$60.13 - $68.17 $785K - $890K	13.1K $883K
MA	1.22K New	$429.6 - $500.99 $526K - $613K	1.22K $604K
ICE	2.77K New	$136.93 - $162.81 $379K - $450K	2.77K $444K
AWK	2.89K New	$127.76 - $149.9 $369K - $433K	2.89K $422K

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-4.01K - 28.99%	$98.91 - $134.91 $397K - $541K	9.82K $1.19M
IEFA	-564 - 4.74%	$70.09 - $78.74 $39.5K - $44.4K	11.3K $884K
KEY	-250 - 1.61%	$13.95 - $17.34 $3.49K - $4.34K	15.3K $256K
PKOH	-1K - 0.85%	$22.87 - $31.22 $22.9K - $31.2K	117K $3.6M
VOO	-26 - 0.06%	$475.2 - $527.7 $12.4K - $13.7K	45.2K $23.9M

Activity Summary All Purchases 35 New Holdings 10 Increased Positions 25 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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