Colony Family Offices, LLC Purchases and Sells in Q4 2024

Colony Family Offices, LLC

$294 Million
Q4 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	7.01K + 0.72%	$61.52 - $66.5 $431K - $466K	982K $62.7M
VTEB	44K + 17.64%	$49.79 - $51.14 $2.19M - $2.25M	293K $14.7M
IVV	899 + 15.38%	$570.51 - $610.59 $513K - $549K	6.75K $3.97M
SPY	442 + 5.05%	$567.81 - $607.81 $251K - $269K	9.2K $5.39M
AMZN	25 + 0.25%	$180.88 - $232.93 $4.52K - $5.82K	10.1K $2.21M
VEA	10.4K + 30.22%	$47.57 - $52.44 $495K - $546K	44.8K $2.14M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	3.97K New	$168.32 - $181.87 $669K - $722K	3.97K $672K
VUG	1.48K New	$378.79 - $428.11 $561K - $634K	1.48K $608K
QQQ	856 New	$481.22 - $538.17 $412K - $461K	856 $437K
VOE	1.64K New	$160.89 - $176.18 $264K - $289K	1.64K $265K
VOT	868 New	$241.48 - $274.89 $210K - $239K	868 $220K
VBR	565 New	$197.36 - $217.3 $112K - $123K	565 $111K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	-15.5K - 10.71%	$58.02 - $58.88 $902K - $915K	130K $7.54M
IAU	-11K - 48.29%	$48.37 - $52.65 $534K - $581K	11.8K $585K
EEM	-3.96K - 12.61%	$41.82 - $47.36 $166K - $188K	27.4K $1.15M
KO	-160 - 2.97%	$61.74 - $71.71 $9.88K - $11.5K	5.22K $324K
VIG	-112 - 0.35%	N/A	31.8K $5.8M
VUSB	-50.7K - 13.97%	N/A	312K $0

Activity Summary All Purchases 38 New Holdings 16 Increased Positions 22 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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