Colony Family Offices, LLC Purchases and Sells in Q3 2024

Colony Family Offices, LLC

$296 Million
Q3 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	76.8K + 32.01%	$105.53 - $118.34 $8.1M - $9.09M	317K $37M
DFUS	14.2K + 1.48%	$56.04 - $62.2 $795K - $882K	975K $60.7M
IEFA	8.49K + 1.51%	$70.09 - $78.74 $595K - $668K	571K $44.6M
GUNR	55.7K + 15.54%	$38.51 - $41.48 $2.15M - $2.31M	414K $17.1M
BND	25.9K + 85.41%	$71.45 - $75.64 $1.85M - $1.96M	56.1K $4.22M
VB	6K + 24.44%	$214.77 - $237.72 $1.29M - $1.43M	30.5K $7.24M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	499 New	$113.41 - $125.62 $56.6K - $62.7K	499 $62K
IWR	638 New	$79.92 - $88.19 $51K - $56.3K	638 $56K
VTI	123 New	$255.18 - $283.2 $31.4K - $34.8K	123 $34K
IWM	104 New	$200.87 - $224.6 $20.9K - $23.4K	104 $22K
VO	79 New	$237.84 - $263.83 $18.8K - $20.8K	79 $20K
VCIT	198 New	$79.29 - $84.02 $15.7K - $16.6K	198 $16K

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-2.66K - 41.54%	$332.02 - $382.76 $884K - $1.02M	3.75K $1.41M
AMZN	-1.38K - 12.07%	$161.02 - $200.0 $222K - $276K	10.1K $1.87M
VDE	-2.31K - 26.95%	$117.44 - $131.06 $271K - $303K	6.26K $766K
DFAE	-41.9K - 7.67%	$24.46 - $27.82 $1.02M - $1.16M	504K $13.8M
XLK	-1.07K - 3.56%	$197.34 - $237.68 $212K - $255K	29.1K $6.56M
IYF	-4.98K - 15.28%	$93.83 - $105.05 $467K - $523K	27.6K $2.87M

Activity Summary All Purchases 38 New Holdings 10 Increased Positions 28 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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