Consilium Wealth Advisory, LLC Purchases and Sells in Q1 2024

Consilium Wealth Advisory, LLC

37 operations

Stock	Shares change	Price Range	Shares Held
DFAI	19.1K + 3.83%	$27.74 - $30.27 $529K - $578K	517K $15.6M
AVGO	755 + 83.7%	$1049.01 - $1407.01 $792K - $1.06M	1.66K $2.2M
META	532 + 7.54%	$344.47 - $512.19 $183K - $272K	7.59K $3.69M
AOR	7.16K + 2.42%	$52.25 - $55.68 $374K - $398K	303K $16.9M
GE	3.84K + 56.68%	$124.06 - $180.12 $477K - $692K	10.6K $1.86M
LLY	10 + 0.22%	$592.2 - $792.28 $5.92K - $7.92K	4.55K $3.54M

3 operations

Stock	Shares change	Price Range	Shares Held
VOO	1.4K New	$429.43 - $481.35 $602K - $675K	1.4K $674K
SHV	2.22K New	$110.11 - $110.57 $245K - $246K	2.22K $245K
NOW	265 New	$671.87 - $812.94 $178K - $215K	265 $202K

30 operations

Stock	Shares change	Price Range	Shares Held
SCHA	-46K - 28.11%	$44.84 - $49.24 $2.06M - $2.26M	118K $5.79M
VNQ	-18K - 37.57%	$82.58 - $89.12 $1.49M - $1.61M	29.9K $2.59M
AOM	-34.7K - 26.14%	$40.86 - $42.78 $1.42M - $1.48M	98K $4.19M
UNH	-969 - 18.73%	$472.6 - $545.42 $458K - $529K	4.2K $2.08M
DE	-1.47K - 70.59%	$356.78 - $410.74 $526K - $605K	614 $252K
BA	-231 - 2.94%	$179.84 - $251.76 $41.5K - $58.2K	7.64K $1.47M

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