Cva Family Office, LLC Purchases and Sells in Q1 2024

Cva Family Office, LLC

$554 Million
Q1 2024

Top Buys

Incresed Positions

363 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	11.1K + 1.52%	$75.25 - $80.63 $836K - $896K	742K $59.8M
VGT	1.19K + 3.35%	$462.18 - $530.16 $550K - $631K	36.7K $19.3M
FNDF	16.3K + 2.1%	$32.59 - $35.65 $531K - $581K	793K $28.2M
AGG	20.1K + 116.87%	$96.75 - $99.37 $1.94M - $2M	37.3K $3.65M
NVDA	2 + 0.04%	$475.69 - $950.02 $951 - $1.9K	4.76K $4.3M
IVV	571 + 1.82%	$469.56 - $525.73 $268K - $300K	31.9K $16.8M

New Holdings

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CHK	10K New	$74.89 - $88.83 $749K - $888K	10K $888K
NEAR	9.92K New	$50.23 - $50.75 $498K - $503K	9.92K $500K
DFNM	4.13K New	$48.08 - $48.49 $198K - $200K	4.13K $198K
IBDP	4K New	$24.89 - $25.05 $99.6K - $100K	4K $100K
IUSB	1.97K New	$45.02 - $46.27 $88.6K - $91.1K	1.97K $89K
IBDS	3.16K New	$23.67 - $24.03 $74.7K - $75.8K	3.16K $75K

Top Sells

Reduced Positions

145 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-379 - 0.78%	$169.0 - $195.18 $64.1K - $74K	48.1K $8.24M
TSLA	-490 - 10.41%	$162.5 - $248.42 $79.6K - $122K	4.22K $740K
DFAE	-17.2K - 13.57%	$22.74 - $24.88 $391K - $428K	110K $2.71M
VCSH	-3.88K - 14.49%	$76.87 - $77.64 $298K - $301K	22.9K $1.77M
GUNR	-5.45K - 6.74%	$37.61 - $41.07 $205K - $224K	75.4K $3.1M
DFIV	-9.01K - 14.43%	$33.15 - $36.75 $299K - $331K	53.4K $1.96M

Activity Summary All Purchases 404 New Holdings 41 Increased Positions 363 All Sells 145 Reductions 145 Sold out 0 Calls 0 Puts 0

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