Delap Wealth Advisory, LLC Purchases and Sells in Q3 2024

Delap Wealth Advisory, LLC

$158 Billion
Q3 2024

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	24.8K + 16.06%	$113.41 - $125.62 $2.81M - $3.11M	179K $22.5B
VTI	11K + 244.77%	$255.18 - $283.2 $2.8M - $3.11M	15.5K $4.38B
VEA	21.1K + 10.76%	$47.6 - $53.31 $1M - $1.12M	217K $11.5B
VGIT	17.6K + 16.39%	$57.8 - $60.8 $1.01M - $1.07M	125K $7.53B
IEMG	14K + 25.62%	$53.64 - $53.64 $753K - $753K	68.8K $3.95B
VTIP	3.81K + 10.62%	$48.06 - $49.39 $183K - $188K	39.7K $1.96B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSU	34.8K New	N/A	34.8K $1.29B
CRM	1.3K New	$238.42 - $276.53 $310K - $360K	1.3K $356M
DFSI	9.15K New	N/A	9.15K $327M
DIHP	8.94K New	$25.23 - $27.94 $225K - $250K	8.94K $248M
ATRC	8.67K New	$20.34 - $29.5 $176K - $256K	8.67K $243M

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-454K - 53.02%	$31.05 - $34.29 $14.1M - $15.6M	402K $13.8B
IDEV	-152K - 44.57%	$63.46 - $71.43 $9.64M - $10.8M	189K $13.4B
DFEM	-244K - 45.81%	$25.21 - $28.46 $6.14M - $6.93M	288K $8.11B
DFAX	-242K - 50.05%	$24.29 - $27.25 $5.88M - $6.59M	241K $6.52B
AVDV	-66.8K - 40.11%	$62.52 - $71.12 $4.17M - $4.75M	99.7K $7.04B
DISV	-127K - 56.85%	$26.06 - $29.18 $3.3M - $3.69M	96K $2.79B

Activity Summary All Purchases 14 New Holdings 5 Increased Positions 9 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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