Droms Strauss Advisors Inc Purchases and Sells in Q4 2024

Droms Strauss Advisors Inc

$306 Million
Q4 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	31.5K + 156.48%	$51.78 - $57.15 $1.63M - $1.8M	51.6K $2.71M
IBDT	16.1K + 12.49%	$24.82 - $25.48 $399K - $410K	145K $3.61M
BOND	3.45K + 66.09%	$90.42 - $94.5 $312K - $326K	8.67K $783K
IBDR	7.98K + 4.74%	N/A	177K $4.19M
HYMB	6.64K + 28.67%	$25.3 - $26.31 $168K - $175K	29.8K $762K
IBDS	8.37K + 4.96%	$23.88 - $24.32 $200K - $203K	177K $4.24M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWO	42.6K New	$278.19 - $315.36 $11.8M - $13.4M	42.6K $12.3M
IJT	58.6K New	$134.53 - $150.65 $7.88M - $8.83M	58.6K $7.93M
MBB	3.65K New	$91.26 - $95.82 $333K - $350K	3.65K $334K
IBMQ	11.2K New	$25.06 - $25.59 $279K - $285K	11.2K $280K
IBMO	10K New	$25.4 - $25.62 $254K - $256K	10K $254K
IBMP	9.84K New	$25.08 - $25.43 $247K - $250K	9.84K $247K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-640 - 0.52%	$168.32 - $181.87 $108K - $116K	122K $20.6M
MSFT	-560 - 5.93%	$406.35 - $454.46 $228K - $254K	8.88K $3.74M
PM	-2.27K - 33.33%	$118.38 - $133.06 $268K - $302K	4.53K $545K
IEFA	-602 - 2.95%	$70.06 - $77.43 $42.2K - $46.6K	19.8K $1.39M
IGF	-1.36K - 2.63%	$51.2 - $55.7 $69.7K - $75.8K	50.4K $2.63M
UNH	-82 - 4.75%	$485.52 - $625.25 $39.8K - $51.3K	1.65K $832K

Activity Summary All Purchases 37 New Holdings 8 Increased Positions 29 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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