Ehrlich Financial Group Purchases and Sells in Q4 2024

Ehrlich Financial Group

$141 Billion
Q4 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JQUA	95.8K + 1052.22%	$55.86 - $60.21 $5.35M - $5.77M	105K $6.01B
IVW	8.7K + 7.35%	$94.43 - $105.47 $822K - $918K	127K $12.9B
IJR	6.36K + 266.43%	$113.92 - $127.38 $724K - $810K	8.74K $1.01B
TLT	11K + 40.03%	$87.1 - $98.49 $960K - $1.09M	38.5K $3.37B
EFG	10.8K + 30.01%	$96.83 - $106.88 $1.05M - $1.16M	46.8K $4.53B
IVV	568 + 14.01%	$570.51 - $610.59 $324K - $347K	4.62K $2.72B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMB	120K New	$21.43 - $22.55 $2.58M - $2.72M	120K $2.6B
MTUM	8.04K New	$201.32 - $217.44 $1.62M - $1.75M	8.04K $1.66B
IAU	19.7K New	$48.37 - $52.65 $951K - $1.04M	19.7K $973M
VUG	1.42K New	$378.79 - $428.11 $537K - $607K	1.42K $582M
FXI	18K New	$29.52 - $36.69 $532K - $661K	18K $549M
AMERICAN CENTY ETF TR	10.6K New	N/A	10.6K $527M

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	-31.3K - 80.82%	$176.42 - $186.91 $5.51M - $5.84M	7.42K $1.32B
MBB	-26.2K - 84.93%	$91.26 - $95.82 $2.39M - $2.51M	4.66K $427M
AVIG	-57.9K - 61.84%	$40.48 - $42.48 $2.35M - $2.46M	35.8K $1.45B
QQQ	-1.2K - 40.43%	$481.22 - $538.17 $575K - $643K	1.76K $900M
IVE	-811 - 2.17%	$189.5 - $206.17 $154K - $167K	36.6K $6.99B
JEPI	-2.14K - 3.59%	$57.53 - $60.83 $123K - $130K	57.5K $3.31B

Activity Summary All Purchases 68 New Holdings 15 Increased Positions 53 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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