Element Wealth, LLC Purchases and Sells in Q3 2024

Element Wealth, LLC

$187 Million
Q3 2024

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	1.44K + 57.6%	$434.77 - $502.96 $626K - $724K	3.94K $1.92M
ITOT	1.43K + 2.11%	$113.41 - $125.62 $162K - $179K	69.1K $8.68M
XOM	4.68K + 141.95%	$109.72 - $119.0 $513K - $557K	7.98K $935K
IBDS	19.2K + 62.17%	$23.63 - $24.42 $454K - $470K	50.2K $1.22M
IBTH	20.6K + 152.53%	$21.96 - $22.69 $452K - $467K	34.1K $770K
VYMI	4.17K + 18.1%	$66.31 - $74.08 $276K - $309K	27.2K $2M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	2.85K New	$76.84 - $91.03 $219K - $260K	2.85K $256K
ETR	1.83K New	$104.75 - $131.61 $192K - $241K	1.83K $240K
GWRE	1.3K New	$137.04 - $182.94 $178K - $237K	1.3K $237K
USB	5.04K New	$39.04 - $47.23 $197K - $238K	5.04K $230K
TFC	5.25K New	$38.22 - $44.94 $201K - $236K	5.25K $224K
EFX	757 New	$236.42 - $307.13 $179K - $232K	757 $222K

Top Sells

Reduced Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDP	-22.2K - 54.87%	$25.04 - $25.21 $555K - $559K	18.2K $459K
IBTE	-22.5K - 69.34%	$23.88 - $24.01 $538K - $541K	9.97K $239K
TFLO	-8.97K - 4.88%	$50.42 - $50.66 $452K - $455K	175K $8.85M
MSFT	-404 - 11.07%	$395.15 - $467.56 $160K - $189K	3.25K $1.4M
PEG	-2.92K - 35.53%	$73.58 - $89.21 $215K - $261K	5.3K $473K
IBTF	-5.94K - 13.04%	$23.13 - $23.43 $137K - $139K	39.6K $927K

Activity Summary All Purchases 87 New Holdings 16 Increased Positions 71 All Sells 108 Reductions 108 Sold out 0 Calls 0 Puts 0

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