Element Wealth, LLC Purchases and Sells in Q4 2024

Element Wealth, LLC

$187 Million
Q4 2024

Top Buys

Incresed Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWP	20.4K + 282.3%	$116.4 - $138.52 $2.37M - $2.83M	27.6K $3.5M
IVV	789 + 2.6%	$570.51 - $610.59 $450K - $482K	31.1K $18.3M
GOVT	35.4K + 25.12%	$22.39 - $23.45 $792K - $830K	176K $4.05M
BUFR	10K + 52.77%	$29.73 - $30.81 $299K - $310K	29.1K $886K
AAPL	343 + 3.15%	$221.69 - $259.02 $76K - $88.8K	11.2K $2.81M
DIVO	9.55K + 4.4%	$40.26 - $42.88 $384K - $410K	227K $9.17M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPIE	18.7K New	$45.59 - $46.25 $852K - $865K	18.7K $852K
PLTR	4.12K New	$36.46 - $82.38 $150K - $340K	4.12K $311K
RNST	6.71K New	$31.36 - $38.62 $210K - $259K	6.71K $239K
NOW	210 New	$867.18 - $1148.42 $182K - $241K	210 $222K
PFN	21.3K New	$7.33 - $7.72 $156K - $164K	21.3K $158K
PFL	15.5K New	$8.27 - $8.77 $128K - $136K	15.5K $129K

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-3.85K - 31.02%	$567.81 - $607.81 $2.19M - $2.34M	8.56K $5.02M
AGG	-2.76K - 4.45%	$96.64 - $101.23 $267K - $280K	59.3K $5.75M
FIDI	-17.7K - 32.02%	$19.3 - $21.68 $342K - $384K	37.6K $731K
ITOT	-4.38K - 6.33%	$124.26 - $134.12 $544K - $587K	64.7K $8.32M
IWF	-905 - 69.3%	$370.24 - $418.94 $335K - $379K	401 $161K
JEPI	-3.66K - 46.17%	$57.53 - $60.83 $211K - $223K	4.27K $245K

Activity Summary All Purchases 149 New Holdings 19 Increased Positions 130 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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