Ellenbecker Investment Group Purchases and Sells in Q1 2024

Ellenbecker Investment Group

$475 Million
Q1 2024

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.86K + 1.02%	$469.56 - $525.73 $1.81M - $2.03M	381K $200M
VB	10K + 4.32%	$204.0 - $228.59 $2.04M - $2.29M	242K $55.3M
IWF	3.55K + 5.51%	$294.43 - $339.01 $1.05M - $1.2M	68K $22.9M
VEA	32.3K + 10.09%	$46.21 - $50.27 $1.49M - $1.62M	352K $17.7M
AGG	24.9K + 8.83%	$96.75 - $99.37 $2.41M - $2.48M	307K $30.1M
NVDA	109 + 5.03%	$475.69 - $950.02 $51.9K - $104K	2.28K $2.06M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	6.73K New	$53.33 - $58.06 $359K - $391K	6.73K $390K
SCHX	5.41K New	$55.41 - $62.08 $300K - $336K	5.41K $335K
AVGO	176 New	$1049.01 - $1407.01 $185K - $248K	176 $233K
SCHB	3.82K New	$54.61 - $61.05 $209K - $233K	3.82K $233K
RTX	2.36K New	$85.02 - $97.53 $201K - $230K	2.36K $230K
LLY	290 New	$592.2 - $792.28 $172K - $230K	290 $225K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-530 - 1.43%	$169.0 - $195.18 $89.6K - $103K	36.7K $6.29M
USRT	-7.77K - 3.28%	$51.33 - $54.81 $399K - $426K	229K $12.3M
TSLA	-223 - 7.62%	$162.5 - $248.42 $36.2K - $55.4K	2.7K $474K
PULS	-2.58K - 5.13%	$49.39 - $49.7 $127K - $128K	47.7K $2.37M
WEC	-845 - 4.4%	$76.46 - $86.61 $64.6K - $73.2K	18.4K $1.51M
HON	-384 - 6.17%	$193.01 - $209.0 $74.1K - $80.3K	5.84K $1.2M

Activity Summary All Purchases 61 New Holdings 9 Increased Positions 52 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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