Ellenbecker Investment Group Purchases and Sells in Q3 2024

Ellenbecker Investment Group

$527 Million
Q3 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.29K + 0.86%	$520.18 - $576.82 $1.71M - $1.9M	385K $222M
VB	9.81K + 3.95%	$214.77 - $237.72 $2.11M - $2.33M	258K $61.2M
AGG	7.14K + 2.27%	$96.25 - $101.98 $687K - $728K	321K $32.5M
VEA	10.7K + 2.87%	$47.6 - $53.31 $509K - $570K	383K $20.2M
IWF	2.02K + 2.84%	$332.02 - $382.76 $672K - $775K	73.4K $27.5M
IJR	1.37K + 1.08%	$105.53 - $118.34 $145K - $163K	129K $15.1M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	1.69K New	$123.32 - $147.38 $208K - $249K	1.69K $230K
GLD	867 New	$215.56 - $246.98 $187K - $214K	867 $210K
AMGN	637 New	$309.38 - $337.38 $197K - $215K	637 $205K
VOO	388 New	$475.2 - $527.7 $184K - $205K	388 $204K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-568 - 5.12%	$395.15 - $467.56 $224K - $266K	10.5K $4.53M
SCHP	-8.43K - 13.05%	$51.58 - $53.79 $435K - $453K	56.2K $3.01M
FISV	-2.14K - 10.63%	N/A	18K $2.25M
MRK	-1.24K - 17.0%	$111.15 - $128.97 $138K - $160K	6.06K $687K
ADI	-838 - 46.66%	$200.56 - $243.33 $168K - $204K	958 $220K
HON	-662 - 10.23%	$196.73 - $220.21 $130K - $146K	5.81K $1.2M

Activity Summary All Purchases 55 New Holdings 4 Increased Positions 51 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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