Fi3 Financial Advisors, LLC Purchases and Sells in Q3 2024

Fi3 Financial Advisors, LLC

$251 Million
Q3 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	26.5K + 3.89%	$47.6 - $53.31 $1.26M - $1.41M	708K $37.4M
IJR	3.89K + 1.27%	$105.53 - $118.34 $411K - $460K	310K $36.3M
IVV	1.95K + 2.81%	$520.18 - $576.82 $1.01M - $1.12M	71.2K $41.1M
AAPL	1.04K + 2.53%	$207.23 - $234.82 $216K - $245K	42.2K $9.84M
NVDA	7.32K + 26.77%	$98.91 - $134.91 $724K - $988K	34.7K $4.21M
AVGO	7.86K + 1624.59%	$136.27 - $1745.86 $1.07M - $13.7M	8.35K $1.44M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	9.22K New	$92.63 - $105.69 $854K - $975K	9.22K $960K
FMB	11.4K New	$51.0 - $52.05 $581K - $593K	11.4K $592K
FITB	12.7K New	$36.01 - $43.64 $458K - $555K	12.7K $544K
SCHV	4.36K New	$73.43 - $80.37 $320K - $350K	4.36K $350K
WMB	6.45K New	$41.24 - $46.22 $266K - $298K	6.45K $294K
SCHD	3.29K New	$77.02 - $85.06 $253K - $280K	3.29K $278K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HI	-9 - -0.0%	$26.35 - $45.14 $237 - $406	284K $7.88M
GOOGL	-423 - 4.3%	$148.65 - $191.18 $62.9K - $80.9K	9.41K $1.56M
VTIP	-2.37K - 28.44%	$48.06 - $49.39 $114K - $117K	5.95K $293K
COIN	-4 - 0.29%	$147.09 - $265.15 $588 - $1.06K	1.37K $243K
QCOM	-19 - 0.97%	$156.12 - $209.64 $2.97K - $3.98K	1.94K $330K
BA	-36 - 2.0%	$152.04 - $190.6 $5.47K - $6.86K	1.77K $268K

Activity Summary All Purchases 83 New Holdings 26 Increased Positions 57 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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