Financial Advisory Group Purchases and Sells in Q1 2024

Financial Advisory Group

$552 Million
Q1 2024

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.67K + 2.61%	$429.43 - $481.35 $2M - $2.25M	184K $88.3M
DBEF	40.4K + 2.5%	$36.74 - $40.97 $1.48M - $1.66M	1.65M $67.7M
SPDW	67.2K + 5.72%	$32.85 - $35.9 $2.21M - $2.41M	1.24M $44.5M
IJH	433K + 417.33%	$56.98 - $284.98 $24.7M - $123M	537K $32.6M
GOVT	116K + 13.21%	$22.51 - $23.08 $2.61M - $2.68M	994K $22.6M
SLYV	13.4K + 6.48%	$77.43 - $82.98 $1.04M - $1.11M	220K $18.2M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCV	29K New	$15.95 - $16.37 $463K - $475K	29K $468K
WFC	3.88K New	$46.44 - $57.96 $180K - $225K	3.88K $225K
ASML	230 New	$700.29 - $1047.39 $161K - $241K	230 $223K
NSC	842 New	$226.14 - $263.13 $190K - $222K	842 $214K
GS	500 New	$376.91 - $417.69 $188K - $209K	500 $208K
VLO	1.21K New	$124.77 - $170.98 $151K - $207K	1.21K $206K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-199 - 0.25%	$169.0 - $195.18 $33.6K - $38.8K	78.3K $13.4M
MBB	-14.7K - 37.09%	$91.2 - $93.98 $1.34M - $1.38M	25K $2.31M
AGG	-13.7K - 31.48%	$96.75 - $99.37 $1.32M - $1.36M	29.7K $2.91M
ARKK	-14.2K - 12.21%	$45.2 - $51.64 $641K - $732K	102K $5.11M
VCIT	-9.52K - 43.22%	$79.39 - $81.28 $756K - $774K	12.5K $1.01M
JMST	-10.3K - 46.12%	$50.62 - $50.84 $519K - $521K	12K $607K

Activity Summary All Purchases 33 New Holdings 6 Increased Positions 27 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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