Financial Symmetry Inc Purchases and Sells in Q3 2024

Financial Symmetry Inc

$143 Billion
Q3 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	74.9K + 5.62%	$24.29 - $27.25 $1.82M - $2.04M	1.41M $38B
DFAC	21.8K + 2.13%	$31.05 - $34.29 $676K - $746K	1.05M $35.8B
DFEM	14.1K + 4.85%	$25.21 - $28.46 $354K - $400K	304K $8.56B
DFCF	14.3K + 39.4%	$41.34 - $43.55 $592K - $623K	50.6K $2.19B
DISV	6.9K + 4.27%	$26.06 - $29.18 $180K - $201K	169K $4.9B
AVUS	1.58K + 2.5%	$86.27 - $95.15 $136K - $150K	64.8K $6.17B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	1.32K New	$125.9 - $170.35 $166K - $224K	1.32K $224M
META	388 New	$453.41 - $572.44 $176K - $222K	388 $222M
IJH	3.41K New	$57.32 - $62.65 $196K - $214K	3.41K $213M
UNH	357 New	$488.01 - $604.18 $174K - $216K	357 $208M
XLP	2.48K New	$76.04 - $76.04 $189K - $189K	2.48K $206M

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	-620 - 2.43%	$58.03 - $65.37 $36K - $40.5K	24.9K $1.61B
IBM	-23 - 1.24%	$175.1 - $223.38 $4.03K - $5.14K	1.83K $404M
TSLA	-15 - 0.75%	$191.76 - $263.26 $2.88K - $3.95K	1.99K $521M
AAPL	-161 - 1.36%	$207.23 - $234.82 $33.4K - $37.8K	11.6K $2.71B
VT	-1.27K - 1.81%	$107.72 - $119.96 $136K - $152K	68.6K $8.21B

Activity Summary All Purchases 30 New Holdings 5 Increased Positions 25 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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