Guidance Point Advisors, LLC Purchases and Sells in Q3 2024

Guidance Point Advisors, LLC

$331 Million
Q3 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	783 + 1.0%	$520.18 - $576.82 $407K - $452K	78.8K $45.5M
IJR	2.21K + 1.64%	$105.53 - $118.34 $233K - $262K	137K $16M
IEFA	3.38K + 1.42%	$70.09 - $78.74 $237K - $266K	242K $18.9M
IJH	3.56K + 1.5%	$57.32 - $62.65 $204K - $223K	241K $15M
IVE	982 + 1.67%	$181.06 - $197.17 $178K - $194K	59.7K $11.8M
IVW	926 + 0.48%	$84.77 - $97.13 $78.5K - $89.9K	194K $18.5M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EMXC	4.5K New	$56.04 - $62.99 $252K - $283K	4.5K $274K
IXJ	2.38K New	$91.63 - $101.25 $218K - $241K	2.38K $233K
IYW	1.45K New	$133.16 - $158.73 $193K - $231K	1.45K $220K
RSP	1.15K New	$162.83 - $179.16 $187K - $206K	1.15K $206K
ED	1.93K New	$88.42 - $104.97 $170K - $202K	1.93K $200K
FIDELITY WISE ORIGIN BITCOIN	5.77K New	N/A	5.77K $0

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDR	-7.37K - 4.02%	$23.75 - $23.75 $175K - $175K	176K $4.18M
IBDQ	-5.84K - 3.42%	$24.78 - $25.11 $145K - $147K	165K $4.13M
IBDU	-15.3K - 4.98%	$22.51 - $23.57 $345K - $361K	292K $6.86M
IBDV	-17.1K - 5.22%	$21.11 - $22.24 $361K - $381K	311K $6.89M
IBDS	-8.2K - 4.34%	$23.63 - $24.42 $194K - $200K	181K $4.41M
MSFT	-17 - 0.4%	$395.15 - $467.56 $6.72K - $7.95K	4.27K $1.84M

Activity Summary All Purchases 54 New Holdings 7 Increased Positions 47 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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