Halpern Financial, Inc. Purchases and Sells in Q3 2024

Halpern Financial, Inc.

$389 Billion
Q3 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	43.6K + 13.32%	$41.9 - $48.26 $1.83M - $2.11M	371K $18.3B
SPDW	40.6K + 5.06%	$33.74 - $37.96 $1.37M - $1.54M	843K $31.4B
VB	7.08K + 14.03%	$214.77 - $237.72 $1.52M - $1.68M	57.5K $13.5B
VTV	10.5K + 21.01%	$159.75 - $174.57 $1.67M - $1.82M	60.2K $10.5B
SCHD	8.8K + 3.6%	$77.02 - $85.06 $678K - $749K	253K $21.4B
JEPI	22.6K + 10.29%	$54.98 - $59.51 $1.24M - $1.35M	243K $14.4B

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RVMD	5.63K New	$36.92 - $47.94 $208K - $270K	5.63K $259M
JETS	6.93K New	$16.76 - $20.84 $116K - $144K	6.93K $140M
VXUS	1.48K New	$58.03 - $65.37 $86.1K - $97K	1.48K $96.2M
META	81 New	$453.41 - $572.44 $36.7K - $46.4K	81 $46.4M
VGT	58 New	$514.43 - $606.85 $29.8K - $35.2K	58 $33.4M
QUAL	145 New	$162.64 - $179.3 $23.6K - $26K	145 $25.9M

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FHLC	-21.9K - 44.63%	$67.43 - $74.23 $1.48M - $1.62M	27.2K $1.96B
FVAL	-19K - 10.86%	$55.27 - $60.6 $1.05M - $1.15M	156K $9.37B
FTEC	-3.84K - 5.81%	$152.9 - $180.39 $586K - $692K	62.2K $10.6B
CRWD	-500 - 12.51%	$217.89 - $392.15 $109K - $196K	3.5K $980M
IVW	-10.7K - 4.32%	$84.77 - $97.13 $911K - $1.04M	238K $22.5B
IVV	-3.13K - 5.15%	$520.18 - $576.82 $1.63M - $1.81M	57.7K $33B

Activity Summary All Purchases 61 New Holdings 32 Increased Positions 29 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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