Holistic Financial Partners Purchases and Sells in Q3 2024

Holistic Financial Partners

$205 Million
Q3 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FVD	5.13K + 2.54%	$40.45 - $45.49 $208K - $233K	207K $9.43M
FTA	3.64K + 2.86%	$72.76 - $79.13 $265K - $288K	131K $10.4M
SCHF	5.7K + 2.25%	$36.98 - $41.55 $211K - $237K	259K $10.7M
SCHE	2.65K + 1.09%	$25.45 - $29.53 $67.4K - $78.2K	245K $7.16M
FXH	1.5K + 3.18%	$103.09 - $113.83 $155K - $171K	48.8K $5.46M
LGOV	7.55K + 3.09%	$20.77 - $22.83 $157K - $172K	252K $5.65M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTCS	102K New	$83.58 - $90.94 $8.54M - $9.29M	102K $9.28M
RTX	5.56K New	$99.55 - $123.34 $553K - $685K	5.56K $673K
TGT	1.98K New	$133.47 - $159.25 $264K - $315K	1.98K $308K
BABA	2.71K New	$72.18 - $107.33 $196K - $291K	2.71K $287K
LBRDK	3.17K New	$52.66 - $78.14 $167K - $248K	3.17K $245K
AFRM	5.81K New	$24.12 - $44.98 $140K - $261K	5.81K $236K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-193 - 0.28%	$772.14 - $960.02 $149K - $185K	67.8K $60.1M
FTSM	-4.32K - 15.95%	$59.61 - $60.15 $258K - $260K	22.8K $1.36M
AZN	-1.75K - 30.03%	$76.67 - $87.62 $134K - $153K	4.08K $317K
AMZN	-52 - 0.35%	$161.02 - $200.0 $8.37K - $10.4K	14.9K $2.77M
MSI	-382 - 38.82%	$385.65 - $450.49 $147K - $172K	602 $270K
AGG	-986 - 24.41%	$96.25 - $101.98 $94.9K - $101K	3.05K $309K

Activity Summary All Purchases 71 New Holdings 14 Increased Positions 57 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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