Iag Wealth Partners, LLC Purchases and Sells in Q4 2024

Iag Wealth Partners, LLC

$544 Million
Q4 2024

Top Buys

Incresed Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	36.2K + 5.04%	$66.77 - $71.52 $2.42M - $2.59M	755K $52.1M
PULS	57.2K + 25.81%	$49.51 - $49.79 $2.83M - $2.85M	279K $13.8M
HTAB	136K + 22.69%	$19.26 - $19.88 $2.62M - $2.7M	735K $14.2M
VUG	2.87K + 6.65%	$378.79 - $428.11 $1.09M - $1.23M	46K $18.9M
GSLC	5.48K + 2.07%	$111.85 - $120.71 $613K - $662K	270K $31.1M
RECS	31.5K + 55.55%	$33.61 - $36.42 $1.06M - $1.15M	88.1K $3.05M

New Holdings

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAE	159K New	$25.36 - $28.15 $4.03M - $4.47M	159K $4.03M
VNLA	2.45K New	$48.82 - $49.11 $120K - $121K	2.45K $120K
AVIV	1.57K New	$51.24 - $55.81 $80.2K - $87.4K	1.57K $81K
NFG	750 New	$58.89 - $64.23 $44.2K - $48.2K	750 $45K
FDX	152 New	$260.5 - $305.15 $39.6K - $46.4K	152 $42K
DUK	374 New	$105.76 - $120.76 $39.6K - $45.2K	374 $40K

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EOG	-20.5K - 98.78%	$118.22 - $136.54 $2.42M - $2.8M	254 $31K
PWV	-19.3K - 6.37%	$56.33 - $61.73 $1.09M - $1.19M	283K $16.1M
CWI	-7.26K - 2.13%	$27.88 - $30.51 $202K - $222K	333K $9.31M
DLN	-5.98K - 1.43%	$77.23 - $82.11 $462K - $491K	412K $32.1M
CROX	-5.4K - 98.18%	$96.51 - $141.93 $521K - $766K	100 $10K
DON	-10.6K - 2.17%	$50.53 - $55.55 $537K - $591K	479K $24.4M

Activity Summary All Purchases 165 New Holdings 61 Increased Positions 104 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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