Iag Wealth Partners, LLC Purchases and Sells in Q3 2024

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	29.6K + 2.72%	$33.74 - $37.96 $999K - $1.12M	1.12M $42.1M
DLN	8.95K + 2.19%	$71.86 - $78.56 $643K - $703K	418K $32.9M
HTAB	122K + 25.67%	$19.24 - $19.9 $2.36M - $2.44M	599K $11.9M
EOG	20.5K + 10071.57%	$117.9 - $132.65 $2.42M - $2.73M	20.8K $2.55M
DON	1.03K + 0.21%	$46.17 - $51.13 $47.5K - $52.6K	490K $25M
AVDE	14.4K + 8.89%	$60.09 - $67.67 $866K - $975K	177K $11.8M

New Holdings

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CROX	5.5K New	$121.05 - $147.9 $666K - $813K	5.5K $796K
PRF	2.6K New	$37.33 - $40.63 $97.2K - $106K	2.6K $105K
UBS	1.92K New	$27.97 - $31.42 $53.6K - $60.2K	1.92K $59K
MSI	100 New	$385.65 - $450.49 $38.6K - $45K	100 $44K
BKNG	10 New	$3305.62 - $4268.05 $33.1K - $42.7K	10 $42K
DVN	800 New	$37.87 - $48.65 $30.3K - $38.9K	800 $31K

Top Sells

Reduced Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-2.96K - 6.41%	$341.08 - $391.94 $1.01M - $1.16M	43.2K $16.6M
VIG	-2.03K - 5.11%	$182.15 - $182.15 $369K - $369K	37.6K $6.85M
SPYG	-6.51K - 7.84%	$73.38 - $84.1 $478K - $548K	76.6K $6.35M
GSIE	-5.59K - 1.01%	N/A	550K $17.3M
VOO	-364 - 30.03%	$475.2 - $527.7 $173K - $192K	848 $447K
MOAT	-988 - 45.36%	$85.84 - $85.84 $84.8K - $84.8K	1.19K $102K

Activity Summary All Purchases 137 New Holdings 40 Increased Positions 97 All Sells 96 Reductions 96 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.