Independent Family Office, LLC Purchases and Sells in Q3 2024

Independent Family Office, LLC

$197 Million
Q3 2024

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	5.32K + 12.63%	$517.38 - $573.86 $2.75M - $3.05M	47.5K $27.2M
IAU	16.8K + 4.11%	$44.06 - $50.5 $741K - $850K	426K $21.2M
GLD	6.57K + 26.2%	$215.56 - $246.98 $1.42M - $1.62M	31.6K $7.69M
IWD	2.12K + 2.65%	$173.36 - $189.8 $367K - $402K	82K $15.6M
IWM	3.54K + 9.89%	$200.87 - $224.6 $710K - $794K	39.3K $8.68M
VOO	1.41K + 10.46%	$475.2 - $527.7 $668K - $742K	14.8K $7.83M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GDX	27.8K New	$33.89 - $41.64 $942K - $1.16M	27.8K $1.11M
MSTR	4.1K New	$114.3 - $1800.09 $469K - $7.38M	4.1K $691K
ITW	1.27K New	$233.14 - $263.97 $296K - $336K	1.27K $333K
NGD	84.1K New	$1.95 - $3.19 $164K - $268K	84.1K $242K
AMP	428 New	$391.53 - $469.81 $168K - $201K	428 $201K
DOUBLELINE ETF TRUST	20.9K New	N/A	20.9K $0

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	-9.1K - 50.49%	$147.95 - $191.05 $1.35M - $1.74M	8.93K $1.55M
PTC	-3.86K - 2.69%	$164.85 - $187.32 $636K - $723K	139K $25.2M
TMO	-896 - 28.42%	$531.86 - $624.21 $477K - $559K	2.26K $1.4M
WMT	-3.9K - 55.56%	$66.91 - $81.4 $261K - $317K	3.12K $251K
PFF	-4.04K - 33.6%	$31.18 - $33.5 $126K - $135K	7.98K $265K
LQD	-1.26K - 10.77%	$106.11 - $113.72 $134K - $143K	10.4K $1.18M

Activity Summary All Purchases 38 New Holdings 7 Increased Positions 31 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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