Jfg Wealth Management, LLC Purchases and Sells in Q3 2024

Jfg Wealth Management, LLC

$364 Million
Q3 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	9.3K + 254.27%	$207.23 - $234.82 $1.93M - $2.18M	13K $3.02M
IWF	5.4K + 353.7%	$332.02 - $382.76 $1.79M - $2.07M	6.93K $2.6M
VONV	15.8K + 379.89%	$76.07 - $83.33 $1.21M - $1.32M	20K $1.67M
ACWI	9.8K + 258.92%	$107.24 - $119.84 $1.05M - $1.17M	13.6K $1.62M
VTI	3.15K + 30.03%	$255.18 - $283.2 $803K - $892K	13.6K $3.86M
VOO	1.91K + 218.19%	$475.2 - $527.7 $906K - $1.01M	2.78K $1.47M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	13.2K New	$56.04 - $62.2 $742K - $823K	13.2K $823K
DFAI	25.5K New	$28.69 - $32.06 $733K - $819K	25.5K $811K
USMV	8.66K New	$83.76 - $91.82 $725K - $795K	8.66K $790K
NULC	13.2K New	$41.51 - $46.29 $549K - $612K	13.2K $612K
COWZ	10.6K New	$53.41 - $57.9 $565K - $613K	10.6K $611K
VGT	1.03K New	$514.43 - $606.85 $529K - $624K	1.03K $602K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	-93.5K - 21.76%	$100.09 - $100.69 $9.36M - $9.41M	336K $33.8M
SPY	-2.71K - 22.3%	$517.38 - $573.86 $1.4M - $1.55M	9.43K $5.41M
PDBC	-31K - 9.85%	$12.67 - $14.36 $392K - $445K	283K $3.81M
EWX	-10.3K - 19.06%	$54.3 - $62.38 $562K - $645K	43.9K $2.74M
EEMS	-5.96K - 9.88%	$57.22 - $64.18 $341K - $382K	54.3K $3.47M
TFI	-62 - 0.97%	$45.6 - $46.83 $2.83K - $2.9K	6.3K $294K

Activity Summary All Purchases 49 New Holdings 20 Increased Positions 29 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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