Kc Investment Advisors, LLC Purchases and Sells in Q3 2024

Kc Investment Advisors, LLC

$223 Million
Q3 2024

Top Buys

Incresed Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	2.18K + 1.85%	$475.2 - $527.7 $1.03M - $1.15M	120K $63.4M
IVV	4.77K + 180.97%	$520.18 - $576.82 $2.48M - $2.75M	7.41K $4.28M
VUG	3.2K + 8.17%	$341.08 - $391.94 $1.09M - $1.26M	42.4K $16.3M
IUSB	21.9K + 170.51%	$44.83 - $47.42 $981K - $1.04M	34.7K $1.64M
IVW	9.88K + 291.48%	$84.77 - $97.13 $838K - $960K	13.3K $1.27M
QUAL	4.51K + 237.22%	$162.64 - $179.3 $734K - $809K	6.41K $1.15M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTWO	19.2K New	$81.17 - $90.77 $1.56M - $1.74M	19.2K $1.72M
IVE	3.13K New	$181.06 - $197.17 $566K - $616K	3.13K $616K
MBB	5.23K New	$90.85 - $96.66 $475K - $506K	5.23K $501K
EFV	8.36K New	$51.72 - $57.96 $432K - $485K	8.36K $481K
EFG	4.29K New	$96.84 - $108.77 $416K - $467K	4.29K $461K
IYW	2.82K New	$133.16 - $158.73 $376K - $448K	2.82K $428K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	-87.8K - 90.84%	$41.34 - $43.55 $3.63M - $3.82M	8.85K $382K
JQUA	-26.8K - 23.28%	$51.29 - $56.57 $1.37M - $1.52M	88.3K $5M
SCHX	-5.99K - 10.38%	$61.11 - $67.85 $366K - $406K	51.7K $3.51M
VTI	-1.36K - 10.61%	$255.18 - $283.2 $346K - $384K	11.4K $3.24M
VEA	-4K - 14.89%	$47.6 - $53.31 $190K - $213K	22.9K $1.21M
DIS	-775 - 11.01%	$85.6 - $98.61 $66.3K - $76.4K	6.26K $602K

Activity Summary All Purchases 111 New Holdings 16 Increased Positions 95 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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