Kfa Private Wealth Group, LLC Purchases and Sells in Q3 2024

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBCG	296K + 66.68%	$37.45 - $44.25 $11.1M - $13.1M	740K $31.7M
FBND	83.6K + 44.43%	$44.65 - $47.21 $3.73M - $3.95M	272K $12.7M
IEMG	62.4K + 103.1%	$53.64 - $53.64 $3.35M - $3.35M	123K $6.59M
ISTB	63.1K + 124.55%	$47.18 - $48.74 $2.98M - $3.08M	114K $5.54M
IVV	1.47K + 2.25%	$520.18 - $576.82 $763K - $846K	66.7K $38.5M
JNK	23.3K + 112.66%	$93.65 - $97.81 $2.18M - $2.28M	44K $4.3M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T	16.4K New	$18.21 - $22.28 $299K - $366K	16.4K $361K
CAT	776 New	$316.8 - $391.12 $246K - $304K	776 $303K
INTU	455 New	$602.97 - $670.49 $274K - $305K	455 $282K
CTVA	4.34K New	$50.72 - $58.78 $220K - $255K	4.34K $255K
UNH	430 New	$488.01 - $604.18 $210K - $260K	430 $251K
HD	554 New	$333.64 - $405.2 $185K - $224K	554 $224K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-23.9K - 32.76%	$159.75 - $174.57 $3.82M - $4.17M	49.1K $8.56M
SHV	-25.6K - 21.58%	$110.05 - $110.63 $2.82M - $2.83M	93K $10.3M
VO	-13.7K - 35.02%	$237.84 - $263.83 $3.27M - $3.62M	25.5K $6.73M
ITOT	-22.5K - 23.84%	$113.41 - $125.62 $2.55M - $2.83M	72K $9.04M
IJR	-17.7K - 27.3%	$105.53 - $118.34 $1.87M - $2.1M	47.2K $5.52M
SHY	-9.76K - 16.4%	$81.31 - $83.29 $793K - $813K	49.7K $4.14M

Activity Summary All Purchases 36 New Holdings 8 Increased Positions 28 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kfa Private Wealth Group, LLC with notifications on news.