Kfg Wealth Management, LLC Purchases and Sells in Q3 2024

Kfg Wealth Management, LLC

$344 Million
Q3 2024

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	271K + 1419.62%	$44.65 - $47.21 $12.1M - $12.8M	290K $13.5M
DFIC	172K + 784.88%	$25.36 - $28.37 $4.36M - $4.87M	194K $5.45M
DFIP	96.2K + 1407.62%	$40.69 - $42.46 $3.91M - $4.09M	103K $4.36M
IJR	27.4K + 918.85%	$105.53 - $118.34 $2.9M - $3.25M	30.4K $3.56M
DFEM	102K + 847.34%	$25.21 - $28.46 $2.57M - $2.9M	114K $3.21M
UJUL	62.7K + 29.01%	$31.92 - $33.91 $2M - $2.13M	279K $9.46M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	930K New	$36.82 - $39.74 $34.2M - $37M	930K $37M
DRSK	732K New	$26.97 - $28.55 $19.7M - $20.9M	732K $20.7M
SPEM	293K New	$36.02 - $41.68 $10.6M - $12.2M	293K $12.1M
OSCV	273K New	$33.99 - $37.93 $9.27M - $10.3M	273K $10.2M
XLRE	82.7K New	$38.04 - $45.36 $3.15M - $3.75M	82.7K $3.69M
REZ	40.3K New	$76.42 - $91.19 $3.08M - $3.67M	40.3K $3.58M

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UAUG	-45.9K - 14.87%	$33.02 - $35.03 $1.51M - $1.61M	262K $9.19M
EMB	-15.4K - 29.46%	$87.75 - $93.74 $1.35M - $1.44M	36.8K $3.44M
QQQ	-2.82K - 8.16%	$434.77 - $502.96 $1.22M - $1.42M	31.7K $15.5M
SOXX	-2.21K - 13.9%	$199.29 - $265.49 $441K - $588K	13.7K $3.16M
UDEC	-10.2K - 16.01%	$33.55 - $35.03 $341K - $356K	53.4K $1.87M
PFEB	-6.56K - 12.03%	$34.29 - $36.04 $225K - $236K	48K $1.73M

Activity Summary All Purchases 102 New Holdings 31 Increased Positions 71 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

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