Ledge Wealth Management, Inc. Purchases and Sells in Q4 2023

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	103K + 64.64%	$91.67 - $99.66 $9.47M - $10.3M	263K $26.1M
SLYG	31.8K + 81.58%	$68.97 - $85.01 $2.19M - $2.71M	70.8K $5.92M
RSP	1.79K + 1.16%	$133.66 - $158.41 $239K - $283K	156K $24.6M
VTV	2.78K + 1.39%	$131.82 - $149.95 $366K - $417K	202K $30.2M
VUG	667 + 1.13%	$261.54 - $312.16 $174K - $208K	59.9K $18.6M
XLF	138 + 0.05%	$31.45 - $37.72 $4.34K - $5.21K	298K $11.2M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QGRO	140K New	$64.44 - $76.55 $9.04M - $10.7M	140K $10.7M
VEA	5.08K New	$41.58 - $47.99 $211K - $244K	5.08K $243K
ALE	3.68K New	$50.4 - $61.73 $186K - $227K	3.68K $225K
XOM	2.25K New	$98.05 - $115.83 $220K - $260K	2.25K $224K
VIG	1.26K New	$150.16 - $171.16 $189K - $215K	1.26K $214K
DVY	1.73K New	$102.97 - $119.06 $178K - $205K	1.73K $202K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	-854 - 9.26%	$141.77 - $169.1 $121K - $144K	8.37K $1.25M
VNLA	-3.92K - 7.17%	$47.77 - $48.44 $187K - $190K	50.7K $2.45M
IXC	-539 - 0.93%	$38.15 - $42.12 $20.6K - $22.7K	57.7K $2.26M
CSCO	-1.29K - 12.27%	$47.7 - $54.39 $61.5K - $70.1K	9.22K $465K
GOOGL	-593 - 10.83%	$122.17 - $141.52 $72.4K - $83.9K	4.88K $681K
KO	-1.55K - 7.4%	$52.38 - $59.93 $81.1K - $92.8K	19.4K $1.14M

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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