Lgl Partners, LLC Purchases and Sells in Q3 2024

Lgl Partners, LLC

$634 Million
Q3 2024

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.34K + 2.88%	$520.18 - $576.82 $1.74M - $1.92M	119K $68.8M
BND	6.2K + 1.22%	$71.45 - $75.64 $443K - $469K	514K $38.6M
DGRO	6.34K + 2.09%	$57.47 - $62.76 $364K - $398K	309K $19.4M
IJR	256 + 0.17%	$105.53 - $118.34 $27K - $30.3K	150K $17.5M
IJH	198 + 0.05%	$57.32 - $62.65 $11.3K - $12.4K	391K $24.3M
AGG	1.69K + 1.84%	$96.25 - $101.98 $162K - $172K	93.5K $9.47M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	1.07K New	$175.1 - $223.38 $188K - $239K	1.07K $236K
FTV	2.85K New	$67.01 - $79.2 $191K - $225K	2.85K $224K
TT	556 New	$314.21 - $388.71 $175K - $216K	556 $216K
VWO	4.51K New	$41.9 - $48.26 $189K - $218K	4.51K $215K
SPGI	405 New	$446.32 - $527.38 $181K - $214K	405 $209K
WMB	4.59K New	$41.24 - $46.22 $189K - $212K	4.59K $209K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWV	-12.7K - 38.26%	$294.75 - $326.73 $3.74M - $4.15M	20.5K $6.7M
VIG	-4.58K - 18.2%	$182.15 - $182.15 $834K - $834K	20.6K $3.75M
SCHF	-21.3K - 37.88%	$36.98 - $41.55 $787K - $884K	34.9K $1.43M
VTI	-3.39K - 16.94%	$255.18 - $283.2 $866K - $961K	16.6K $4.71M
IEI	-5.53K - 37.97%	$114.73 - $120.23 $634K - $665K	9.03K $1.08M
VTEB	-10.8K - 37.81%	$49.93 - $51.15 $540K - $553K	17.8K $909K

Activity Summary All Purchases 64 New Holdings 10 Increased Positions 54 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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