Lgl Partners, LLC Purchases and Sells in Q1 2024

Lgl Partners, LLC

$593 Million
Q1 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	356K + 333.94%	$429.43 - $481.35 $153M - $172M	463K $223M
IVV	46.4K + 62.19%	$469.56 - $525.73 $21.8M - $24.4M	121K $63.6M
DGRO	51.5K + 21.15%	$53.33 - $58.06 $2.75M - $2.99M	295K $17.1M
QQQ	1.2K + 3.77%	$396.28 - $446.38 $474K - $533K	32.9K $14.6M
IJH	315K + 374.91%	$56.98 - $284.98 $17.9M - $89.8M	399K $24.2M
IJR	3.73K + 2.59%	$102.35 - $110.52 $381K - $412K	148K $16.3M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	479K New	$71.76 - $73.66 $34.4M - $35.3M	479K $34.8M
NVDA	493 New	$475.69 - $950.02 $235K - $468K	493 $445K
SNOW	2.25K New	$156.31 - $236.0 $352K - $531K	2.25K $363K
EQT	6.96K New	$32.96 - $38.92 $229K - $271K	6.96K $258K
GBTC	3.75K New	$34.88 - $65.58 $131K - $246K	3.75K $236K
KEY	14.4K New	$13.2 - $15.81 $190K - $228K	14.4K $228K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	-1.53M - 99.08%	$54.61 - $61.05 $83.5M - $93.4M	14.2K $864K
IWV	-271K - 89.12%	$268.36 - $300.08 $72.8M - $81.4M	33.1K $9.94M
AGG	-549K - 85.43%	$96.75 - $99.37 $53.1M - $54.6M	93.7K $9.17M
VTI	-194K - 90.63%	$232.77 - $260.14 $45.1M - $50.4M	20K $5.21M
VEA	-208K - 76.42%	$46.21 - $50.27 $9.61M - $10.5M	64.2K $3.22M
SCHF	-212K - 79.06%	$35.71 - $39.11 $7.58M - $8.3M	56.2K $2.19M

Activity Summary All Purchases 51 New Holdings 10 Increased Positions 41 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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