Liberty Wealth Management LLC Purchases and Sells in Q3 2024

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

Top Buys

Incresed Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
4.96K
+ 9.43%
$69.16 - $76.64 $343K - $380K
57.5K $4.32M
903
+ 0.89%
$56.47 - $63.69 $51K - $57.5K
102K $6.44M
356
+ 33.49%
$772.14 - $960.02 $275K - $342K
1.42K $1.26M
182
+ 1.94%
$214.77 - $237.72 $39.1K - $43.3K
9.55K $2.26M
265
+ 9.25%
$233.44 - $279.45 $61.9K - $74.1K
3.13K $866K
1.56K
+ 15.68%
$60.84 - $67.51 $95K - $105K
11.5K $778K
View all

New Holdings

34 operations
Stock Shares change Price Range Shares Held Trade History
1.49K
New
$156.66 - $189.66 $233K - $282K
1.49K $280K
2.26K
New
$89.69 - $119.32 $203K - $270K
2.26K $268K
2.26K
New
$106.13 - $120.89 $239K - $273K
2.26K $259K
3.18K
New
$61.9 - $80.88 $197K - $258K
3.18K $256K
4.79K
New
$39.66 - $51.75 $190K - $248K
4.79K $248K
5.04K
New
$44.65 - $47.21 $225K - $238K
5.04K $235K
View all

Top Sells

Reduced Positions

142 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONL US LARGE CAP
-284K
- 40.75%
N/A
413K $0
T ROWE PRICE ETF INC
-249
- 0.24%
N/A
102K $0
BLACKROCK FLEXIBLE
-14.4K
- 30.33%
N/A
33.1K $0
-73.2K
- 74.36%
$53.64 - $53.64 $3.93M - $3.93M
25.3K $1.35M
-116K
- 55.58%
$32.34 - $35.85 $3.76M - $4.17M
93K $3.29M
-438K
- 99.84%
$305.34 - $350.41 $134M - $153M
692 $238K
View all
Activity Summary
Buys All Purchases 77 New Holdings 34 Increased Positions 43 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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