Lvw Advisors, LLC Purchases and Sells in Q4 2024

Lvw Advisors, LLC

$804 Million
Q4 2024

Top Buys

Incresed Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONG	1.27K + 0.27%	$95.27 - $107.82 $121K - $137K	468K $48.3M
BSV	40.8K + 30.71%	$77.02 - $78.58 $3.14M - $3.2M	173K $13.4M
VUG	1.42K + 1.71%	$378.79 - $428.11 $538K - $608K	84.6K $34.7M
STIP	26.4K + 7.45%	$100.24 - $101.35 $2.65M - $2.68M	381K $38.3M
CGGO	98.8K + 18.26%	$29.21 - $30.67 $2.89M - $3.03M	640K $18.7M
IJR	19.6K + 36.16%	$113.92 - $127.38 $2.23M - $2.5M	73.8K $8.5M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	271K New	$71.75 - $75.11 $19.4M - $20.3M	271K $19.5M
TIP	13.5K New	$106.33 - $110.69 $1.43M - $1.49M	13.5K $1.44M
BIL	12.3K New	$91.29 - $91.8 $1.12M - $1.13M	12.3K $1.12M
URTH	4.45K New	$153.73 - $162.67 $683K - $723K	4.45K $691K
OLLI	5.72K New	$87.56 - $119.8 $500K - $685K	5.72K $627K
IWP	4.8K New	$116.4 - $138.52 $559K - $665K	4.8K $608K

Top Sells

Reduced Positions

164 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-76K - 74.92%	$49.79 - $51.14 $3.78M - $3.89M	25.4K $1.28M
VTWO	-30.9K - 25.56%	$87.42 - $98.06 $2.7M - $3.03M	89.9K $8.03M
BIV	-11K - 4.04%	$74.5 - $78.37 $817K - $860K	261K $19.5M
SCHP	-22K - 64.99%	$25.74 - $53.78 $565K - $1.18M	11.8K $305K
MSFT	-1.79K - 5.75%	$406.35 - $454.46 $728K - $814K	29.4K $12.4M
HCA	-1.49K - 34.03%	$297.52 - $415.61 $444K - $620K	2.89K $868K

Options

Puts

3 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	10K New	$567.81 - $607.81 $5.68M - $6.08M	10K $5.86M
AAPL	10K + 50.0%	$221.69 - $259.02 $2.22M - $2.59M	30K $7.51M
PLTR	10K New	$36.46 - $82.38 $365K - $824K	10K $756K

Activity Summary All Purchases 136 New Holdings 25 Increased Positions 111 All Sells 164 Reductions 164 Sold out 0 Calls 0 Puts 3

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