Lwm Advisory Services, LLC Purchases and Sells in Q1 2024

Lwm Advisory Services, LLC

$145 Million
Q1 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	302K + 1444.76%	$100.29 - $100.71 $30.3M - $30.4M	323K $32.5M
PAVE	156K + 618.36%	$33.2 - $39.81 $5.17M - $6.19M	181K $7.2M
COWZ	83.9K + 142.83%	$50.77 - $58.11 $4.26M - $4.87M	143K $8.29M
XLG	22.4K + 68.72%	$37.01 - $42.29 $830K - $949K	55.1K $2.32M
NVDA	268 + 13.27%	$475.69 - $950.02 $127K - $255K	2.29K $2.07M
XMHQ	4.02K + 22.68%	$86.47 - $110.05 $347K - $442K	21.7K $2.39M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMLF	8.36K New	$56.47 - $63.58 $472K - $532K	8.36K $531K
FE	11.9K New	$35.79 - $38.74 $425K - $460K	11.9K $458K
DIA	1.13K New	$372.72 - $397.76 $422K - $450K	1.13K $449K
GS	879 New	$376.91 - $417.69 $331K - $367K	879 $367K
META	572 New	$344.47 - $512.19 $197K - $293K	572 $277K
GTLS	1.47K New	$110.53 - $165.31 $163K - $243K	1.47K $242K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-227K - 50.55%	$48.96 - $55.23 $11.1M - $12.5M	222K $12.3M
EELV	-320K - 93.0%	$22.95 - $24.32 $7.34M - $7.78M	24.1K $574K
AAPL	-1.25K - 4.14%	$169.0 - $195.18 $210K - $243K	28.9K $4.95M
CALF	-9.28K - 46.1%	$45.67 - $49.16 $424K - $456K	10.8K $533K
URTH	-2.34K - 41.92%	$130.7 - $144.91 $306K - $339K	3.24K $469K
SPDW	-7.74K - 19.45%	$32.85 - $35.9 $254K - $278K	32.1K $1.15M

Activity Summary All Purchases 39 New Holdings 11 Increased Positions 28 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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