Lws Wealth Advisors, Inc. Purchases and Sells in Q4 2023

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	4.61K + 9.77%	$412.55 - $479.0 $1.9M - $2.21M	51.8K $24.7M
IEFA	20.3K + 7.08%	$61.3 - $70.47 $1.24M - $1.43M	307K $21.6M
VIG	6.8K + 6.21%	$150.16 - $171.16 $1.02M - $1.16M	116K $19.8M
IVE	4.32K + 5.35%	$147.64 - $174.21 $637K - $752K	85K $14.8M
IEMG	30K + 12.04%	$45.74 - $50.64 $1.37M - $1.52M	279K $14.1M
IJH	5.29K + 18.52%	$232.04 - $279.85 $1.23M - $1.48M	33.9K $9.39M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNP	3.73K New	$200.64 - $246.02 $749K - $918K	3.73K $916K
VMBS	15.5K New	$42.3 - $46.59 $654K - $720K	15.5K $716K
MCHP	7.88K New	$70.66 - $92.96 $556K - $732K	7.88K $710K
DEO	4.1K New	$138.93 - $159.96 $569K - $655K	4.1K $596K
SHYD	22.6K New	$21.31 - $22.2 $481K - $501K	22.6K $499K
AWK	3.67K New	$115.5 - $135.08 $423K - $495K	3.67K $483K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSMB	-6.13K - 8.91%	$19.31 - $19.97 $118K - $122K	62.7K $1.25M
STPZ	-358 - 7.17%	$49.78 - $51.24 $17.8K - $18.3K	4.63K $236K
EEM	-287 - 1.72%	$36.53 - $40.3 $10.5K - $11.6K	16.4K $659K
IWR	-83 - 2.12%	$64.84 - $78.27 $5.38K - $6.5K	3.84K $298K
VTI	-24 - 1.83%	$203.12 - $238.25 $4.87K - $5.72K	1.29K $306K
IWM	-35 - 1.87%	$162.21 - $204.82 $5.68K - $7.17K	1.84K $368K

Activity Summary All Purchases 46 New Holdings 10 Increased Positions 36 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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