Ma Private Wealth Purchases and Sells in Q3 2024

Ma Private Wealth

$533 Million
Q3 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	759K + 6584.49%	$44.24 - $49.47 $33.6M - $37.5M	770K $38.1M
IVW	106K + 50.09%	$84.77 - $97.13 $8.99M - $10.3M	318K $30.4M
XCEM	258K + 50.37%	$30.17 - $33.79 $7.78M - $8.71M	769K $25.1M
VMBS	30.8K + 5.68%	$44.9 - $47.55 $1.38M - $1.46M	574K $27.1M
SPTL	56.8K + 15.59%	$26.69 - $29.87 $1.52M - $1.7M	421K $12.2M
EFG	4.56K + 1.98%	$96.84 - $108.77 $441K - $496K	235K $25.3M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HEFA	129K New	$32.34 - $35.85 $4.18M - $4.64M	129K $4.58M
OEF	1.54K New	$266.03 - $266.03 $410K - $410K	1.54K $410K
TSLA	900 New	$191.76 - $263.26 $173K - $237K	900 $235K
IGM	2.2K New	$84.03 - $98.62 $185K - $217K	2.2K $211K
BLACKROCK ETF TRUST II	21.2K New	N/A	21.2K $0

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	-165K - 59.82%	$83.76 - $91.82 $13.8M - $15.1M	111K $10.1M
MTUM	-49.2K - 72.35%	$175.46 - $203.3 $8.64M - $10M	18.8K $3.82M
EFV	-122K - 24.17%	$51.72 - $57.96 $6.33M - $7.1M	384K $22.1M
QUAL	-39.9K - 14.13%	$162.64 - $179.3 $6.48M - $7.15M	242K $43.4M
SPEM	-93.3K - 82.35%	$36.02 - $41.68 $3.36M - $3.89M	20K $825K
IEFA	-33.7K - 67.08%	$70.09 - $78.74 $2.36M - $2.66M	16.6K $1.29M

Activity Summary All Purchases 31 New Holdings 5 Increased Positions 26 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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