Madison Wealth Partners, Inc Purchases and Sells in Q3 2024

Madison Wealth Partners, Inc

$326 Million
Q3 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	41.3K + 5.15%	$57.47 - $62.76 $2.38M - $2.59M	844K $52.9M
IUSV	14.6K + 6.51%	$87.56 - $95.49 $1.28M - $1.39M	238K $22.8M
VIG	15.2K + 195.39%	$182.15 - $182.15 $2.76M - $2.76M	22.9K $4.18M
SCHB	32K + 25.14%	$59.93 - $66.52 $1.91M - $2.13M	159K $10.6M
QQQ	3.99K + 26.89%	$434.77 - $502.96 $1.73M - $2.01M	18.8K $9.19M
AAPL	5.14K + 14.67%	$207.23 - $234.82 $1.07M - $1.21M	40.2K $9.36M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	5.57K New	$255.18 - $283.2 $1.42M - $1.58M	5.57K $1.58M
GLD	4.74K New	$215.56 - $246.98 $1.02M - $1.17M	4.74K $1.15M
VYM	7.27K New	$117.9 - $128.2 $858K - $933K	7.27K $932K
VBR	3.53K New	$179.99 - $201.6 $635K - $711K	3.53K $707K
VDE	5.47K New	$117.44 - $131.06 $643K - $717K	5.47K $670K
XLC	6.6K New	$82.16 - $90.4 $542K - $596K	6.6K $596K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	-5K - 15.34%	$162.83 - $179.16 $813K - $895K	27.6K $4.94M
MUB	-1.55K - 5.86%	$106.13 - $108.7 $164K - $168K	24.9K $2.7M
HMOP	-2.85K - 22.09%	$38.61 - $39.46 $110K - $112K	10K $395K
T	-4.96K - 23.65%	$18.21 - $22.28 $90.2K - $110K	16K $351K
AGG	-806 - 7.59%	$96.25 - $101.98 $77.6K - $82.2K	9.82K $994K
EFA	-556 - 18.62%	$75.32 - $84.37 $41.9K - $46.9K	2.43K $203K

Activity Summary All Purchases 86 New Holdings 25 Increased Positions 61 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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