Marshall Financial Group Inc Purchases and Sells in Q1 2024

Marshall Financial Group Inc

$303 Million
Q1 2024

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	1.94K + 0.43%	$55.41 - $62.08 $107K - $120K	449K $27.9M
SCHV	9.31K + 3.12%	$68.82 - $75.98 $641K - $708K	307K $23.4M
VTV	1.34K + 1.26%	$147.46 - $162.86 $198K - $218K	108K $17.5M
VB	644 + 0.79%	$204.0 - $228.59 $131K - $147K	82K $18.7M
SCHM	354 + 0.17%	$72.89 - $81.43 $25.8K - $28.8K	208K $16.9M
SCHP	23.1K + 6.17%	$51.32 - $52.45 $1.18M - $1.21M	397K $20.7M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PG	1.64K New	$147.42 - $162.61 $242K - $267K	1.64K $265K
IQV	914 New	$208.23 - $259.1 $190K - $237K	914 $231K
DFAU	5.77K New	$32.59 - $36.54 $188K - $211K	5.77K $210K
T	11.5K New	$16.23 - $18.04 $186K - $207K	11.5K $202K
MDT	2.31K New	$82.84 - $88.09 $191K - $203K	2.31K $201K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	-8.63K - 20.02%	$48.47 - $49.33 $418K - $426K	34.5K $1.7M
AAPL	-82 - 1.12%	$169.0 - $195.18 $13.9K - $16K	7.23K $1.24M
MUB	-473 - 5.5%	$107.41 - $108.76 $50.8K - $51.4K	8.13K $874K
IWB	-629 - 9.82%	$257.46 - $288.1 $162K - $181K	5.78K $1.66M
VWO	-411 - 2.58%	$39.04 - $42.23 $16K - $17.4K	15.5K $647K
IWM	-170 - 3.78%	$189.48 - $210.3 $32.2K - $35.8K	4.33K $910K

Activity Summary All Purchases 33 New Holdings 5 Increased Positions 28 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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