Merkkuri Wealth Advisors LLC Purchases and Sells in Q3 2024

Merkkuri Wealth Advisors LLC

$127 Billion
Q3 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	2.43K + 341.01%	$98.91 - $134.91 $240K - $328K	3.14K $3.81B
SCHD	7.29K + 6.39%	$77.02 - $85.06 $561K - $620K	121K $10.2B
SPLG	10.8K + 12.77%	$60.84 - $67.51 $654K - $726K	94.9K $6.41B
IEFA	6.95K + 9.65%	$70.09 - $78.74 $487K - $547K	79K $6.17B
FBND	15.3K + 17.12%	$44.65 - $47.21 $681K - $720K	104K $4.88B
IUSB	13.7K + 36.78%	$44.83 - $47.42 $616K - $651K	51.1K $2.41B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARCC	15.1K New	$19.8 - $21.28 $299K - $322K	15.1K $317M
COST	321 New	$801.83 - $917.05 $257K - $294K	321 $285M
IFRA	4.87K New	$41.55 - $46.97 $202K - $229K	4.87K $229M
OXLC	10.1K New	$5.15 - $5.67 $52K - $57.2K	10.1K $52.9M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-1.46K - 16.96%	$520.18 - $576.82 $758K - $840K	7.13K $4.11B
ESGU	-4.41K - 30.81%	$113.45 - $126.18 $500K - $556K	9.89K $1.25B
HEFA	-4.02K - 17.6%	$32.34 - $35.85 $130K - $144K	18.8K $667M
USMV	-691 - 20.67%	$83.76 - $91.82 $57.9K - $63.4K	2.65K $242M
SJB	-441 - 3.16%	$16.19 - $17.04 $7.14K - $7.51K	13.5K $219M
IYW	-141 - 1.73%	$133.16 - $158.73 $18.8K - $22.4K	8.01K $1.21B

Activity Summary All Purchases 65 New Holdings 4 Increased Positions 61 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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