N.E.W. Advisory Services LLC Purchases and Sells in Q3 2024

N.E.W. Advisory Services LLC

$1.01 Billion
Q3 2024

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	35.5K + 7.61%	$255.18 - $283.2 $9.05M - $10M	502K $142M
SPAB	172K + 8.01%	$24.86 - $26.33 $4.26M - $4.52M	2.31M $60.5M
IAGG	95.5K + 10.56%	$49.77 - $51.95 $4.75M - $4.96M	1M $51.8M
JPST	86K + 10.72%	$50.25 - $50.74 $4.32M - $4.36M	888K $45M
RDVY	63.4K + 202.16%	$53.68 - $59.24 $3.4M - $3.75M	94.7K $5.61M
BND	32K + 13.59%	$71.45 - $75.64 $2.29M - $2.42M	268K $20.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	3.38K New	$77.02 - $85.06 $261K - $288K	3.38K $285K
SO	2.84K New	$77.0 - $90.52 $219K - $257K	2.84K $256K
DE	576 New	$344.84 - $418.0 $199K - $241K	576 $240K
IJK	2.18K New	$84.81 - $93.54 $185K - $204K	2.18K $200K
AB ACTIVE ETFS INC	7.35K New	N/A	7.35K $0
AMERICAN HEALTHCARE REIT INC	45.7K New	N/A	45.7K $0

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UCON	-214K - 72.42%	$24.39 - $25.28 $5.22M - $5.41M	81.5K $2.05M
KNG	-63.9K - 91.58%	$50.02 - $54.5 $3.2M - $3.48M	5.88K $320K
NIC	-13.4K - 24.62%	$80.01 - $103.65 $1.07M - $1.39M	41K $3.93M
JCPB	-17.7K - 11.56%	$45.87 - $48.53 $812K - $859K	135K $6.53M
VCR	-1.54K - 14.89%	$291.88 - $341.94 $451K - $528K	8.83K $3M
IVV	-480 - 28.35%	$520.18 - $576.82 $250K - $277K	1.21K $699K

Activity Summary All Purchases 104 New Holdings 6 Increased Positions 98 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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