New Perspectives, Inc Purchases and Sells in Q3 2024

New Perspectives, Inc

$187 Million
Q3 2024

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	3.76K + 1.21%	$70.09 - $78.74 $264K - $296K	315K $24.6M
IWM	2.29K + 3.81%	$200.87 - $224.6 $459K - $514K	62.3K $13.8M
QQQM	6.97K + 88.39%	$178.94 - $207.0 $1.25M - $1.44M	14.9K $2.98M
SPMD	8.49K + 3.41%	$50.29 - $54.92 $427K - $466K	258K $14.1M
AAPL	99 + 0.79%	$207.23 - $234.82 $20.5K - $23.2K	12.7K $2.96M
MSFT	701 + 85.91%	$395.15 - $467.56 $277K - $328K	1.52K $652K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHW	3.6K New	$294.65 - $384.0 $1.06M - $1.38M	3.6K $1.37M
LLY	1.1K New	$772.14 - $960.02 $847K - $1.05M	1.1K $971K
ADSK	1.4K New	$245.83 - $245.83 $344K - $344K	1.4K $344K
JPM	1.59K New	$194.9 - $224.8 $310K - $358K	1.59K $335K
UNH	444 New	$488.01 - $604.18 $217K - $268K	444 $259K
CB	762 New	$252.51 - $292.2 $192K - $223K	762 $219K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-288K - 52.41%	$50.2 - $50.48 $14.4M - $14.5M	261K $13.1M
QQQ	-1.48K - 2.35%	$434.77 - $502.96 $643K - $743K	61.3K $29.9M
VIG	-290 - 0.68%	$182.15 - $182.15 $52.8K - $52.8K	42.5K $7.74M
VXF	-1 - 0.05%	$163.98 - $182.92 $164 - $183	1.83K $333K
RF	-470 - 4.37%	$19.51 - $23.42 $9.17K - $11K	10.3K $239K
EES	-641 - 2.0%	$46.45 - $53.68 $29.8K - $34.4K	31.4K $1.66M

Activity Summary All Purchases 14 New Holdings 7 Increased Positions 7 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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