Nova R Wealth, Inc. Purchases and Sells in Q3 2024

Nova R Wealth, Inc.

$194 Million
Q3 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	2.69K + 0.79%	$57.8 - $60.8 $155K - $163K	343K $20.7M
AAPL	595 + 1.78%	$207.23 - $234.82 $123K - $140K	34.1K $7.94M
WMT	5.99K + 38.46%	$66.91 - $81.4 $401K - $488K	21.6K $1.74M
AVLV	304 + 0.18%	$60.05 - $65.83 $18.3K - $20K	170K $11.2M
LRGF	282 + 0.28%	$52.89 - $58.77 $14.9K - $16.6K	99.9K $5.87M
APH	3.38K + 21.03%	$58.39 - $70.41 $197K - $238K	19.4K $1.27M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	582 New	$316.8 - $391.12 $184K - $228K	582 $227K
DFAT	3.86K New	$51.0 - $57.07 $197K - $220K	3.86K $214K
CL	1.99K New	$95.54 - $108.77 $190K - $217K	1.99K $206K
PEP	1.18K New	$161.9 - $179.3 $192K - $212K	1.18K $201K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STM	-121 - 0.3%	$27.83 - $42.72 $3.37K - $5.17K	40.7K $1.21M
NXPI	-13 - 0.13%	$225.14 - $290.78 $2.93K - $3.78K	10K $2.41M
MSFT	-79 - 1.4%	$395.15 - $467.56 $31.2K - $36.9K	5.58K $2.4M
SCHX	-3.83K - 9.28%	$61.11 - $67.85 $234K - $260K	37.4K $2.54M
SCHW	-964 - 19.67%	$61.74 - $76.08 $59.5K - $73.3K	3.94K $255K
BMEZ	-1.92K - 11.84%	$15.19 - $16.12 $29.1K - $30.9K	14.3K $226K

Activity Summary All Purchases 39 New Holdings 4 Increased Positions 35 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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