Octavia Wealth Advisors, LLC Purchases and Sells in Q3 2024

Octavia Wealth Advisors, LLC

$806 Million
Q3 2024

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	100K + 6.94%	$48.51 - $52.86 $4.85M - $5.29M	1.54M $81.5M
SPYG	110K + 16.05%	$73.38 - $84.1 $8.06M - $9.24M	794K $65.9M
IAGG	128K + 59.53%	$49.77 - $51.95 $6.37M - $6.65M	343K $17.8M
FBND	89.5K + 6.93%	$44.65 - $47.21 $4M - $4.23M	1.38M $64.6M
AGG	46K + 27.54%	$96.25 - $101.98 $4.43M - $4.69M	213K $21.6M
EFV	35.4K + 6.77%	$51.72 - $57.96 $1.83M - $2.05M	558K $32.1M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	3.73K New	$64.9 - $73.35 $242K - $273K	3.73K $270K
BABA	2.2K New	$72.18 - $107.33 $159K - $236K	2.2K $233K
IVW	2.42K New	$84.77 - $97.13 $205K - $235K	2.42K $232K
ULTA	582 New	$320.55 - $412.94 $187K - $240K	582 $226K
NOW	249 New	$730.87 - $937.36 $182K - $233K	249 $222K
USTB	4.34K New	$49.79 - $50.91 $216K - $221K	4.34K $220K

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDW	-65.9K - 95.47%	$67.53 - $70.89 $4.45M - $4.67M	3.13K $220K
AMZN	-2.99K - 2.89%	$161.02 - $200.0 $481K - $597K	100K $18.7M
JPM	-4.1K - 16.7%	$194.9 - $224.8 $800K - $922K	20.5K $4.31M
MSFT	-618 - 2.67%	$395.15 - $467.56 $244K - $289K	22.5K $9.69M
NVDA	-2.09K - 1.29%	$98.91 - $134.91 $207K - $282K	160K $19.5M
PRU	-4.57K - 65.6%	$105.53 - $127.32 $482K - $582K	2.4K $290K

Activity Summary All Purchases 105 New Holdings 16 Increased Positions 89 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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