Optimist Retirement Group LLC Purchases and Sells in Q3 2024

Optimist Retirement Group LLC

$222 Billion
Q3 2024

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	10.6K + 187.67%	$395.15 - $467.56 $4.18M - $4.95M	16.2K $6.98B
SLYV	2.47K + 1.96%	$77.23 - $87.97 $190K - $217K	129K $11.2B
SLYG	2.72K + 2.21%	$85.03 - $94.56 $231K - $257K	126K $11.7B
SPYV	1.62K + 0.73%	$48.51 - $52.86 $78.5K - $85.6K	224K $11.9B
SPEM	7.49K + 5.15%	$36.02 - $41.68 $270K - $312K	153K $6.31B
DEO	3.19K + 23.67%	$120.02 - $140.77 $383K - $449K	16.7K $2.34B

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	48K New	$161.02 - $200.0 $7.73M - $9.6M	48K $8.94B
BMY	43.6K New	$39.66 - $51.75 $1.73M - $2.26M	43.6K $2.26B
OGN	103K New	$18.65 - $23.03 $1.92M - $2.38M	103K $1.97B
AAPL	5.54K New	$207.23 - $234.82 $1.15M - $1.3M	5.54K $1.29B
BMAY	13.1K New	$36.7 - $39.46 $482K - $518K	13.1K $518M
INNOVATOR ETFS TRUST	10.5K New	N/A	10.5K $509M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCAR	-138 - 0.04%	$91.64 - $109.98 $12.6K - $15.2K	378K $37.3B
PANW	-120 - 14.74%	$294.18 - $368.01 $35.3K - $44.2K	694 $237M
AMGN	-112 - 13.51%	$309.38 - $337.38 $34.7K - $37.8K	717 $231M
BBY	-775 - 22.23%	$80.23 - $103.29 $62.2K - $80K	2.71K $280M
GDDY	-251 - 14.05%	$141.41 - $167.41 $35.5K - $42K	1.54K $241M
LNTH	-858 - 28.55%	$77.7 - $123.62 $66.7K - $106K	2.15K $236M

Activity Summary All Purchases 80 New Holdings 23 Increased Positions 57 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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