Phoenix Wealth Advisors Purchases and Sells in Q3 2024

Phoenix Wealth Advisors

$215 Million
Q3 2024

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	540K + 1244.76%	$50.25 - $50.74 $27.1M - $27.4M	584K $29.6M
UNH	3.79K + 777.46%	$488.01 - $604.18 $1.85M - $2.29M	4.28K $2.5M
SPYV	8.28K + 11.01%	$48.51 - $52.86 $402K - $438K	83.5K $4.42M
VEA	7.5K + 8.47%	$47.6 - $53.31 $357K - $400K	96K $5.07M
GOVT	18.9K + 10.39%	$22.38 - $23.66 $423K - $447K	201K $4.71M
VTWV	1.78K + 10.5%	$132.06 - $150.96 $235K - $269K	18.8K $2.76M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMST	184K New	$50.61 - $50.96 $9.33M - $9.39M	184K $9.39M
FIS	31.8K New	$72.8 - $85.04 $2.31M - $2.7M	31.8K $2.66M
ADI	10.4K New	$200.56 - $243.33 $2.08M - $2.52M	10.4K $2.39M
EBAY	3.55K New	$52.61 - $65.44 $187K - $232K	3.55K $231K
EVRG	3.5K New	$52.46 - $62.01 $184K - $217K	3.5K $217K
PULS	4.2K New	$49.47 - $49.8 $208K - $209K	4.2K $208K

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-53.4K - 63.55%	$207.23 - $234.82 $11.1M - $12.5M	30.7K $7.14M
DIVO	-196K - 50.64%	$37.98 - $41.19 $7.43M - $8.06M	191K $7.85M
HDV	-59.4K - 96.37%	$107.62 - $118.76 $6.4M - $7.06M	2.24K $262K
BRK-B	-11.5K - 55.55%	$405.19 - $478.57 $4.66M - $5.51M	9.21K $4.24M
CSCO	-51.8K - 77.21%	$44.74 - $53.22 $2.32M - $2.75M	15.3K $812K
MSFT	-408 - 1.88%	$395.15 - $467.56 $161K - $191K	21.3K $9.15M

Activity Summary All Purchases 43 New Holdings 7 Increased Positions 36 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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