Regimen Wealth, LLC Purchases and Sells in Q3 2024

Regimen Wealth, LLC

$309 Billion
Q3 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	6.55K + 1.81%	$77.02 - $85.06 $504K - $557K	368K $31.1B
HDV	1.82K + 0.69%	$107.62 - $118.76 $196K - $216K	265K $31.2B
FBND	11.5K + 2.15%	$44.65 - $47.21 $514K - $543K	546K $25.5B
COWZ	2.39K + 0.83%	$53.41 - $57.9 $128K - $138K	291K $16.8B
AGG	3.48K + 2.08%	$96.25 - $101.98 $335K - $355K	171K $17.3B
VYMI	965 + 0.62%	$66.31 - $74.08 $64K - $71.5K	158K $11.6B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TIP	2.97K New	$105.92 - $110.83 $314K - $329K	2.97K $328M
MCD	771 New	$245.82 - $304.51 $190K - $235K	771 $235M
AMP	459 New	$391.53 - $469.81 $180K - $216K	459 $216M
VB	902 New	$214.77 - $237.72 $194K - $214K	902 $214M
JQUA	3.74K New	$51.29 - $56.57 $192K - $212K	3.74K $212M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XHLF	-4.41K - 51.88%	N/A	4.09K $206M
IYW	-94 - 1.24%	$133.16 - $158.73 $12.5K - $14.9K	7.47K $1.13B
IEF	-156 - 5.38%	$92.67 - $99.14 $14.5K - $15.5K	2.74K $269M
INDA	-1 - 0.02%	$54.86 - $59.22 $54.9 - $59.2	4.31K $252M
IFRA	-21 - 0.29%	$41.55 - $46.97 $873 - $986	7.14K $335M
IWF	-4 - 0.1%	$332.02 - $382.76 $1.33K - $1.53K	4.08K $1.53B

Activity Summary All Purchases 44 New Holdings 5 Increased Positions 39 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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