Retirement Solution Inc. Purchases and Sells in Q3 2024

Retirement Solution Inc.

$171 Million
Q3 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	20.5K + 165.35%	$207.23 - $234.82 $4.24M - $4.81M	32.8K $7.65M
MSFT	9.83K + 33.11%	$395.15 - $467.56 $3.88M - $4.59M	39.5K $17M
DFUS	4.26K + 0.87%	$56.04 - $62.2 $239K - $265K	495K $30.8M
COST	1.86K + 406.78%	$801.83 - $917.05 $1.49M - $1.7M	2.32K $2.05M
DFAC	23.3K + 6.28%	$31.05 - $34.29 $724K - $800K	395K $13.5M
SBUX	12.7K + 142.4%	$72.51 - $98.6 $923K - $1.26M	21.7K $2.11M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	3 New	$610460.0 - $715910.0 $1.83M - $2.15M	3 $2.07M
BRK-B	4.45K New	$405.19 - $478.57 $1.8M - $2.13M	4.45K $2.05M
AMGN	3.91K New	$309.38 - $337.38 $1.21M - $1.32M	3.91K $1.26M
DIA	1.75K New	$386.81 - $423.12 $678K - $742K	1.75K $742K
VOO	1.35K New	$475.2 - $527.7 $640K - $710K	1.35K $710K
TMUS	3.39K New	$175.14 - $206.36 $594K - $700K	3.39K $700K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	-16.9K - 12.89%	$35.8 - $39.69 $606K - $672K	114K $4.54M
QQQ	-600 - 5.49%	$434.77 - $502.96 $261K - $302K	10.3K $5.04M
NVDA	-1.51K - 37.3%	$98.91 - $134.91 $149K - $204K	2.54K $308K
MU	-61 - 1.31%	$86.27 - $136.82 $5.26K - $8.35K	4.6K $476K
DFSE	-3.01K - 1.41%	N/A	211K $0
DFSI	-7.08K - 1.72%	N/A	405K $0

Activity Summary All Purchases 42 New Holdings 22 Increased Positions 20 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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