Revolve Wealth Partners, LLC Purchases and Sells in Q3 2024

Revolve Wealth Partners, LLC

$626 Million
Q3 2024

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	10.2K + 1.96%	$70.09 - $78.74 $717K - $805K	532K $41.5M
AAPL	5.12K + 8.66%	$207.23 - $234.82 $1.06M - $1.2M	64.2K $14.9M
HYMB	61.3K + 6.22%	$25.38 - $26.27 $1.56M - $1.61M	1.05M $27.5M
TFI	40.4K + 10.87%	$45.6 - $46.83 $1.84M - $1.89M	411K $19.3M
IVAL	47.6K + 4.03%	$22.58 - $26.27 $1.08M - $1.25M	1.23M $31.7M
SCHZ	29.4K + 9.38%	$45.2 - $47.87 $1.33M - $1.41M	343K $16.3M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHR	1.95K New	$239.25 - $280.76 $466K - $546K	1.95K $540K
OKE	5.62K New	$78.62 - $95.27 $442K - $536K	5.62K $512K
IDXX	927 New	$455.08 - $517.19 $422K - $479K	927 $468K
MTD	281 New	$1308.0 - $1521.03 $368K - $427K	281 $421K
AMP	790 New	$391.53 - $469.81 $309K - $371K	790 $371K
PODD	1.58K New	$180.69 - $239.01 $285K - $377K	1.58K $367K

Top Sells

Reduced Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-17.7K - 42.33%	$161.02 - $200.0 $2.84M - $3.53M	24.1K $4.48M
SCHX	-22.3K - 13.12%	$61.11 - $67.85 $1.36M - $1.51M	148K $10M
SPMD	-12.7K - 53.6%	$50.29 - $54.92 $638K - $697K	11K $600K
IXUS	-8.98K - 24.08%	$64.9 - $73.35 $583K - $658K	28.3K $2.06M
UBER	-5.98K - 38.8%	$58.48 - $77.47 $350K - $463K	9.43K $709K
NVDA	-2.01K - 2.61%	$98.91 - $134.91 $199K - $272K	75.2K $9.13M

Activity Summary All Purchases 113 New Holdings 24 Increased Positions 89 All Sells 63 Reductions 63 Sold out 0 Calls 0 Puts 0

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