Rise Advisors, LLC Purchases and Sells in Q3 2024

Rise Advisors, LLC

$207 Million
Q3 2024

Top Buys

Incresed Positions

549 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	12K + 8.01%	$159.75 - $174.57 $1.92M - $2.1M	162K $28.3M
DFCF	58.8K + 12.54%	$41.34 - $43.55 $2.43M - $2.56M	527K $22.8M
VUG	3.71K + 5.83%	$341.08 - $391.94 $1.27M - $1.45M	67.3K $25.9M
JMBS	30.2K + 11.16%	$44.13 - $47.01 $1.33M - $1.42M	301K $14.1M
DFAT	11.5K + 7.81%	$51.0 - $57.07 $587K - $657K	159K $8.84M
PYPL	1.22K + 2.6%	$57.22 - $80.08 $69.9K - $97.9K	48.3K $3.77M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	721 New	$106.13 - $108.7 $76.5K - $78.4K	721 $78K
FNLC	1.41K New	$23.4 - $29.42 $33K - $41.5K	1.41K $37K
AMCR	3.09K New	$9.5 - $11.44 $29.4K - $35.4K	3.09K $35K
IGSB	554 New	$51.02 - $52.74 $28.3K - $29.2K	554 $29K
SCHR	411 New	$48.4 - $50.91 $19.9K - $20.9K	411 $20K
SHM	410 New	$47.01 - $48.2 $19.3K - $19.8K	410 $19K

Top Sells

Reduced Positions

150 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISTB	-8.45K - 95.34%	$47.18 - $48.74 $399K - $412K	413 $20K
GOOG	-196 - 2.34%	$149.54 - $192.66 $29.3K - $37.8K	8.19K $1.37M
NVDA	-851 - 3.41%	$98.91 - $134.91 $84.2K - $115K	24.1K $2.93M
AMZN	-295 - 3.0%	$161.02 - $200.0 $47.5K - $59K	9.53K $1.78M
MSFT	-59 - 1.12%	$395.15 - $467.56 $23.3K - $27.6K	5.21K $2.24M
VMBS	-2.31K - 88.54%	$44.9 - $47.55 $104K - $110K	299 $14K

Sold Out

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSK	-6 Closed	$18.74 - $20.43 $112 - $123	0 $0

Activity Summary All Purchases 576 New Holdings 27 Increased Positions 549 All Sells 151 Reductions 150 Sold out 1 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.