Rmr Wealth Builders Purchases and Sells in Q3 2024

Rmr Wealth Builders

$939 Million
Q3 2024

Top Buys

Incresed Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	25.2K + 6.14%	$159.75 - $174.57 $4.02M - $4.39M	435K $75.9M
VOO	7.09K + 4.93%	$475.2 - $527.7 $3.37M - $3.74M	151K $79.6M
IJH	34.2K + 3.08%	$57.32 - $62.65 $1.96M - $2.14M	1.14M $71.3M
VUG	7.89K + 3.95%	$341.08 - $391.94 $2.69M - $3.09M	208K $79.7M
VCSH	50.5K + 12.41%	$76.94 - $79.54 $3.88M - $4.01M	457K $36.3M
IEFA	14.3K + 3.02%	$70.09 - $78.74 $1M - $1.13M	488K $38.1M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	11.8K New	$99.69 - $139.42 $1.17M - $1.64M	11.8K $1.61M
SPLG	17.7K New	$60.84 - $67.51 $1.08M - $1.19M	17.7K $1.19M
SCHX	9.38K New	$61.11 - $67.85 $573K - $637K	9.38K $636K
SCHM	5.34K New	$75.47 - $83.18 $403K - $444K	5.34K $443K
IAI	3.39K New	$115.73 - $128.74 $392K - $436K	3.39K $435K
SPDW	10.9K New	$33.74 - $37.96 $368K - $414K	10.9K $409K

Top Sells

Reduced Positions

99 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-5.06K - 1.92%	$98.91 - $134.91 $500K - $682K	258K $31.3M
GOOGL	-1.12K - 4.79%	$148.65 - $191.18 $166K - $214K	22.2K $3.68M
XLI	-3.68K - 56.02%	$120.56 - $135.44 $444K - $499K	2.89K $391K
ASML	-10 - 0.47%	$749.82 - $1098.95 $7.5K - $11K	2.1K $1.75M
QCOM	-573 - 6.31%	$156.12 - $209.64 $89.5K - $120K	8.51K $1.45M
XLC	-3.85K - 60.25%	$82.16 - $90.4 $316K - $348K	2.54K $229K

Activity Summary All Purchases 128 New Holdings 24 Increased Positions 104 All Sells 99 Reductions 99 Sold out 0 Calls 0 Puts 0

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