Sc&H Financial Advisors, Inc. Purchases and Sells in Q1 2024

Sc&H Financial Advisors, Inc.

$379 Million
Q1 2024

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	120K + 7.48%	$28.62 - $31.95 $3.43M - $3.83M	1.72M $55M
AVUS	34.4K + 7.29%	$79.93 - $89.5 $2.75M - $3.08M	507K $45.4M
DFAU	33.1K + 5.45%	$32.59 - $36.54 $1.08M - $1.21M	641K $23.4M
DFUS	17.9K + 7.56%	$50.79 - $56.98 $908K - $1.02M	255K $14.5M
DFIC	48.1K + 9.27%	$24.62 - $26.83 $1.18M - $1.29M	567K $15.2M
AVDE	14.3K + 5.14%	$58.3 - $63.83 $834K - $913K	293K $18.7M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CEG	1.5K New	$111.41 - $187.26 $167K - $281K	1.5K $277K
TROW	1.78K New	$104.74 - $121.92 $186K - $217K	1.78K $216K
XLC	2.64K New	$71.74 - $81.82 $189K - $216K	2.64K $215K
VOO	446 New	$429.43 - $481.35 $192K - $215K	446 $214K
IYY	1.64K New	$114.26 - $128.09 $187K - $210K	1.64K $209K
AIZ	1.11K New	$163.3 - $188.24 $181K - $209K	1.11K $208K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	-4.87K - 16.25%	$76.34 - $77.25 $372K - $376K	25.1K $1.92M
AGG	-1.24K - 7.16%	$96.75 - $99.37 $120K - $123K	16.1K $1.57M
VTV	-1.08K - 24.51%	$147.46 - $162.86 $159K - $176K	3.32K $540K
PAYX	-1.22K - 12.27%	$116.84 - $124.71 $143K - $152K	8.72K $1.07M
XEL	-795 - 9.19%	$48.44 - $63.73 $38.5K - $50.7K	7.85K $422K
MCD	-223 - 10.2%	$278.58 - $300.53 $62.1K - $67K	1.96K $553K

Activity Summary All Purchases 72 New Holdings 9 Increased Positions 63 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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