Shanker Valleau Wealth Advisors, Inc. Purchases and Sells in Q2 2024

Shanker Valleau Wealth Advisors, Inc.

10 operations

Stock	Shares change	Price Range	Shares Held
ORCL	99K + 80.68%	$113.75 - $144.64 $11.3M - $14.3M	222K $31.3M
VCSH	6.13K + 2.3%	$76.35 - $77.35 $468K - $474K	273K $21.1M
AVRE	18.8K + 6.22%	$38.89 - $42.05 $731K - $790K	321K $13.2M
AAPL	744 + 17.04%	$165.0 - $216.67 $123K - $161K	5.11K $1.08M
BNDX	7.97K + 2.92%	$48.24 - $49.07 $384K - $391K	281K $13.7M
XOM	800 + 27.19%	$108.36 - $122.2 $86.7K - $97.8K	3.74K $430K

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NTRS	4.82K New	$79.56 - $88.44 $383K - $426K	4.82K $404K
NVDA	1.91K New	$118.11 - $1224.4 $226K - $2.34M	1.91K $235K

7 operations

Stock	Shares change	Price Range	Shares Held
DFIV	-3.76K - 1.59%	$35.5 - $38.02 $133K - $143K	233K $8.38M
DFAX	-10.7K - 0.78%	$24.57 - $26.36 $264K - $283K	1.37M $34.9M
DFAC	-24.9K - 1.13%	$30.09 - $32.37 $751K - $807K	2.18M $70.3M
AVDE	-340 - 0.37%	$61.17 - $65.29 $20.8K - $22.2K	92.6K $5.76M
CMF	-1.04K - 14.12%	$56.38 - $57.26 $58.4K - $59.3K	6.3K $358K
DISV	-307 - 0.31%	$26.23 - $28.56 $8.05K - $8.77K	98.5K $2.65M

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