Sharp Financial Services, LLC Purchases and Sells in Q4 2024

Sharp Financial Services, LLC

$132 Billion
Q4 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	51.1K + 48.85%	$57.78 - $60.4 $2.95M - $3.09M	156K $9.03B
IYY	4.86K + 3.66%	$138.14 - $149.13 $672K - $725K	138K $19.7B
IVV	1.19K + 100.42%	$570.51 - $610.59 $679K - $727K	2.38K $1.4B
AGG	10.2K + 11.2%	$96.64 - $101.23 $987K - $1.03M	101K $9.83B
IYF	1.13K + 2.32%	$102.7 - $119.05 $116K - $135K	49.8K $5.51B
GOOGL	290 + 5.98%	$161.86 - $196.66 $46.9K - $57K	5.14K $973M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYZ	194K New	$25.22 - $28.15 $4.89M - $5.46M	194K $5.2B
XLY	20.2K New	$194.8 - $239.43 $3.93M - $4.83M	20.2K $4.53B
DIA	10.4K New	$417.69 - $450.94 $4.35M - $4.69M	10.4K $4.43B
IVE	22.3K New	$189.5 - $206.17 $4.23M - $4.6M	22.3K $4.26B
IWM	1.79K New	$216.13 - $242.4 $388K - $435K	1.79K $396M
MSM	4.45K New	$73.09 - $90.18 $325K - $401K	4.45K $332M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-9.6K - 92.95%	$481.22 - $538.17 $4.62M - $5.17M	728 $372M
NVO	-2.68K - 47.98%	$85.0 - $120.04 $227K - $321K	2.9K $249M
RIO	-3.56K - 37.63%	$58.59 - $71.15 $209K - $253K	5.9K $347M
CNQ	-8.06K - 29.74%	$29.51 - $37.6 $238K - $303K	19K $588M
PSX	-1.65K - 34.58%	$110.35 - $138.93 $182K - $229K	3.12K $356M
PFE	-6.7K - 33.5%	$24.8 - $30.19 $166K - $202K	13.3K $353M

Activity Summary All Purchases 48 New Holdings 10 Increased Positions 38 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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