Shore Haven Wealth Partners, LLC Purchases and Sells in Q1 2024

Shore Haven Wealth Partners, LLC

27 operations

Stock	Shares change	Price Range	Shares Held
QUAL	22.4K + 70.42%	$144.62 - $165.44 $3.24M - $3.71M	54.2K $8.91M
EMXC	25.3K + 37.82%	$52.7 - $57.65 $1.33M - $1.46M	92.1K $5.3M
TLT	10.9K + 17.39%	$92.18 - $98.72 $1M - $1.07M	73.5K $6.95M
IYW	1.64K + 7.74%	$117.5 - $136.59 $193K - $224K	22.9K $3.09M
EMB	4.94K + 65.34%	$86.49 - $90.08 $427K - $445K	12.5K $1.12M
FLMI	15.2K + 12.19%	$24.08 - $24.53 $367K - $373K	140K $3.44M

4 operations

Stock	Shares change	Price Range	Shares Held
DYNF	154K New	$38.54 - $44.62 $5.92M - $6.85M	154K $6.82M
HEFA	45.2K New	$31.29 - $34.9 $1.42M - $1.58M	45.2K $1.58M
ICVT	3.25K New	$76.72 - $80.06 $249K - $260K	3.25K $259K
BLACKROCK ETF TRUST II	74.9K New	N/A	74.9K $0

41 operations

Stock	Shares change	Price Range	Shares Held
AVEM	-35.9K - 73.39%	$53.02 - $58.54 $1.9M - $2.1M	13K $754K
XLG	-53.1K - 51.81%	$37.01 - $42.29 $1.96M - $2.24M	49.4K $2.08M
DNL	-39.8K - 25.84%	$35.41 - $39.06 $1.41M - $1.55M	114K $4.44M
EFV	-20K - 20.39%	$50.46 - $54.5 $1.01M - $1.09M	77.9K $4.24M
USMV	-8.25K - 42.47%	$77.86 - $83.58 $642K - $690K	11.2K $934K
QLTA	-10.2K - 28.46%	$46.83 - $48.13 $479K - $492K	25.7K $1.22M

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