Simplicity Wealth,Llc Purchases and Sells in Q3 2024

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	562K + 837.27%	$86.27 - $95.15 $48.5M - $53.5M	629K $59.9M
AVIG	753K + 874.68%	$40.41 - $42.73 $30.4M - $32.2M	839K $35.6M
AVDE	337K + 1002.28%	$60.09 - $67.67 $20.2M - $22.8M	370K $24.8M
AVSF	422K + 765.53%	$45.96 - $47.18 $19.4M - $19.9M	477K $22.5M
AVEM	143K + 892.18%	$57.2 - $65.59 $8.21M - $9.41M	160K $10.3M
AVUV	77.9K + 766.43%	$88.24 - $99.7 $6.88M - $7.77M	88.1K $8.45M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRIG	38.9K New	$25.05 - $25.21 $974K - $981K	38.9K $975K
FALN	27.8K New	$26.01 - $27.41 $724K - $763K	27.8K $761K
BWX	20.1K New	$21.34 - $23.47 $428K - $471K	20.1K $468K
VSTO	11.1K New	$36.41 - $40.8 $406K - $455K	11.1K $436K
REET	16K New	$23.07 - $27.17 $369K - $434K	16K $426K
MBSD	17.3K New	$20.12 - $21.11 $349K - $366K	17.3K $363K

Top Sells

Reduced Positions

360 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-587K - 91.1%	$207.23 - $234.82 $122M - $138M	57.4K $13.4M
MSFT	-218K - 85.08%	$395.15 - $467.56 $86.1M - $102M	38.2K $16.4M
VTV	-564K - 99.03%	$159.75 - $174.57 $90M - $98.4M	5.53K $964K
VO	-371K - 98.33%	$237.84 - $263.83 $88.3M - $98M	6.3K $1.66M
SPY	-157K - 90.69%	$517.38 - $573.86 $81.3M - $90.2M	16.1K $9.26M
PHYS	-3.77M - 98.67%	$18.12 - $20.72 $68.3M - $78.1M	50.7K $1.03M

Activity Summary All Purchases 120 New Holdings 29 Increased Positions 91 All Sells 360 Reductions 360 Sold out 0 Calls 0 Puts 0

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