Sonoma Private Wealth LLC Purchases and Sells in Q2 2024

Sonoma Private Wealth LLC

  • $61.6 Billion
  • Q2 2024

Top Buys

Incresed Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
19.5K
+ 1054.88%
$118.11 - $1224.4 $2.3M - $23.8M
21.3K $2.63B
1.92K
+ 32.29%
$50.97 - $55.8 $98.1K - $107K
7.88K $440M
63
+ 1.87%
$150.53 - $185.41 $9.48K - $11.7K
3.43K $625M
398
+ 9.92%
$154.56 - $173.19 $61.5K - $68.9K
4.41K $753M
37
+ 0.72%
$173.67 - $197.85 $6.43K - $7.32K
5.19K $1B
1.42K
+ 17.67%
$47.85 - $49.0 $67.7K - $69.3K
9.42K $460M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
CALAMOS ETF TR
15.6K
New
N/A
15.6K $421M
1.47K
New
$173.33 - $185.29 $255K - $272K
1.47K $268M
453
New
$414.65 - $485.21 $188K - $220K
453 $217M
9.43K
New
$20.52 - $23.43 $194K - $221K
9.43K $208M
10.2K
New
$4.13 - $4.78 $42.2K - $48.9K
10.2K $43.1M

Top Sells

Reduced Positions

46 operations
Stock Shares change Price Range Shares Held Trade History
-6.77K
- 57.7%
$58.7 - $64.78 $397K - $439K
4.96K $319M
-3.78K
- 52.94%
$75.81 - $80.15 $287K - $303K
3.36K $261M
-6.38K
- 11.32%
$38.1 - $41.42 $243K - $264K
50K $2.01B
-5.36K
- 39.65%
$40.83 - $44.89 $219K - $240K
8.15K $357M
-3.77K
- 30.6%
$45.47 - $46.38 $171K - $175K
8.54K $393M
-69
- 2.39%
$193.58 - $246.99 $13.4K - $17K
2.82K $578M
View all
Activity Summary
Buys All Purchases 26 New Holdings 5 Increased Positions 21 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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