Sound Stewardship, LLC Purchases and Sells in Q3 2024

Sound Stewardship, LLC

$178 Billion
Q3 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	18.9K + 5.79%	$71.45 - $75.64 $1.35M - $1.43M	346K $26B
FNDB	2.15K + 1.1%	$64.17 - $70.37 $138K - $151K	198K $13.9B
FNDA	5.82K + 4.43%	$54.26 - $60.01 $316K - $349K	137K $8.17B
SCZ	2.51K + 2.11%	$60.13 - $68.17 $151K - $171K	122K $8.25B
IVV	213 + 1.12%	$520.18 - $576.82 $111K - $123K	19.2K $11.1B
BSCR	26K + 8.2%	$19.2 - $19.82 $499K - $515K	343K $6.76B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHP	5.12K New	$51.58 - $53.79 $264K - $275K	5.12K $275M
TMO	346 New	$531.86 - $624.21 $184K - $216K	346 $214M
NUEM	6.76K New	$26.13 - $31.72 $177K - $215K	6.76K $210M
BSCS	10.1K New	$19.92 - $20.67 $200K - $208K	10.1K $207M
NUMG	4.55K New	$39.43 - $44.82 $179K - $204K	4.55K $204M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-75 - 3.32%	$395.15 - $467.56 $29.6K - $35.1K	2.19K $940M
BSCO	-2.41K - 0.77%	$21.05 - $21.17 $50.7K - $51K	309K $6.52B
NVDA	-149 - 5.73%	$98.91 - $134.91 $14.7K - $20.1K	2.45K $298M
PCY	-1.91K - 16.26%	$19.88 - $21.63 $37.9K - $41.2K	9.81K $211M
BSJO	-659 - 1.38%	$22.61 - $22.79 $14.9K - $15K	47.3K $1.07B
EWX	-724 - 10.65%	$54.3 - $62.38 $39.3K - $45.2K	6.08K $379M

Activity Summary All Purchases 29 New Holdings 5 Increased Positions 24 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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