Spire Wealth Management Purchases and Sells in Q3 2024

Spire Wealth Management

$2.95 Billion
Q3 2024

Top Buys

Incresed Positions

692 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	508K + 33.54%	$50.25 - $50.74 $25.5M - $25.8M	2.02M $103M
VGSH	360K + 119.5%	$57.74 - $59.13 $20.8M - $21.3M	661K $39M
AAPL	32.4K + 6.52%	$207.23 - $234.82 $6.72M - $7.62M	530K $123M
TDG	5.31K + 2380.72%	$1202.03 - $1427.41 $6.38M - $7.58M	5.53K $7.9M
ISRG	14K + 324.81%	$416.14 - $494.01 $5.83M - $6.92M	18.3K $9M
NFLX	9.21K + 83.0%	$598.55 - $722.26 $5.51M - $6.65M	20.3K $14.4M

New Holdings

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VERX	31.1K New	$34.62 - $40.01 $1.08M - $1.24M	31.1K $1.2M
PSN	10.2K New	$76.52 - $103.68 $782K - $1.06M	10.2K $1.06M
LRN	7.67K New	$66.21 - $85.31 $508K - $654K	7.67K $654K
POWL	2.27K New	$130.27 - $221.99 $295K - $503K	2.27K $502K
YOU	9.13K New	$18.66 - $33.15 $170K - $303K	9.13K $302K
IDR	15.8K New	$9.58 - $16.07 $151K - $254K	15.8K $253K

Top Sells

Reduced Positions

768 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-12.2K - 6.5%	$395.15 - $467.56 $4.8M - $5.69M	175K $75.3M
VGT	-16K - 11.51%	$514.43 - $606.85 $8.22M - $9.7M	123K $72M
BKLN	-251K - 64.55%	$20.69 - $21.17 $5.19M - $5.31M	138K $2.9M
DRI	-31.2K - 96.74%	$138.06 - $172.74 $4.31M - $5.39M	1.05K $172K
ACN	-16.7K - 66.21%	$295.44 - $355.81 $4.93M - $5.94M	8.52K $3.01M
ATKR	-33.2K - 99.01%	$82.81 - $152.57 $2.75M - $5.06M	331 $28K

Activity Summary All Purchases 790 New Holdings 98 Increased Positions 692 All Sells 768 Reductions 768 Sold out 0 Calls 0 Puts 0

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