Stone Point Wealth LLC Purchases and Sells in Q3 2024

Stone Point Wealth LLC

$305 Million
Q3 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	2.51K + 2.75%	$159.75 - $174.57 $402K - $439K	93.8K $16.4M
VCIT	16K + 19.62%	$79.29 - $84.02 $1.27M - $1.35M	97.7K $8.18M
VCSH	12.1K + 11.86%	$76.94 - $79.54 $928K - $960K	114K $9.04M
SPYV	3.23K + 1.6%	$48.51 - $52.86 $157K - $171K	205K $10.9M
BSV	10.3K + 15.5%	$76.38 - $78.87 $787K - $812K	76.7K $6.04M
DFAC	18.9K + 17.96%	$31.05 - $34.29 $586K - $647K	124K $4.25M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	62.5K New	$88.24 - $99.7 $5.51M - $6.23M	62.5K $5.99M
AVDV	58K New	$62.52 - $71.12 $3.63M - $4.13M	58K $4.1M
AVEM	31.1K New	$57.2 - $65.59 $1.78M - $2.04M	31.1K $2.01M
IAU	4.14K New	$44.06 - $50.5 $182K - $209K	4.14K $205K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLAP	-1.56M - 27.19%	$0.24 - $0.92 $374K - $1.43M	4.17M $1.04M
MSFT	-99 - 0.16%	$395.15 - $467.56 $39.1K - $46.3K	62K $26.7M
QCOM	-106 - 0.43%	$156.12 - $209.64 $16.5K - $22.2K	24.4K $4.16M
GOOG	-412 - 1.01%	$149.54 - $192.66 $61.6K - $79.4K	40.5K $6.76M
DIS	-1.2K - 6.88%	$85.6 - $98.61 $103K - $118K	16.2K $1.56M
APH	-620 - 1.27%	$58.39 - $70.41 $36.2K - $43.7K	48.3K $3.15M

Activity Summary All Purchases 51 New Holdings 4 Increased Positions 47 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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