Surience Private Wealth LLC Purchases and Sells in Q3 2024

Surience Private Wealth LLC

$97.3 Million
Q3 2024

Top Buys

Incresed Positions

3 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	14.7K + 132.66%	$434.77 - $502.96 $6.37M - $7.37M	25.7K $12.5M
IWM	24.2K + 92.69%	$200.87 - $224.6 $4.87M - $5.44M	50.4K $11.1M
PSLV	39.9K + 23.07%	$9.17 - $10.84 $366K - $433K	213K $2.23M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	55.7K New	$197.34 - $237.68 $11M - $13.2M	55.7K $12.6M
SPY	21.4K New	$517.38 - $573.86 $11.1M - $12.3M	21.4K $12.3M
PYPL	54.2K New	$57.22 - $80.08 $3.1M - $4.34M	54.2K $4.23M
AVGO	24.2K New	$136.27 - $1745.86 $3.29M - $42.2M	24.2K $4.17M
PLTR	110K New	$24.09 - $37.95 $2.65M - $4.17M	110K $4.09M
SHW	10.6K New	$294.65 - $384.0 $3.14M - $4.09M	10.6K $4.06M

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-20.3K - 92.87%	$149.54 - $192.66 $3.04M - $3.91M	1.56K $260K
NVO	-25.9K - 92.67%	$119.07 - $145.42 $3.09M - $3.77M	2.05K $244K
LQD	-10.9K - 27.82%	$106.11 - $113.72 $1.15M - $1.24M	28.2K $3.19M
PHYS	-46.7K - 29.68%	$18.12 - $20.72 $846K - $967K	111K $2.26M

Activity Summary All Purchases 18 New Holdings 15 Increased Positions 3 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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