Swp Financial LLC Purchases and Sells in Q3 2024

Swp Financial LLC

$164 Billion
Q3 2024

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IGSB	84.2K + 61.89%	$51.02 - $52.74 $4.3M - $4.44M	220K $11.6B
IJH	31.8K + 25.84%	$57.32 - $62.65 $1.82M - $1.99M	155K $9.65B
IEFA	4.67K + 3.39%	$70.09 - $78.74 $327K - $367K	142K $11.1B
AAPL	94 + 0.22%	$207.23 - $234.82 $19.5K - $22.1K	42.2K $9.82B
BSV	6.42K + 9.09%	$76.38 - $78.87 $491K - $507K	77.1K $6.06B
VB	23 + 0.22%	$214.77 - $237.72 $4.94K - $5.47K	10.5K $2.5B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	46.1K New	$162.64 - $179.3 $7.5M - $8.27M	46.1K $8.27B
SPHY	222K New	$23.04 - $24.06 $5.12M - $5.35M	222K $5.34B
VWO	4.62K New	$41.9 - $48.26 $193K - $223K	4.62K $221M
TSLA	829 New	$191.76 - $263.26 $159K - $218K	829 $217M
IJJ	1.73K New	$111.9 - $124.28 $193K - $215K	1.73K $214M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USHY	-126K - 95.45%	$36.06 - $37.66 $4.56M - $4.76M	6.03K $227M
VUG	-7.93K - 21.05%	$341.08 - $391.94 $2.7M - $3.11M	29.7K $11.4B
IVV	-6.21K - 17.03%	$520.18 - $576.82 $3.23M - $3.58M	30.2K $17.4B
IUSB	-35.5K - 15.62%	$44.83 - $47.42 $1.59M - $1.68M	192K $9.03B
VTV	-15.1K - 14.99%	$159.75 - $174.57 $2.42M - $2.64M	85.9K $15B
BIV	-13.3K - 11.78%	$74.26 - $78.84 $987K - $1.05M	99.6K $7.8B

Activity Summary All Purchases 21 New Holdings 5 Increased Positions 16 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swp Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swp Financial LLC with notifications on news.