Tci Wealth Advisors, Inc. Purchases and Sells in Q3 2024

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Top Buys

Incresed Positions

115 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAS	96K + 4.25%	$59.25 - $65.33 $5.69M - $6.27M	2.35M $153M
DFUS	47.8K + 2.06%	$56.04 - $62.2 $2.68M - $2.97M	2.36M $147M
DFAC	143K + 7.99%	$31.05 - $34.29 $4.43M - $4.9M	1.93M $66.2M
DFUV	69.8K + 3.21%	$38.51 - $41.69 $2.69M - $2.91M	2.24M $93.5M
DFAE	246K + 37.83%	$24.46 - $27.82 $6.02M - $6.85M	897K $24.6M
AVUV	28.5K + 3.7%	$88.24 - $99.7 $2.51M - $2.84M	798K $76.5M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNK	3.25K New	$93.65 - $97.81 $304K - $318K	3.25K $317K
SCHD	3.33K New	$77.02 - $85.06 $257K - $284K	3.33K $281K
RSP	1.39K New	$162.83 - $179.16 $226K - $248K	1.39K $248K
CEG	947 New	$167.08 - $262.86 $158K - $249K	947 $246K
AON	694 New	$293.16 - $351.06 $203K - $244K	694 $240K
SRE	2.86K New	$74.97 - $84.04 $214K - $240K	2.86K $238K

Top Sells

Reduced Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WWD	-5.79K - 30.61%	$151.73 - $187.23 $879K - $1.08M	13.1K $2.25M
ABT	-7.8K - 40.62%	$100.07 - $118.13 $780K - $921K	11.4K $1.3M
CLX	-7.6K - 35.93%	$131.73 - $166.97 $1M - $1.27M	13.6K $2.21M
TFLO	-6.82K - 31.42%	$50.42 - $50.66 $344K - $345K	14.9K $753K
INTC	-4.11K - 16.58%	$18.9 - $34.87 $77.7K - $143K	20.7K $484K
ZS	-500 - 11.26%	$155.9 - $204.47 $78K - $102K	3.94K $673K

Activity Summary All Purchases 142 New Holdings 27 Increased Positions 115 All Sells 81 Reductions 81 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.