Tower Wealth Partners, Inc. Purchases and Sells in Q4 2024

Tower Wealth Partners, Inc.

$191 Million
Q4 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	58.6K + 21.95%	$50.62 - $50.97 $2.96M - $2.98M	325K $16.5M
SPYG	15.2K + 8.12%	$81.74 - $91.38 $1.24M - $1.38M	202K $17.7M
VTI	6.82K + 307.21%	$280.04 - $302.45 $1.91M - $2.06M	9.04K $2.62M
FTSL	14.4K + 6.17%	$45.9 - $46.48 $661K - $669K	248K $11.5M
AMZN	253 + 5.43%	$180.88 - $232.93 $45.8K - $58.9K	4.91K $1.08M
CME	752 + 67.93%	$221.17 - $246.02 $166K - $185K	1.86K $431K

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RECS	468K New	$33.61 - $36.42 $15.7M - $17M	468K $16.2M
FBND	66.7K New	$44.87 - $46.86 $2.99M - $3.13M	66.7K $2.99M
SHY	18.4K New	$81.68 - $82.93 $1.5M - $1.53M	18.4K $1.51M
META	539 New	$554.08 - $632.68 $299K - $341K	539 $317K
NVDA	1.66K New	$117.0 - $148.88 $194K - $247K	1.66K $223K
MA	415 New	$491.3 - $536.15 $204K - $223K	415 $218K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIVO	-89.7K - 26.84%	$40.26 - $42.88 $3.61M - $3.85M	244K $9.9M
BUFR	-23.3K - 6.29%	$29.73 - $30.81 $694K - $719K	348K $10.6M
AAPL	-2.37K - 20.69%	$221.69 - $259.02 $526K - $614K	9.09K $2.28M
VSMV	-1.36K - 0.33%	$47.81 - $50.6 $64.8K - $68.6K	403K $19.4M
IEF	-2.66K - 53.13%	$92.08 - $98.18 $244K - $261K	2.34K $216K
IOO	-4.46K - 3.63%	$97.46 - $103.45 $435K - $461K	119K $11.9M

Activity Summary All Purchases 48 New Holdings 11 Increased Positions 37 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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