Us Financial Advisors, LLC Purchases and Sells in Q3 2024

Us Financial Advisors, LLC

$320 Million
Q3 2024

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWB	2.63K + 1.96%	$283.28 - $314.39 $746K - $828K	137K $43M
IVV	1.11K + 2.08%	$520.18 - $576.82 $576K - $639K	54.3K $31.3M
IWD	4.26K + 7.04%	$173.36 - $189.8 $738K - $808K	64.8K $12.3M
USFR	32.1K + 58.9%	$50.2 - $50.48 $1.61M - $1.62M	86.5K $4.34M
VO	1.19K + 2.4%	$237.84 - $263.83 $284K - $315K	51K $13.5M
EFA	3.5K + 1.68%	$75.32 - $84.37 $264K - $296K	212K $17.7M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OTIS	2.05K New	$91.43 - $104.43 $188K - $214K	2.05K $213K
IBM	926 New	$175.1 - $223.38 $162K - $207K	926 $204K
XLK	902 New	$197.34 - $237.68 $178K - $214K	902 $203K
VV	773 New	$236.92 - $263.4 $183K - $204K	773 $203K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VLUE	-4.58K - 54.15%	$99.14 - $109.18 $454K - $500K	3.88K $422K
FLOT	-4.44K - 5.14%	$50.63 - $51.11 $225K - $227K	81.8K $4.17M
ESGV	-2.84K - 17.6%	$91.37 - $101.65 $259K - $288K	13.3K $1.35M
XVV	-6.28K - 17.19%	$39.71 - $44.22 $249K - $278K	30.3K $1.34M
EFIV	-4.9K - 16.93%	$50.43 - $55.76 $247K - $273K	24.1K $1.34M
KRMA	-3.73K - 11.41%	$35.21 - $39.14 $131K - $146K	29K $1.13M

Activity Summary All Purchases 44 New Holdings 4 Increased Positions 40 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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