Wayfinding Financial, LLC Purchases and Sells in Q4 2024

Wayfinding Financial, LLC

$187 Million
Q4 2024

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBUS	4.1K + 10.17%	$102.46 - $110.17 $420K - $451K	44.4K $4.7M
FPEI	29.4K + 23.58%	$18.62 - $19.05 $548K - $560K	154K $2.88M
AGG	6.02K + 12.23%	$96.64 - $101.23 $582K - $609K	55.2K $5.35M
MUB	2.48K + 11.94%	$105.78 - $108.7 $262K - $269K	23.2K $2.47M
WMT	366 + 3.23%	$79.1 - $95.7 $29K - $35K	11.7K $1.06M
JAVA	2.32K + 15.38%	$63.01 - $68.55 $146K - $159K	17.4K $1.1M

New Holdings

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LQD	69.5K New	$106.56 - $113.11 $7.4M - $7.86M	69.5K $7.42M
TLT	53.4K New	$87.1 - $98.49 $4.65M - $5.26M	53.4K $4.67M
COST	4.55K New	$873.59 - $994.69 $3.97M - $4.52M	4.55K $4.16M
FISV	8.83K New	N/A	8.83K $1.81M
AMZN	8.18K New	$180.88 - $232.93 $1.48M - $1.91M	8.18K $1.79M
META	2.64K New	$554.08 - $632.68 $1.46M - $1.67M	2.64K $1.54M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPIB	-113K - 27.73%	$32.65 - $33.68 $3.7M - $3.81M	295K $9.66M
MBB	-32.7K - 92.7%	$91.26 - $95.82 $2.98M - $3.13M	2.57K $235K
VXUS	-477 - 0.57%	$58.88 - $64.8 $28.1K - $30.9K	83.5K $4.92M
XLU	-3.83K - 10.0%	$74.89 - $82.93 $287K - $318K	34.5K $2.61M
IVV	-1.15K - 5.94%	$570.51 - $610.59 $657K - $703K	18.2K $10.7M
MSFT	-28 - 0.06%	$406.35 - $454.46 $11.4K - $12.7K	49.5K $20.8M

Activity Summary All Purchases 116 New Holdings 104 Increased Positions 12 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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