Wbh Advisory Inc Purchases and Sells in Q3 2024

Wbh Advisory Inc

$1.05 Billion
Q3 2024

Top Buys

Incresed Positions

102 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	5.87K + 3.65%	$255.18 - $283.2 $1.5M - $1.66M	167K $47.3M
XLF	66.3K + 24.56%	$40.84 - $45.74 $2.71M - $3.03M	336K $15.2M
SCHB	19.1K + 3.0%	$59.93 - $66.52 $1.15M - $1.27M	657K $43.7M
MBB	29.4K + 45.73%	$90.85 - $96.66 $2.67M - $2.84M	93.6K $8.97M
DGRO	43.8K + 111.92%	$57.47 - $62.76 $2.52M - $2.75M	83K $5.2M
FBND	43.1K + 9.72%	$44.65 - $47.21 $1.93M - $2.04M	487K $22.8M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XBI	3.1K New	$90.87 - $102.43 $282K - $318K	3.1K $306K
DMXF	3.59K New	$64.83 - $72.82 $233K - $261K	3.59K $258K
MAS	3.07K New	$64.7 - $83.94 $199K - $258K	3.07K $258K
SWK	2.32K New	$77.75 - $110.17 $180K - $256K	2.32K $255K
ADBE	486 New	$508.13 - $586.55 $247K - $285K	486 $251K
YUMC	5.32K New	$29.24 - $45.37 $156K - $242K	5.32K $239K

Top Sells

Reduced Positions

167 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPGP	-38.5K - 75.18%	$96.3 - $106.49 $3.71M - $4.1M	12.7K $1.33M
VOOV	-8.63K - 20.72%	$175.0 - $190.72 $1.51M - $1.65M	33K $6.3M
EWJ	-14.9K - 78.24%	$63.12 - $72.99 $940K - $1.09M	4.14K $296K
MSFT	-401 - 1.07%	$395.15 - $467.56 $158K - $187K	37K $15.9M
LLY	-574 - 5.87%	$772.14 - $960.02 $443K - $551K	9.21K $8.16M
XAR	-5.3K - 53.17%	$139.03 - $157.34 $737K - $834K	4.67K $734K

Activity Summary All Purchases 118 New Holdings 16 Increased Positions 102 All Sells 167 Reductions 167 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wbh Advisory Inc with notifications on news.