Wealth Advisors Of Iowa, LLC Purchases and Sells in Q3 2024

Wealth Advisors Of Iowa, LLC

$196 Billion
Q3 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	3.35K + 1.56%	$162.83 - $179.16 $545K - $599K	218K $39.1B
JEPI	11.6K + 5.25%	$54.98 - $59.51 $637K - $690K	233K $13.8B
AAPL	104 + 0.58%	$207.23 - $234.82 $21.6K - $24.4K	18K $4.19B
USMC	16K + 261.62%	$51.14 - $56.99 $817K - $911K	22.1K $1.26B
NVDA	694 + 9.37%	$98.91 - $134.91 $68.6K - $93.6K	8.1K $983M
LLY	58 + 6.08%	$772.14 - $960.02 $44.8K - $55.7K	1.01K $897M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	334K New	$60.84 - $67.51 $20.3M - $22.6M	334K $22.6B
USMV	218K New	$83.76 - $91.82 $18.3M - $20M	218K $19.9B
SPYV	322K New	$48.51 - $52.86 $15.6M - $17M	322K $17B
SPDW	339K New	$33.74 - $37.96 $11.4M - $12.9M	339K $12.7B
XLU	155K New	$67.67 - $80.78 $10.5M - $12.5M	155K $12.5B
IVV	12.2K New	$520.18 - $576.82 $6.35M - $7.04M	12.2K $7.04B

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	-3.57K - 99.92%	$610460.0 - $715910.0 $2.18B - $2.55B	3 $2.07B
CVX	-642 - 30.56%	$137.88 - $161.97 $88.5K - $104K	1.46K $215M
VZ	-305 - 5.84%	$38.89 - $45.0 $11.9K - $13.7K	4.92K $221M
DFUV	-1.97K - 24.77%	$38.51 - $41.69 $75.9K - $82.2K	5.99K $250M
MCD	-365 - 30.72%	$245.82 - $304.51 $89.7K - $111K	823 $251M
XOM	-30 - 1.36%	$109.72 - $119.0 $3.29K - $3.57K	2.17K $255M

Activity Summary All Purchases 39 New Holdings 24 Increased Positions 15 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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