Wealth Cmt Purchases and Sells in Q2 2023

Wealth Cmt

$66.2 Million
Q2 2023

Top Buys

Incresed Positions

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USMV	17.5K + 9.68%	$71.44 - $74.33 $1.25M - $1.3M	198K $14.7M

New Holdings

3 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CWI	1.13M New	$25.26 - $26.55 $28.6M - $30.1M	1.13M $29.6M
IXUS	73.6K New	$60.88 - $63.83 $4.48M - $4.7M	73.6K $4.61M
SMMU	41.3K New	$49.33 - $49.85 $2.04M - $2.06M	41.3K $2.04M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHM	-5.04K - 10.32%	$46.54 - $47.72 $234K - $240K	43.7K $2.06M
SPLV	-3.59K - 14.96%	$60.28 - $64.24 $216K - $230K	20.4K $1.28M
TFI	-2.97K - 3.74%	$45.36 - $47.24 $135K - $140K	76.3K $3.52M
VTHR	-5 - 0.25%	$180.17 - $197.46 $901 - $987	2.01K $396K
VTWO	-65 - 0.42%	$68.85 - $76.12 $4.48K - $4.95K	15.5K $1.18M
VONE	-994 - 2.88%	$183.47 - $201.56 $182K - $200K	33.6K $6.76M

Activity Summary All Purchases 4 New Holdings 3 Increased Positions 1 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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