Wescott Financial Advisory Group, LLC Purchases and Sells in Q3 2024

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 2024

Top Buys

Incresed Positions

86 operations
Stock Shares change Price Range Shares Held Trade History
612K
+ 102.34%
$24.06 - $26.97 $14.7M - $16.5M
1.21M $32.5M
17
+ 0.01%
$475.2 - $527.7 $8.08K - $8.97K
276K $146M
20.9K
+ 4.02%
$70.09 - $78.74 $1.46M - $1.64M
540K $42.1M
37.6K
+ 26.13%
$74.26 - $78.84 $2.79M - $2.96M
181K $14.2M
4.31K
+ 3.08%
$434.77 - $502.96 $1.87M - $2.17M
144K $70.4M
1.02K
+ 1.54%
$520.18 - $576.82 $528K - $585K
67.1K $38.7M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
1.37K
New
$125.9 - $170.35 $173K - $234K
1.37K $233K
6.95K
New
$27.36 - $33.08 $190K - $230K
6.95K $230K
297
New
$598.55 - $722.26 $178K - $215K
297 $210K
816
New
$228.86 - $255.76 $187K - $209K
816 $208K
6.16K
New
$27.05 - $33.84 $167K - $209K
6.16K $208K
6.13K
New
$32.36 - $33.78 $198K - $207K
6.13K $206K
View all

Top Sells

Reduced Positions

61 operations
Stock Shares change Price Range Shares Held Trade History
-36K
- 13.24%
$119.52 - $132.25 $4.31M - $4.76M
236K $31.2M
-57.9K
- 62.37%
$15.78 - $20.47 $914K - $1.19M
34.9K $674K
-3.21K
- 25.98%
$149.02 - $167.67 $478K - $537K
9.13K $1.53M
-6.59K
- 15.1%
$75.47 - $83.18 $497K - $548K
37.1K $3.08M
-5.22K
- 9.04%
$76.38 - $78.87 $399K - $412K
52.6K $4.14M
-2.73K
- 19.16%
$113.41 - $125.62 $310K - $343K
11.5K $1.45M
View all
Activity Summary
Buys All Purchases 94 New Holdings 8 Increased Positions 86 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email