Wfa Of San Diego, LLC Purchases and Sells in Q3 2024

Wfa Of San Diego, LLC

$116 Million
Q3 2024

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	4.18K + 62.88%	$161.02 - $200.0 $672K - $835K	10.8K $2.02M
BRK-B	363 + 4.64%	$405.19 - $478.57 $147K - $174K	8.19K $3.77M
VMBS	8.76K + 22.71%	$44.9 - $47.55 $393K - $416K	47.3K $2.23M
VONG	1.81K + 6.52%	$85.48 - $98.39 $155K - $178K	29.6K $2.85M
BND	1.9K + 5.8%	$71.45 - $75.64 $136K - $144K	34.7K $2.61M
SCHI	3.02K + 7.86%	$43.73 - $46.29 $132K - $140K	41.4K $1.91M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	18.2K New	$32.96 - $36.48 $599K - $663K	18.2K $662K
CGGR	2K New	$30.71 - $34.79 $61.4K - $69.6K	2K $69K
ETR	69 New	$104.75 - $131.61 $7.23K - $9.08K	69 $9K
BSJQ	85 New	$23.08 - $23.52 $1.96K - $2K	85 $1K
CALAMOS ETF TR	100 New	N/A	100 $0
GRAYSCALE BITCOIN MINI TR BT	52 New	N/A	52 $0

Top Sells

Reduced Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QCOM	-5 - 0.04%	$156.12 - $209.64 $781 - $1.05K	12.9K $2.19M
NVO	-50 - 0.48%	$119.07 - $145.42 $5.95K - $7.27K	10.3K $1.23M
BSJO	-10.8K - 33.78%	$22.61 - $22.79 $244K - $246K	21.1K $479K
JPST	-4.17K - 24.99%	$50.25 - $50.74 $209K - $211K	12.5K $634K
LLY	-67 - 8.23%	$772.14 - $960.02 $51.7K - $64.3K	747 $661K
BSCO	-2.97K - 90.82%	$21.05 - $21.17 $62.5K - $62.8K	300 $6K

Activity Summary All Purchases 46 New Holdings 10 Increased Positions 36 All Sells 72 Reductions 72 Sold out 0 Calls 0 Puts 0

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