Wharton Business Group, LLC Purchases and Sells in Q4 2024

Wharton Business Group, LLC

$2.22 Billion
Q4 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFAV	439K + 35.7%	$70.1 - $76.53 $30.8M - $33.6M	1.67M $118M
EEMV	449K + 24.8%	$57.85 - $63.11 $26M - $28.4M	2.26M $131M
IRBO	440K + 122.42%	N/A	799K $29.6M
GS	361 + 0.53%	$486.1 - $608.57 $175K - $220K	68.8K $39.4M
IFRA	57.6K + 3.84%	$45.94 - $51.71 $2.65M - $2.98M	1.56M $72.2M
BLACKROCK ETF TRUST II	61.4K + 5.29%	N/A	1.22M $63.6M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK INC	330 New	N/A	330 $338K
CINF	2.28K New	$132.86 - $160.16 $303K - $365K	2.28K $328K
V	724 New	$273.87 - $320.91 $198K - $232K	724 $229K
UYG	2.52K New	$75.09 - $96.7 $189K - $244K	2.52K $215K
NN	10K New	$7.49 - $18.0 $74.9K - $180K	10K $156K

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOXX	-72.9K - 87.97%	$211.27 - $239.8 $15.4M - $17.5M	9.97K $2.15M
IEMG	-25.5K - 1.71%	N/A	1.47M $76.6M
VEU	-1.52K - 0.17%	$57.29 - $63.1 $87K - $95.8K	893K $51.3M
XLV	-971 - 0.41%	$136.28 - $154.74 $132K - $150K	236K $32.4M
QUAL	-13K - 1.02%	$176.42 - $186.91 $2.29M - $2.42M	1.25M $223M
VWO	-34.4K - 7.1%	$44.04 - $49.49 $1.51M - $1.7M	450K $19.8M

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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