Wmg Financial Advisors, LLC Purchases and Sells in Q3 2024

Wmg Financial Advisors, LLC

$206 Million
Q3 2024

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	25.6K + 6.12%	$86.27 - $95.15 $2.21M - $2.44M	444K $42.3M
AVUV	14.4K + 6.01%	$88.24 - $99.7 $1.27M - $1.44M	254K $24.4M
AVDE	15.8K + 8.96%	$60.09 - $67.67 $949K - $1.07M	192K $12.9M
NVDA	14.5K + 77.86%	$98.91 - $134.91 $1.43M - $1.96M	33.1K $4.02M
AVRE	11.3K + 15.02%	$40.95 - $48.28 $463K - $546K	86.7K $4.09M
AAPL	1.63K + 6.2%	$207.23 - $234.82 $338K - $383K	27.9K $6.5M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEV	11K New	$53.25 - $58.78 $588K - $649K	11K $643K
AXP	2.37K New	$225.92 - $271.17 $535K - $643K	2.37K $642K
NOW	492 New	$730.87 - $937.36 $360K - $461K	492 $440K
LLY	479 New	$772.14 - $960.02 $370K - $460K	479 $424K
SPIB	8.06K New	$32.36 - $33.78 $261K - $272K	8.06K $271K
PKB	3.29K New	$66.28 - $79.78 $218K - $263K	3.29K $262K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVIG	-6.43K - 18.17%	$40.41 - $42.73 $260K - $275K	29K $1.23M
EFA	-2.48K - 24.07%	$75.32 - $84.37 $187K - $209K	7.83K $654K
QQXT	-1.55K - 22.4%	$86.19 - $93.16 $134K - $145K	5.38K $501K
TLT	-1.28K - 27.22%	$89.91 - $101.33 $115K - $129K	3.41K $334K
BA	-49 - 1.97%	$152.04 - $190.6 $7.45K - $9.34K	2.44K $370K
AMAT	-38 - 2.37%	$174.88 - $254.97 $6.65K - $9.69K	1.57K $316K

Activity Summary All Purchases 100 New Holdings 22 Increased Positions 78 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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