Wms Partners, LLC Purchases and Sells in Q3 2024

Wms Partners, LLC

$1.7 Billion
Q3 2024

Top Buys

Incresed Positions

123 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	117K + 6.75%	$60.09 - $67.67 $7.05M - $7.94M	1.86M $124M
JCPB	258K + 18.4%	$45.87 - $48.53 $11.9M - $12.5M	1.66M $80.2M
AAPL	43.8K + 20.58%	$207.23 - $234.82 $9.07M - $10.3M	257K $59.8M
VTI	18.9K + 4.73%	$255.18 - $283.2 $4.83M - $5.36M	419K $119M
GSLC	57.7K + 6.91%	$101.72 - $112.94 $5.87M - $6.51M	893K $101M
AVUS	67.4K + 7.66%	$86.27 - $95.15 $5.81M - $6.41M	947K $90.1M

New Holdings

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KKR	47.5K New	$104.51 - $133.23 $4.96M - $6.32M	47.5K $6.2M
VUG	5.49K New	$341.08 - $391.94 $1.87M - $2.15M	5.49K $2.11M
KEYS	13.1K New	$119.86 - $158.87 $1.57M - $2.08M	13.1K $2.08M
VXUS	25.5K New	$58.03 - $65.37 $1.48M - $1.67M	25.5K $1.65M
NZF	125K New	$12.25 - $13.1 $1.53M - $1.64M	125K $1.64M
NVG	120K New	$12.25 - $13.39 $1.46M - $1.6M	120K $1.6M

Top Sells

Reduced Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHR	-7.99K - 51.94%	$239.25 - $280.76 $1.91M - $2.24M	7.39K $2.06M
GOOG	-3.59K - 5.1%	$149.54 - $192.66 $537K - $692K	66.8K $11.2M
IJR	-51.6K - 11.68%	$105.53 - $118.34 $5.45M - $6.11M	390K $45.6M
ORLY	-1.3K - 86.03%	$1015.62 - $1159.62 $1.32M - $1.51M	211 $243K
TOTL	-25.9K - 72.7%	$39.37 - $41.68 $1.02M - $1.08M	9.71K $402K
FRPH	-20.2K - 38.69%	$27.48 - $30.48 $554K - $615K	32K $950K

Activity Summary All Purchases 179 New Holdings 56 Increased Positions 123 All Sells 89 Reductions 89 Sold out 0 Calls 0 Puts 0

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