Wrenne Financial Planning LLC Purchases and Sells in Q3 2024

Wrenne Financial Planning LLC

$168 Billion
Q3 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	11.9K + 9.7%	$255.18 - $283.2 $3.04M - $3.37M	135K $38.1B
VEU	36.3K + 10.44%	$56.47 - $63.69 $2.05M - $2.31M	384K $24.2B
SLYV	14.3K + 9.47%	$77.23 - $87.97 $1.1M - $1.25M	165K $14.3B
VNQ	7K + 6.1%	$82.97 - $98.97 $581K - $693K	122K $11.9B
VWO	22.4K + 15.64%	$41.9 - $48.26 $940K - $1.08M	166K $7.94B
VXUS	8.94K + 8.36%	$58.03 - $65.37 $519K - $584K	116K $7.5B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARES	1.45K New	$133.73 - $158.05 $194K - $229K	1.45K $226M
ITOT	1.71K New	$113.41 - $125.62 $194K - $215K	1.71K $215M
SDY	1.48K New	$125.95 - $142.04 $186K - $210K	1.48K $210M
DGRO	3.34K New	$57.47 - $62.76 $192K - $210K	3.34K $209M
NOBL	1.92K New	$95.1 - $106.76 $183K - $205K	1.92K $205M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLYG	-1.05K - 20.45%	$85.03 - $94.56 $89.5K - $99.6K	4.1K $381M
QQQ	-30 - 3.36%	$434.77 - $502.96 $13K - $15.1K	862 $421M
VTEB	-731 - 1.6%	$49.93 - $51.15 $36.5K - $37.4K	44.9K $2.3B
SPYG	-774 - 2.45%	$73.38 - $84.1 $56.8K - $65.1K	30.8K $2.56B
ABBV	-8 - 0.65%	$163.84 - $199.33 $1.31K - $1.59K	1.22K $241M
USRT	-39 - 0.72%	$53.07 - $62.66 $2.07K - $2.44K	5.36K $330M

Activity Summary All Purchases 30 New Holdings 5 Increased Positions 25 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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