Wt Wealth Management Purchases and Sells in Q3 2024

Wt Wealth Management

$391 Million
Q3 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	817K + 195.43%	$59.93 - $66.52 $49M - $54.4M	1.24M $82.2M
SCHO	385K + 316.24%	$47.93 - $49.06 $18.5M - $18.9M	507K $24.8M
SCHR	298K + 417.86%	$48.4 - $50.91 $14.4M - $15.2M	369K $18.7M
SCHD	49.3K + 193.76%	$77.02 - $85.06 $3.8M - $4.19M	74.7K $6.32M
SIHY	82.2K + 118.16%	$44.87 - $46.67 $3.69M - $3.84M	152K $7.08M
JBBB	78K + 65.96%	$48.27 - $49.33 $3.77M - $3.85M	196K $9.61M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHI	446K New	$43.73 - $46.29 $19.5M - $20.6M	446K $20.6M
SCHQ	103K New	$32.17 - $35.98 $3.3M - $3.69M	103K $3.59M
SMCI	6.8K New	$386.46 - $909.96 $2.63M - $6.19M	6.8K $2.83M
XLE	26.4K New	$84.35 - $93.39 $2.22M - $2.46M	26.4K $2.31M
CMG	39.6K New	$49.83 - $62.75 $1.97M - $2.48M	39.6K $2.28M
SPOT	4.83K New	$290.16 - $384.01 $1.4M - $1.85M	4.83K $1.78M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-80.8K - 52.53%	$50.2 - $50.48 $4.06M - $4.08M	73K $3.67M
SFIG	-64K - 55.94%	$45.17 - $48.75 $2.89M - $3.12M	50.4K $2.45M
ULST	-63.5K - 34.56%	$40.28 - $40.8 $2.56M - $2.59M	120K $4.9M
BKLN	-113K - 59.77%	$20.69 - $21.17 $2.34M - $2.39M	76K $1.6M
SJNK	-88.8K - 68.64%	$24.8 - $25.75 $2.2M - $2.29M	40.6K $1.04M
LOW	-6.11K - 64.21%	$213.3 - $270.78 $1.3M - $1.65M	3.4K $921K

Activity Summary All Purchases 66 New Holdings 20 Increased Positions 46 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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