Xml Financial, LLC Purchases and Sells in Q4 2024

Xml Financial, LLC

$1.08 Billion
Q4 2024

Top Buys

Incresed Positions

156 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	1.17M + 310.54%	$25.93 - $105.3 $30.4M - $123M	1.55M $43.2M
IWB	6.28K + 7.56%	$311.11 - $335.64 $1.95M - $2.11M	89.4K $28.8M
AAPL	1.35K + 1.04%	$221.69 - $259.02 $300K - $350K	131K $32.9M
IWO	7.95K + 39.16%	$278.19 - $315.36 $2.21M - $2.51M	28.2K $8.13M
IWF	333 + 0.41%	$370.24 - $418.94 $123K - $140K	81.4K $32.7M
VGT	1.69K + 5.18%	$571.78 - $647.97 $969K - $1.1M	34.4K $21.4M

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NANR	133K New	$50.02 - $58.31 $6.64M - $7.74M	133K $6.79M
CALF	97K New	$43.84 - $48.76 $4.25M - $4.73M	97K $4.27M
WPM	8.2K New	$56.08 - $68.53 $460K - $562K	8.2K $460K
MSTR	1.5K New	$162.69 - $473.83 $244K - $711K	1.5K $434K
LII	693 New	$589.36 - $678.43 $408K - $470K	693 $422K
SGOL	15.7K New	$24.46 - $26.62 $384K - $418K	15.7K $393K

Top Sells

Reduced Positions

140 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSEC	-1.1M - 53.73%	$4.16 - $5.34 $4.57M - $5.87M	946K $4.08M
RLY	-238K - 96.66%	$26.85 - $29.18 $6.4M - $6.96M	8.24K $222K
CVS	-12.8K - 15.98%	$43.78 - $67.46 $561K - $865K	67.4K $3.03M
MMD	-86.5K - 64.54%	$14.59 - $16.93 $1.26M - $1.46M	47.5K $709K
DOW	-4.27K - 4.51%	$39.1 - $55.34 $167K - $236K	90.5K $3.63M
UL	-6.59K - 4.8%	$56.7 - $64.64 $374K - $426K	131K $7.42M

Options

Puts

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	2K New	$481.22 - $538.17 $962K - $1.08M	2K $1.02M
SPY	1.7K New	$567.81 - $607.81 $965K - $1.03M	1.7K $996K

Activity Summary All Purchases 182 New Holdings 26 Increased Positions 156 All Sells 140 Reductions 140 Sold out 0 Calls 0 Puts 2

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