Gimbal Financial Purchases and Sells in Q4 2024

Gimbal Financial

$122 Billion
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	1.02K + 2.39%	$570.51 - $610.59 $583K - $624K	43.9K $25.8B
ONEQ	3.46K + 4.15%	$70.54 - $79.61 $244K - $275K	86.7K $6.59B
IVW	2.35K + 3.91%	$94.43 - $105.47 $222K - $247K	62.4K $6.34B
IAT	1.36K + 1.58%	$46.07 - $56.9 $62.8K - $77.6K	87.8K $4.42B
FIDELITY COVINGTON TRUST	2.91K + 6.5%	N/A	47.7K $1.57B
PTNQ	545 + 1.15%	$72.62 - $77.83 $39.6K - $42.4K	48.1K $3.56B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XMMO	54.8K New	$119.61 - $136.3 $6.56M - $7.47M	54.8K $6.77B
IRBO	107K New	N/A	107K $3.98B
PTMC	5.52K New	$36.74 - $40.43 $203K - $223K	5.52K $204M
AMZN	919 New	$180.88 - $232.93 $166K - $214K	919 $202M
SPXS	17.5K New	$5.71 - $6.89 $99.9K - $121K	17.5K $110M
AMRN	29K New	$0.44 - $0.63 $12.8K - $18.3K	29K $14.1M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	-167K - 48.59%	$48.37 - $52.65 $8.07M - $8.78M	177K $8.74B
DGRO	-135K - 31.86%	$60.73 - $64.94 $8.19M - $8.75M	288K $17.7B
VIG	-584 - 17.24%	N/A	2.8K $549M
MSFT	-121 - 4.02%	$406.35 - $454.46 $49.2K - $55K	2.89K $1.22B
ABBV	-3 - 0.1%	$164.99 - $203.87 $495 - $612	2.94K $522M
CL	-11 - 0.34%	$90.22 - $102.31 $992 - $1.13K	3.21K $292M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	11.3K New	$727.2 - $932.06 $8.22M - $10.5M	11.3K $183M

Activity Summary All Purchases 25 New Holdings 6 Increased Positions 19 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 1

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