1900 Wealth Management LLC Purchases and Sells in Q3 2024

1900 Wealth Management LLC

$1.09 Billion
Q3 2024

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	1.1M + 32.41%	$60.84 - $67.51 $66.9M - $74.2M	4.49M $303M
JAAA	659K + 55.37%	$50.52 - $50.95 $33.3M - $33.6M	1.85M $94M
VEA	155K + 53.8%	$47.6 - $53.31 $7.39M - $8.27M	444K $23.4M
JMUB	115K + 122.52%	$50.15 - $51.27 $5.77M - $5.9M	209K $10.7M
SPMD	93.3K + 22.47%	$50.29 - $54.92 $4.69M - $5.12M	508K $27.8M
VTWO	41.6K + 82.05%	$81.17 - $90.77 $3.38M - $3.78M	92.3K $8.25M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	8 New	$610460.0 - $715910.0 $4.88M - $5.73M	8 $5.52M
EQL	9.38K New	$116.03 - $127.58 $1.09M - $1.2M	9.38K $1.2M
SGOV	9.9K New	$100.3 - $100.74 $992K - $997K	9.9K $996K
XLRE	16.5K New	$38.04 - $45.36 $627K - $748K	16.5K $736K
DEO	3.22K New	$120.02 - $140.77 $386K - $453K	3.22K $451K
SUN	5.54K New	$50.23 - $58.53 $278K - $324K	5.54K $297K

Top Sells

Reduced Positions

109 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-77.2K - 51.08%	$520.18 - $576.82 $40.2M - $44.5M	74K $42.7M
ITOT	-98.4K - 44.94%	$113.41 - $125.62 $11.2M - $12.4M	121K $15.1M
MTUM	-31.1K - 18.4%	$175.46 - $203.3 $5.47M - $6.33M	138K $28M
IGIB	-117K - 95.36%	$50.85 - $53.88 $5.96M - $6.31M	5.7K $305K
GSSC	-84K - 33.54%	$62.57 - $70.53 $5.25M - $5.92M	166K $11.5M
QUAL	-29.9K - 13.35%	$162.64 - $179.3 $4.86M - $5.36M	194K $34.8M

Activity Summary All Purchases 79 New Holdings 9 Increased Positions 70 All Sells 109 Reductions 109 Sold out 0 Calls 0 Puts 0

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