Family Wealth Group, LLC Purchases and Sells in Q3 2024

Family Wealth Group, LLC

$92.9 Million
Q3 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHF	7.02K + 131.33%	$36.98 - $41.55 $260K - $292K	12.4K $508K
FJUL	4.41K + 47.67%	$44.46 - $48.11 $196K - $212K	13.7K $656K
IUSB	4.06K + 25.9%	$44.83 - $47.42 $182K - $192K	19.7K $928K
HD	23 + 0.76%	$333.64 - $405.2 $7.67K - $9.32K	3.05K $1.23M
IBM	8 + 0.24%	$175.1 - $223.38 $1.4K - $1.79K	3.29K $728K
EFV	720 + 3.15%	$51.72 - $57.96 $37.2K - $41.7K	23.6K $1.36M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	8.45K New	$42.54 - $47.97 $359K - $405K	8.45K $401K
CUBE	4.14K New	$43.74 - $54.55 $181K - $226K	4.14K $222K
DGRO	3.47K New	$57.47 - $62.76 $200K - $218K	3.47K $217K
BALL	3.1K New	$58.86 - $67.91 $183K - $211K	3.1K $210K
IEFA	2.58K New	$70.09 - $78.74 $181K - $203K	2.58K $201K
AIM ETF PRODUCTS TRUST	105K New	N/A	105K $0

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDEC	-15.4K - 43.94%	$41.32 - $43.78 $636K - $674K	19.6K $859K
QDEC	-23.3K - 70.05%	$24.77 - $26.7 $578K - $623K	9.98K $266K
VGSH	-8.46K - 21.56%	$57.74 - $59.13 $488K - $500K	30.8K $1.82M
NVDA	-2.3K - 20.38%	$98.91 - $134.91 $228K - $311K	9K $1.09M
SPLG	-6.66K - 15.0%	$60.84 - $67.51 $405K - $449K	37.7K $2.55M
AMZN	-1.03K - 7.58%	$161.02 - $200.0 $166K - $206K	12.6K $2.35M

Activity Summary All Purchases 50 New Holdings 11 Increased Positions 39 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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