Shira Ridge Wealth Management Purchases and Sells in Q3 2024

Shira Ridge Wealth Management

$196 Billion
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSD	67.5K + 138.58%	$47.0 - $47.84 $3.17M - $3.23M	116K $5.55B
EAGG	56.5K + 805.7%	$46.18 - $48.92 $2.61M - $2.76M	63.5K $3.09B
IUSB	55.3K + 294.73%	$44.83 - $47.42 $2.48M - $2.62M	74.1K $3.49B
VIG	9.19K + 64.55%	$182.15 - $182.15 $1.67M - $1.67M	23.4K $4.64B
XLI	8.52K + 21.54%	$120.56 - $135.44 $1.03M - $1.15M	48.1K $6.51B
TLT	14.3K + 494.69%	$89.91 - $101.33 $1.28M - $1.45M	17.2K $1.68B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	99.2K New	$22.38 - $23.66 $2.22M - $2.35M	99.2K $2.33B
LMT	397 New	$460.3 - $584.56 $183K - $232K	397 $232M
CSCO	4.23K New	$44.74 - $53.22 $189K - $225K	4.23K $225M
TSLA	855 New	$191.76 - $263.26 $164K - $225K	855 $224M
EFG	1.91K New	$96.84 - $108.77 $185K - $207K	1.91K $205M
MCD	667 New	$245.82 - $304.51 $164K - $203K	667 $203M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	-33.5K - 59.3%	$48.06 - $49.39 $1.61M - $1.66M	23K $1.13B
ICSH	-30K - 64.81%	$50.32 - $50.75 $1.51M - $1.52M	16.3K $825M
IFRA	-36.7K - 56.95%	$41.55 - $46.97 $1.52M - $1.72M	27.7K $1.3B
HDV	-10.8K - 64.73%	$107.62 - $118.76 $1.17M - $1.29M	5.91K $695M
FLOT	-18.7K - 23.79%	$50.63 - $51.11 $945K - $954K	59.8K $3.05B
TDG	-565 - 58.19%	$1202.03 - $1427.41 $679K - $806K	406 $579M

Activity Summary All Purchases 39 New Holdings 9 Increased Positions 30 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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