Olistico Wealth, LLC Purchases and Sells in Q3 2024

Olistico Wealth, LLC

$164 Billion
Q3 2024

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.88K + 4.61%	$255.18 - $283.2 $479K - $532K	42.6K $12.1B
CGDV	19.5K + 16.98%	$32.96 - $36.48 $644K - $713K	135K $4.91B
CGGR	25.6K + 35.68%	$30.71 - $34.79 $787K - $892K	97.5K $3.39B
OKE	1.94K + 4.97%	$78.62 - $95.27 $152K - $185K	41K $3.73B
VGT	591 + 3.86%	$514.43 - $606.85 $304K - $359K	15.9K $9.33B
IWP	2.78K + 14.65%	$103.87 - $117.59 $288K - $326K	21.7K $2.55B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	139 New	$520.18 - $576.82 $72.3K - $80.2K	139 $80.2M
BLACKROCK INC COM	67 New	N/A	67 $64.5M
TE CONNECTIVITY LTD SHS	200 New	N/A	200 $30.2M
MDY	35 New	$523.84 - $572.02 $18.3K - $20K	35 $19.9M
APO	80 New	$99.16 - $125.81 $7.93K - $10.1K	80 $9.99M
LULU	18 New	$233.4 - $302.36 $4.2K - $5.44K	18 $4.88M

Top Sells

Reduced Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-3.09K - 10.42%	$161.02 - $200.0 $497K - $618K	26.5K $4.95B
MSFT	-616 - 8.75%	$395.15 - $467.56 $243K - $288K	6.43K $2.77B
LLY	-228 - 5.87%	$772.14 - $960.02 $176K - $219K	3.66K $3.24B
GOOGL	-625 - 7.05%	$148.65 - $191.18 $92.9K - $119K	8.24K $1.37B
VDE	-1.71K - 34.29%	$117.44 - $131.06 $201K - $224K	3.28K $401M
SCHW	-2.13K - 28.38%	$61.74 - $76.08 $132K - $162K	5.38K $349M

Activity Summary All Purchases 75 New Holdings 22 Increased Positions 53 All Sells 88 Reductions 88 Sold out 0 Calls 0 Puts 0

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