Regimen Wealth, LLC Purchases and Sells in Q2 2024

Regimen Wealth, LLC

$290 Billion
Q2 2024

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	41.7K + 44.77%	$44.3 - $45.58 $1.85M - $1.9M	135K $6.09B
IVW	12.4K + 145.87%	$79.31 - $93.31 $981K - $1.15M	20.9K $1.93B
SCHG	316 + 0.22%	$87.04 - $101.61 $27.5K - $32.1K	144K $14.5B
MUB	11.3K + 6.57%	$105.37 - $107.16 $1.19M - $1.21M	183K $19.5B
AAPL	73 + 0.42%	$165.0 - $216.67 $12K - $15.8K	17.3K $3.65B
USFR	11.6K + 3.2%	$50.28 - $50.52 $583K - $586K	374K $18.8B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	51.6K New	$42.0 - $47.28 $2.17M - $2.44M	51.6K $2.42B
IVE	7.73K New	$176.58 - $186.7 $1.36M - $1.44M	7.73K $1.41B
HEFA	18.7K New	$33.83 - $35.94 $632K - $672K	18.7K $665M
BLACKROCK ETF TRUST II	11.1K New	N/A	11.1K $578M
BBJP	7.09K New	$54.64 - $57.88 $388K - $411K	7.09K $400M
SCHZ	5.95K New	$44.66 - $45.99 $266K - $274K	5.95K $271M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-7.16K - 31.52%	$497.53 - $549.64 $3.56M - $3.94M	15.6K $8.51B
SCHD	-1.47K - 0.41%	$75.81 - $80.15 $112K - $118K	361K $28.1B
COWZ	-1.68K - 0.58%	$54.04 - $58.09 $90.5K - $97.3K	289K $15.7B
EFV	-14.2K - 35.64%	$52.34 - $56.41 $742K - $800K	25.6K $1.36B
AVUV	-2.69K - 2.52%	$86.93 - $93.77 $234K - $252K	104K $9.33B
VOT	-169 - 0.54%	$218.75 - $234.97 $37K - $39.7K	31.4K $7.2B

Activity Summary All Purchases 40 New Holdings 9 Increased Positions 31 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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