Certus Wealth Management, LLC Purchases and Sells in Q2 2024

Certus Wealth Management, LLC

$130 Million
Q2 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	17.1K + 204.52%	$322.46 - $377.11 $5.51M - $6.45M	25.5K $9.52M
DYNF	74.4K + 167.46%	$42.0 - $47.28 $3.12M - $3.52M	119K $5.57M
QUAL	11.2K + 46.82%	$154.56 - $173.19 $1.73M - $1.93M	35K $5.98M
EMXC	21K + 60.54%	$55.18 - $59.2 $1.16M - $1.24M	55.7K $3.3M
EFG	12.7K + 22.99%	$97.17 - $106.25 $1.24M - $1.35M	68.1K $6.97M
CMF	10.2K + 8.84%	$56.38 - $57.26 $577K - $586K	126K $7.16M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HEFA	33.5K New	$33.83 - $35.94 $1.13M - $1.2M	33.5K $1.19M
TIP	8.01K New	$105.01 - $107.23 $841K - $859K	8.01K $854K
META	440 New	$430.17 - $527.34 $189K - $232K	440 $221K
MTUM	1.04K New	$173.58 - $198.8 $180K - $206K	1.04K $201K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-18.2K - 38.98%	$455.1 - $504.28 $8.26M - $9.15M	28.4K $14.2M
EFV	-49.1K - 36.4%	$52.34 - $56.41 $2.57M - $2.77M	85.9K $4.56M
BND	-14.3K - 10.74%	$70.55 - $72.66 $1.01M - $1.04M	119K $8.58M
VMBS	-16.5K - 24.09%	$44.15 - $45.75 $728K - $754K	52K $2.36M
SUB	-6.17K - 31.94%	$104.04 - $104.8 $642K - $647K	13.2K $1.38M
IXC	-10.6K - 57.78%	$39.86 - $44.76 $424K - $476K	7.78K $322K

Activity Summary All Purchases 22 New Holdings 4 Increased Positions 18 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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