Cgc Financial Services, LLC Purchases and Sells in Q3 2024

Cgc Financial Services, LLC

$249 Billion
Q3 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	11.1K + 1.59%	$77.02 - $85.06 $854K - $943K	707K $59.8B
J P MORGAN EXCHANGE TRADED F	15.3K + 1.48%	N/A	1.05M $63.9B
IEFA	13.6K + 3.27%	$70.09 - $78.74 $955K - $1.07M	431K $33.6B
JMEE	6.72K + 2.1%	$55.81 - $61.01 $375K - $410K	327K $19.9B
AVUV	2.07K + 1.34%	$88.24 - $99.7 $182K - $206K	156K $15B
IJH	10.9K + 16.11%	$57.32 - $62.65 $627K - $685K	78.8K $4.91B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROP	231 New	$515.25 - $576.55 $119K - $133K	231 $129M
PEG	262 New	$73.58 - $89.21 $19.3K - $23.4K	262 $23.4M
MTB	110 New	$146.49 - $179.85 $16.1K - $19.8K	110 $19.6M
SWK	126 New	$77.75 - $110.17 $9.8K - $13.9K	126 $13.9M
MDLZ	69 New	$64.35 - $75.71 $4.44K - $5.22K	69 $5.08M
SIRIUSXM HOLDINGS INC	100 New	N/A	100 $2.37M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IMTM	-20.1K - 7.77%	$35.7 - $41.13 $719K - $828K	239K $9.65B
MSFT	-317 - 13.19%	$395.15 - $467.56 $125K - $148K	2.09K $898M
ICSH	-1.06K - 7.67%	$50.32 - $50.75 $53.2K - $53.7K	12.7K $646M
MINT	-494 - 5.51%	$100.09 - $100.69 $49.4K - $49.7K	8.47K $853M
GSY	-1.06K - 7.26%	$49.9 - $50.37 $52.8K - $53.3K	13.5K $678M
VUSB	-758 - 3.77%	N/A	19.3K $966M

Activity Summary All Purchases 56 New Holdings 8 Increased Positions 48 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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