Williams & Novak, LLC Purchases and Sells in Q3 2024

Williams & Novak, LLC

$107 Billion
Q3 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	83.7K + 75.44%	$44.65 - $47.21 $3.74M - $3.95M	195K $9.1B
MFEM	44.9K + 386.57%	$19.0 - $21.5 $853K - $965K	56.5K $1.2B
XSVM	12.4K + 218.81%	$51.3 - $59.04 $638K - $734K	18.1K $996M
AAPL	1.6K + 14.45%	$207.23 - $234.82 $332K - $377K	12.7K $2.96B
DFUS	4.1K + 59.34%	$56.04 - $62.2 $230K - $255K	11K $685M
HYD	4.2K + 18.75%	$51.46 - $53.07 $216K - $223K	26.6K $1.41B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	63.3K New	N/A	63.3K $2.03B
DFUV	16.3K New	$38.51 - $41.69 $627K - $679K	16.3K $679M
IBP	2.36K New	$198.8 - $270.35 $468K - $637K	2.36K $580M
WWD	1.96K New	$151.73 - $187.23 $298K - $367K	1.96K $336M
FDX	867 New	$254.64 - $313.52 $221K - $272K	867 $237M
QEFA	2.79K New	$74.82 - $74.82 $209K - $209K	2.79K $225M

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYPR	-1.76M - 41.37%	$1.47 - $1.88 $2.58M - $3.3M	2.49M $3.99B
PIMCO ETF TR	-98.3K - 45.97%	N/A	116K $3.08B
BOND	-22.9K - 61.61%	$90.01 - $95.32 $2.06M - $2.18M	14.3K $1.35B
LDUR	-7.53K - 70.15%	$94.39 - $96.15 $711K - $724K	3.21K $308M
ISTB	-13K - 63.81%	$47.18 - $48.74 $614K - $635K	7.39K $360M
UCON	-18K - 31.94%	$24.39 - $25.28 $440K - $456K	38.4K $966M

Activity Summary All Purchases 41 New Holdings 11 Increased Positions 30 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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