Austin Wealth Management, LLC Purchases and Sells in Q4 2024

Austin Wealth Management, LLC

$482 Billion
Q4 2024

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	151K + 21.26%	$39.27 - $42.38 $5.91M - $6.38M	859K $35.6B
BIL	73.5K + 52.13%	$91.29 - $91.8 $6.71M - $6.74M	214K $19.6B
BILS	25.4K + 26.34%	$99.0 - $99.5 $2.51M - $2.52M	122K $12.1B
AVLV	18.2K + 10.59%	$65.51 - $71.22 $1.19M - $1.3M	190K $13.2B
SPYC	23.6K + 3.66%	N/A	669K $25.8B
DFAI	62.8K + 18.81%	$29.0 - $31.6 $1.82M - $1.98M	396K $11.7B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	1.09K New	$205.18 - $250.29 $223K - $272K	1.09K $282M
SHM	5.48K New	$47.26 - $48.18 $259K - $264K	5.48K $260M
EA SERIES TRUST	2.92K New	N/A	2.92K $256M
V	723 New	$273.87 - $320.91 $198K - $232K	723 $231M
IWO	740 New	$278.19 - $315.36 $206K - $233K	740 $218M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	-28K - 3.68%	$25.61 - $28.0 $716K - $783K	731K $19.1B
DFEM	-28.1K - 6.17%	$26.16 - $28.82 $736K - $811K	428K $11.1B
DFAR	-9.05K - 3.72%	$22.72 - $25.76 $206K - $233K	234K $5.45B
GAA	-16.6K - 5.63%	$28.43 - $29.66 $472K - $492K	279K $8.05B
DFAC	-67.1K - 5.4%	$33.92 - $36.6 $2.28M - $2.46M	1.18M $41.7B
WTMF	-7.12K - 11.79%	$34.6 - $36.99 $246K - $263K	53.3K $1.9B

Activity Summary All Purchases 76 New Holdings 5 Increased Positions 71 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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