49 Wealth Management, LLC Purchases and Sells in Q2 2024

49 Wealth Management, LLC

$507 Billion
Q2 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	208K + 44.07%	$55.45 - $57.39 $11.5M - $11.9M	679K $38.1B
VTV	47.6K + 25.36%	$154.57 - $163.65 $7.36M - $7.79M	235K $37.6B
IWM	27.4K + 2021.03%	$192.84 - $209.44 $5.28M - $5.74M	28.7K $5.78B
AAPL	4.63K + 18.36%	$165.0 - $216.67 $763K - $1M	29.8K $6.47B
COWZ	64.7K + 17.82%	$54.04 - $58.09 $3.5M - $3.76M	428K $23.1B
PG	9.94K + 220.37%	$155.33 - $168.56 $1.54M - $1.68M	14.5K $2.35B

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIVZ	1.47M New	$28.65 - $31.02 $42M - $45.5M	1.47M $44.2B
QUAL	176K New	$154.56 - $173.19 $27.2M - $30.5M	176K $30B
PDBC	951K New	$13.7 - $14.47 $13M - $13.8M	951K $13.5B
VGLT	232K New	$55.25 - $59.25 $12.8M - $13.8M	232K $13.1B
BSCR	668K New	$19.04 - $19.32 $12.7M - $12.9M	668K $12.8B
JAAA	242K New	$50.49 - $50.93 $12.2M - $12.3M	242K $12.3B

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-242K - 53.92%	$91.42 - $91.82 $22.1M - $22.2M	207K $18.9B
JPEM	-386K - 87.69%	$53.03 - $56.92 $20.4M - $21.9M	54.2K $2.93B
SPGP	-174K - 86.26%	$99.32 - $106.72 $17.2M - $18.5M	27.6K $2.83B
QGRO	-215K - 90.39%	$78.74 - $86.4 $16.9M - $18.5M	22.8K $1.96B
JMUB	-350K - 73.88%	$49.92 - $50.63 $17.5M - $17.7M	124K $6.2B
SHV	-148K - 74.47%	$110.04 - $110.51 $16.3M - $16.4M	50.8K $5.59B

Activity Summary All Purchases 92 New Holdings 43 Increased Positions 49 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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