Able Wealth Management LLC Purchases and Sells in Q4 2024

Able Wealth Management LLC

$152 Billion
Q4 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	37.4K + 232.28%	$49.03 - $53.35 $1.83M - $1.99M	53.5K $2.74B
OEF	6.47K + 244.22%	N/A	9.12K $2.63B
SHV	17.2K + 9.24%	$109.92 - $110.57 $1.89M - $1.9M	203K $22.4B
SPMO	11.5K + 28.36%	$89.97 - $98.59 $1.03M - $1.13M	52K $4.95B
IWY	5.08K + 383.89%	$216.72 - $244.71 $1.1M - $1.24M	6.4K $1.5B
IUSB	25K + 186.07%	$45.07 - $47.1 $1.13M - $1.18M	38.5K $1.74B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	19.1K New	$50.35 - $50.69 $961K - $967K	19.1K $962M
VLUE	7.45K New	$104.01 - $115.38 $775K - $859K	7.45K $787M
GRAYSCALE BITCOIN MINI TR ET	15.8K New	N/A	15.8K $663M
GBIL	5.68K New	$99.85 - $100.22 $567K - $570K	5.68K $568M
NVDA	2.39K New	$117.0 - $148.88 $280K - $356K	2.39K $321M
CARY	12.5K New	N/A	12.5K $257M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TFLO	-9.2K - 24.42%	$50.37 - $50.63 $464K - $466K	28.5K $1.44B
FIDELITY WISE ORIGIN BITCOIN	-7.63K - 75.33%	N/A	2.5K $204M
JAAA	-6.14K - 31.74%	$50.62 - $50.97 $311K - $313K	13.2K $670M
ACWI	-1.26K - 1.96%	$117.05 - $123.03 $148K - $155K	63.3K $7.44B
DXJ	-1.91K - 25.11%	$105.85 - $112.84 $202K - $215K	5.68K $627M
EFG	-898 - 26.0%	$96.83 - $106.88 $87K - $96K	2.56K $247M

Activity Summary All Purchases 61 New Holdings 10 Increased Positions 51 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Able Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Able Wealth Management LLC with notifications on news.