Avaii Wealth Management, LLC Purchases and Sells in Q3 2024

Avaii Wealth Management, LLC

$178 Million
Q3 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.57K + 8.92%	$520.18 - $576.82 $1.86M - $2.06M	43.6K $25.2M
AMZN	12.8K + 41.92%	$161.02 - $200.0 $2.06M - $2.56M	43.3K $8.06M
JAVA	12.3K + 8.11%	$58.75 - $64.07 $722K - $787K	164K $10.5M
COWZ	12.6K + 8.55%	$53.41 - $57.9 $672K - $729K	160K $9.24M
META	453 + 4.04%	$453.41 - $572.44 $205K - $259K	11.7K $6.67M
BRK-B	735 + 7.05%	$405.19 - $478.57 $298K - $352K	11.2K $5.14M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TDIV	115K New	$70.51 - $81.07 $8.08M - $9.29M	115K $9.2M
AVUV	63.6K New	$88.24 - $99.7 $5.61M - $6.34M	63.6K $6.1M
SPHQ	90.2K New	$61.47 - $67.36 $5.55M - $6.08M	90.2K $6.07M
JEPQ	15.5K New	$49.7 - $56.11 $771K - $870K	15.5K $851K
JAAA	11.3K New	$50.52 - $50.95 $571K - $576K	11.3K $575K
SOXL	14.3K New	$25.96 - $68.59 $372K - $983K	14.3K $525K

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPGP	-56.9K - 82.63%	$96.3 - $106.49 $5.48M - $6.06M	12K $1.25M
JEPI	-27.5K - 83.82%	$54.98 - $59.51 $1.51M - $1.63M	5.3K $315K
REGL	-17.9K - 77.57%	$72.52 - $82.35 $1.3M - $1.47M	5.17K $422K
QQQ	-2.57K - 20.82%	$434.77 - $502.96 $1.12M - $1.29M	9.75K $4.76M
DGRW	-13.9K - 33.52%	$75.88 - $83.21 $1.05M - $1.15M	27.5K $2.29M
USFR	-14.1K - 33.9%	$50.2 - $50.48 $708K - $712K	27.5K $1.38M

Activity Summary All Purchases 54 New Holdings 17 Increased Positions 37 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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