Avid Wealth Partners LLC Purchases and Sells in Q2 2024

Avid Wealth Partners LLC

$129 Billion
Q2 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	161K + 100.66%	$42.0 - $47.28 $6.77M - $7.62M	321K $15.1B
IVW	61.5K + 100.58%	$79.31 - $93.31 $4.88M - $5.74M	123K $11.4B
VTEB	47.2K + 534.57%	$49.55 - $50.44 $2.34M - $2.38M	56K $2.81B
OEF	1.62K + 2.09%	$234.68 - $265.99 $380K - $431K	79.2K $20.9B
EPI	13.9K + 28.39%	$43.7 - $48.28 $607K - $670K	62.8K $3.03B
IYW	2.93K + 10.68%	$124.75 - $153.46 $365K - $449K	30.4K $4.57B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HEFA	190K New	$33.83 - $35.94 $6.41M - $6.81M	190K $6.74B
VV	1.58K New	$227.27 - $251.65 $358K - $397K	1.58K $393M
ITOT	2.24K New	$108.78 - $119.23 $244K - $267K	2.24K $266M
VTV	1.44K New	$154.57 - $163.65 $222K - $235K	1.44K $230M
JPM	1.1K New	$180.08 - $204.79 $198K - $225K	1.1K $222M
SUB	1.97K New	$104.04 - $104.8 $204K - $206K	1.97K $205M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-85.7K - 57.21%	$70.77 - $76.19 $6.06M - $6.53M	64.1K $4.66B
IVV	-9.61K - 43.79%	$497.53 - $549.64 $4.78M - $5.28M	12.3K $6.75B
MUB	-31.9K - 62.9%	$105.37 - $107.16 $3.36M - $3.42M	18.8K $2.01B
MINT	-6.44K - 31.37%	$100.13 - $100.67 $645K - $648K	14.1K $1.42B
JAAA	-12.3K - 29.97%	$50.49 - $50.93 $620K - $625K	28.7K $1.46B
TLH	-3.12K - 7.8%	$98.66 - $105.11 $308K - $328K	36.9K $3.79B

Activity Summary All Purchases 21 New Holdings 7 Increased Positions 14 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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