Bcr Wealth Strategies, LLC Purchases and Sells in Q3 2024

Bcr Wealth Strategies, LLC

  • $212 Million
  • Q3 2024

Top Buys

Incresed Positions

9 operations
Stock Shares change Price Range Shares Held Trade History
18.8K
+ 2.96%
$86.27 - $95.15 $1.62M - $1.79M
653K $62.1M
13.7K
+ 4.52%
$60.09 - $67.67 $825K - $929K
317K $21.3M
29.2K
+ 5.65%
$40.41 - $42.73 $1.18M - $1.25M
547K $23.2M
3.52K
+ 3.32%
$82.97 - $98.97 $292K - $348K
109K $10.7M
18.4K
+ 3.66%
$41.34 - $43.55 $760K - $800K
521K $22.5M
28.8K
+ 6.39%
$25.21 - $28.46 $727K - $820K
480K $13.5M
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
633K
New
N/A
633K $33.4M
DIMENSIONAL ETF TRUST
241K
New
N/A
241K $12.6M
2.48K
New
$90.01 - $95.32 $223K - $236K
2.48K $234K

Top Sells

Reduced Positions

7 operations
Stock Shares change Price Range Shares Held Trade History
-1.5K
- 18.36%
$83.97 - $97.17 $126K - $146K
6.67K $644K
-117
- 5.03%
$107.72 - $119.96 $12.6K - $14K
2.21K $264K
-221
- 5.51%
$88.24 - $99.7 $19.5K - $22K
3.79K $363K
-269
- 1.71%
$57.2 - $65.59 $15.4K - $17.6K
15.4K $997K
-97
- 0.75%
$51.0 - $57.07 $4.95K - $5.54K
12.8K $712K
-442
- 6.44%
$77.0 - $90.52 $34K - $40K
6.42K $578K
View all
Activity Summary
Buys All Purchases 12 New Holdings 3 Increased Positions 9 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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