Bsw Wealth Partners Purchases and Sells in Q4 2024

Bsw Wealth Partners

$676 Million
Q4 2024

Top Buys

Incresed Positions

187 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	7.37K + 7.17%	$221.69 - $259.02 $1.63M - $1.91M	110K $27.6M
MUB	31.8K + 663.48%	$105.78 - $108.7 $3.36M - $3.45M	36.5K $3.89M
IVV	1.33K + 0.76%	$570.51 - $610.59 $761K - $815K	177K $104M
VTI	8.04K + 55.35%	$280.04 - $302.45 $2.25M - $2.43M	22.6K $6.54M
AVUS	15K + 4.53%	$94.36 - $102.06 $1.42M - $1.53M	346K $33.6M
NVDA	6.5K + 9.28%	$117.0 - $148.88 $761K - $968K	76.5K $10.3M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMST	22.7K New	$50.67 - $50.9 $1.15M - $1.16M	22.7K $1.15M
IEI	8.63K New	$115.08 - $119.55 $993K - $1.03M	8.63K $997K
RSP	2.59K New	$174.22 - $187.62 $451K - $486K	2.59K $453K
SDY	3.42K New	$131.66 - $144.0 $451K - $493K	3.42K $452K
DIA	845 New	$417.69 - $450.94 $353K - $381K	845 $359K
SONY	14.3K New	$17.53 - $96.8 $250K - $1.38M	14.3K $301K

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVDE	-6.28K - 1.05%	$60.9 - $66.69 $382K - $419K	591K $36.3M
VTEB	-22.4K - 2.87%	$49.79 - $51.14 $1.12M - $1.15M	759K $38M
AVES	-3.5K - 1.9%	$46.2 - $53.09 $162K - $186K	181K $8.37M
MGV	-7.98K - 10.3%	$124.06 - $133.48 $989K - $1.06M	69.5K $8.68M
AVEM	-1.83K - 0.93%	$58.59 - $66.14 $107K - $121K	196K $11.5M
EFA	-3.33K - 4.55%	$75.1 - $82.99 $250K - $277K	69.9K $5.28M

Activity Summary All Purchases 212 New Holdings 25 Increased Positions 187 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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