Burt Wealth Advisors Purchases and Sells in Q3 2024

Burt Wealth Advisors

$399 Million
Q3 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	16.6K + 4.56%	$74.26 - $78.84 $1.23M - $1.31M	381K $29.8M
EFAV	1.68K + 0.59%	$69.31 - $77.34 $117K - $130K	287K $22M
SCHX	4.12K + 0.88%	$61.11 - $67.85 $252K - $279K	471K $31.9M
SPIB	25.8K + 3.41%	$32.36 - $33.78 $835K - $872K	782K $26.4M
STIP	2.1K + 1.77%	$98.99 - $101.51 $208K - $213K	121K $12.3M
VEA	6.95K + 158.88%	$47.6 - $53.31 $331K - $371K	11.3K $598K

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DBMF	25.6K New	$26.82 - $30.58 $687K - $783K	25.6K $720K
EGBN	13.9K New	$17.97 - $23.75 $251K - $331K	13.9K $314K
NSC	915 New	$213.75 - $259.69 $196K - $238K	915 $227K
PNC	1.2K New	$156.14 - $187.2 $187K - $224K	1.2K $221K
CAT	544 New	$316.8 - $391.12 $172K - $213K	544 $212K
VB	881 New	$214.77 - $237.72 $189K - $209K	881 $208K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CACI	-500 - 0.62%	$427.76 - $427.76 $214K - $214K	80.7K $34.5M
MSFT	-123 - 1.07%	$395.15 - $467.56 $48.6K - $57.5K	11.4K $4.9M
XOM	-1.88K - 15.59%	$109.72 - $119.0 $206K - $224K	10.2K $1.19M
GOOGL	-455 - 7.97%	$148.65 - $191.18 $67.6K - $87K	5.25K $871K
VTEB	-4.55K - 4.72%	$49.93 - $51.15 $227K - $233K	91.7K $4.69M
BSV	-1.79K - 10.39%	$76.38 - $78.87 $137K - $141K	15.5K $1.22M

Activity Summary All Purchases 28 New Holdings 9 Increased Positions 19 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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