Crestmont Private Wealth LLC Purchases and Sells in Q3 2024

Crestmont Private Wealth LLC

$229 Billion
Q3 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.03K + 3.1%	$520.18 - $576.82 $1.57M - $1.75M	101K $58B
VOO	2.1K + 2.48%	$475.2 - $527.7 $998K - $1.11M	87K $45.9B
VWO	7.96K + 2.7%	$41.9 - $48.26 $333K - $384K	303K $14.5B
DFAR	2.33K + 0.66%	$21.91 - $26.03 $51.1K - $60.6K	354K $9.07B
PIMCO ETF TR	25.8K + 6.72%	N/A	410K $10.9B
VEA	3.26K + 1.43%	$47.6 - $53.31 $155K - $174K	232K $12.3B

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CBRE	2.12K New	$85.97 - $124.48 $182K - $263K	2.12K $263M
MHK	1.57K New	$108.83 - $162.7 $171K - $256K	1.57K $253M
PSA	692 New	$283.13 - $365.01 $196K - $253K	692 $252M
HCA	591 New	$315.12 - $406.43 $186K - $240K	591 $240M
FOX	6.18K New	$31.8 - $38.86 $196K - $240K	6.18K $240M
IBM	1.08K New	$175.1 - $223.38 $189K - $241K	1.08K $239M

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-28.2K - 92.36%	$109.72 - $119.0 $3.1M - $3.36M	2.34K $274M
STEL	-71.4K - 71.37%	N/A	28.7K $742M
CVX	-1.07K - 19.81%	$137.88 - $161.97 $148K - $173K	4.33K $638M
MRO	-5.31K - 38.82%	$25.87 - $29.26 $137K - $155K	8.37K $223M
EOG	-289 - 11.64%	$117.9 - $132.65 $34.1K - $38.3K	2.19K $270M

Activity Summary All Purchases 103 New Holdings 37 Increased Positions 66 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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