Fi3 Financial Advisors, LLC Purchases and Sells in Q4 2024

Fi3 Financial Advisors, LLC

$266 Million
Q4 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNQ	26.2K + 182.18%	$87.85 - $98.6 $2.31M - $2.59M	40.7K $3.62M
IEFA	23.9K + 69.51%	$70.06 - $77.43 $1.68M - $1.85M	58.4K $4.1M
IEMG	18.2K + 442.95%	N/A	22.3K $1.19M
TSLA	373 + 7.62%	$213.65 - $479.86 $79.7K - $179K	5.27K $2.13M
AMZN	676 + 3.77%	$180.88 - $232.93 $122K - $157K	18.6K $4.09M
AVGO	106 + 1.27%	$159.67 - $250.0 $16.9K - $26.5K	8.45K $1.96M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCZ	78.4K New	$60.13 - $67.31 $4.71M - $5.27M	78.4K $4.76M
AGG	44.3K New	$96.64 - $101.23 $4.28M - $4.48M	44.3K $4.29M
PANW	3.83K New	$181.96 - $405.9 $697K - $1.56M	3.83K $697K
PLTR	7.01K New	$36.46 - $82.38 $255K - $577K	7.01K $529K
CSCO	5.71K New	$52.45 - $60.02 $299K - $343K	5.71K $337K
PFE	12.7K New	$24.8 - $30.19 $315K - $383K	12.7K $336K

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-6.65K - 0.94%	$47.57 - $52.44 $316K - $349K	701K $33.5M
EFA	-1.72K - 2.66%	$75.1 - $82.99 $129K - $143K	63.1K $4.77M
IJR	-487 - 0.16%	$113.92 - $127.38 $55.5K - $62K	310K $35.7M
VTI	-1.93K - 9.27%	$280.04 - $302.45 $540K - $583K	18.9K $5.47M
XOM	-1.27K - 13.77%	$105.51 - $125.37 $134K - $159K	7.95K $855K
PEP	-846 - 26.94%	$151.29 - $176.1 $128K - $149K	2.29K $348K

Activity Summary All Purchases 73 New Holdings 17 Increased Positions 56 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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