Goodwin Investment Advisory Purchases and Sells in Q4 2024

Goodwin Investment Advisory

$191 Million
Q4 2024

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	71K + 11.08%	$44.87 - $46.86 $3.18M - $3.33M	711K $31.9M
SCHP	139K + 116.71%	$25.74 - $53.78 $3.58M - $7.48M	258K $6.67M
MUB	2.48K + 48.28%	$105.78 - $108.7 $262K - $269K	7.6K $809K
ONEQ	1.94K + 61.96%	$70.54 - $79.61 $136K - $154K	5.06K $384K
TIP	1.44K + 66.78%	$106.33 - $110.69 $153K - $159K	3.59K $382K
AAPL	16 + 0.74%	$221.69 - $259.02 $3.55K - $4.14K	2.17K $543K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PHYL	236K New	$34.74 - $35.59 $8.19M - $8.39M	236K $8.19M
JMUB	36.4K New	$50.02 - $51.24 $1.82M - $1.86M	36.4K $1.82M
NYF	11.4K New	$52.85 - $54.34 $602K - $619K	11.4K $606K
TSLA	706 New	$213.65 - $479.86 $151K - $339K	706 $285K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FVAL	-633K - 76.88%	$60.19 - $64.39 $38.1M - $40.7M	190K $11.7M
IWR	-184K - 78.81%	$87.25 - $95.52 $16M - $17.5M	49.4K $4.36M
VBR	-3.8K - 7.02%	$197.36 - $217.3 $749K - $825K	50.3K $9.97M
MUNI	-1.72K - 2.0%	$51.58 - $52.91 $88.6K - $90.9K	84.1K $4.35M
USRT	-694 - 2.61%	$55.97 - $62.75 $38.8K - $43.5K	25.9K $1.49M
ITM	-288 - 0.54%	$45.56 - $46.97 $13.1K - $13.5K	53.5K $2.47M

Activity Summary All Purchases 10 New Holdings 4 Increased Positions 6 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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