High Note Wealth, LLC Purchases and Sells in Q3 2024

High Note Wealth, LLC

$350 Million
Q3 2024

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	8.92K + 19.09%	$520.18 - $576.82 $4.64M - $5.14M	55.6K $32.1M
SCHM	6.57K + 2.54%	$75.47 - $83.18 $496K - $546K	265K $22.1M
ESGD	3.66K + 1.3%	$75.63 - $84.89 $277K - $310K	285K $24M
UNH	89 + 0.39%	$488.01 - $604.18 $43.4K - $53.8K	23.2K $13.5M
AGG	10.7K + 426.24%	$96.25 - $101.98 $1.03M - $1.09M	13.2K $1.34M
TLT	10.8K + 343.6%	$89.91 - $101.33 $974K - $1.1M	14K $1.37M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	4.47K New	$92.67 - $99.14 $414K - $443K	4.47K $438K
HTLF	4.2K New	$43.37 - $58.97 $182K - $248K	4.2K $238K
PYPL	2.97K New	$57.22 - $80.08 $170K - $238K	2.97K $232K
FRDM	6.25K New	$31.97 - $37.3 $200K - $233K	6.25K $223K
MMM	1.55K New	$99.69 - $139.42 $154K - $216K	1.55K $211K
NKE	2.36K New	$71.09 - $89.44 $168K - $211K	2.36K $208K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MCD	-12.7K - 92.53%	$245.82 - $304.51 $3.12M - $3.87M	1.03K $312K
FLTR	-19.8K - 5.51%	$25.19 - $25.5 $498K - $504K	339K $8.63M
ATEC	-5K - 10.0%	$5.45 - $11.87 $27.3K - $59.3K	45K $250K
XLE	-615 - 0.98%	$84.35 - $93.39 $51.9K - $57.4K	62.3K $5.47M
SCHP	-5.7K - 6.5%	$51.58 - $53.79 $294K - $307K	82K $4.4M
MPC	-247 - 2.91%	$158.61 - $180.75 $39.2K - $44.6K	8.24K $1.34M

Activity Summary All Purchases 43 New Holdings 7 Increased Positions 36 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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