Horizon Family Wealth, Inc. Purchases and Sells in Q3 2024

Horizon Family Wealth, Inc.

$132 Million
Q3 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	21.6K + 34.79%	$98.97 - $99.59 $2.14M - $2.15M	83.6K $8.33M
VO	600 + 2.53%	$237.84 - $263.83 $143K - $158K	24.4K $6.42M
VOO	397 + 11.31%	$475.2 - $527.7 $189K - $209K	3.91K $2.06M
CBOE	1.2K + 90.82%	$168.57 - $213.65 $202K - $256K	2.52K $513K
INTF	322 + 0.26%	$28.08 - $31.79 $9.04K - $10.2K	125K $3.93M
VB	50 + 0.55%	$214.77 - $237.72 $10.7K - $11.9K	9.14K $2.17M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BBIN	37.5K New	$56.88 - $63.65 $2.14M - $2.39M	37.5K $2.37M
VRT	3.06K New	$86.66 - $86.66 $265K - $265K	3.06K $265K
GTLS	2.06K New	$106.83 - $168.99 $220K - $347K	2.06K $255K
VTV	1.32K New	$159.75 - $174.57 $211K - $231K	1.32K $230K
JMST	4.24K New	$50.61 - $50.96 $215K - $216K	4.24K $215K
EMN	1.83K New	$93.82 - $113.74 $172K - $208K	1.83K $204K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	-20K - 17.53%	$84.77 - $97.13 $1.69M - $1.94M	93.9K $8.99M
AMZN	-3.68K - 81.01%	$161.02 - $200.0 $593K - $736K	863 $160K
MBB	-1.91K - 45.27%	$90.85 - $96.66 $174K - $185K	2.31K $221K
GSIE	-1.7K - 0.47%	N/A	360K $11.3M
NVDA	-121 - 0.95%	$98.91 - $134.91 $12K - $16.3K	12.6K $1.53M
IJR	-3.09K - 9.8%	$105.53 - $118.34 $326K - $366K	28.5K $3.33M

Activity Summary All Purchases 59 New Holdings 8 Increased Positions 51 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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