Ivc Wealth Advisors LLC Purchases and Sells in Q3 2024

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	18.5K + 26.74%	$50.52 - $50.95 $933K - $941K	87.5K $4.45M
JEPQ	16.7K + 39.8%	$49.7 - $56.11 $832K - $940K	58.8K $3.23M
COWZ	4.4K + 3.63%	$53.41 - $57.9 $235K - $255K	126K $7.26M
JEPI	2.06K + 1.3%	$54.98 - $59.51 $113K - $122K	160K $9.53M
VTWG	683 + 4.98%	$186.75 - $211.16 $128K - $144K	14.4K $2.99M
XOM	2.66K + 36.31%	$109.72 - $119.0 $291K - $316K	9.97K $1.17M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMBS	8.52K New	$44.13 - $47.01 $376K - $400K	8.52K $397K
K	3.24K New	$56.19 - $80.81 $182K - $262K	3.24K $261K
AXP	814 New	$225.92 - $271.17 $184K - $221K	814 $220K
EEFT	2.18K New	$92.68 - $108.63 $202K - $237K	2.18K $216K
ECL	814 New	$228.86 - $255.76 $186K - $208K	814 $207K
GIS	2.81K New	$62.5 - $75.15 $176K - $211K	2.81K $207K

Top Sells

Reduced Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-4.58K - 14.79%	$98.91 - $134.91 $453K - $618K	26.4K $3.2M
META	-1.54K - 25.83%	$453.41 - $572.44 $700K - $883K	4.43K $2.54M
VMBS	-8.33K - 21.69%	$44.9 - $47.55 $374K - $396K	30.1K $1.42M
AMD	-2K - 46.56%	$128.67 - $183.96 $257K - $368K	2.29K $376K
LLY	-311 - 17.06%	$772.14 - $960.02 $240K - $299K	1.51K $1.34M
ADBE	-295 - 7.33%	$508.13 - $586.55 $150K - $173K	3.73K $1.93M

Activity Summary All Purchases 50 New Holdings 10 Increased Positions 40 All Sells 100 Reductions 100 Sold out 0 Calls 0 Puts 0

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