Lantz Financial LLC Purchases and Sells in Q3 2024

Lantz Financial LLC

$351 Million
Q3 2024

Top Buys

Incresed Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCP	250K + 1680.08%	$20.47 - $20.71 $5.11M - $5.17M	265K $5.46M
CGXU	104K + 31.2%	$24.27 - $27.46 $2.51M - $2.84M	435K $11.7M
BSCQ	118K + 55.76%	$19.2 - $19.63 $2.27M - $2.32M	330K $6.45M
EFV	30.8K + 80.79%	$51.72 - $57.96 $1.59M - $1.78M	68.8K $3.96M
AAPL	2.83K + 9.52%	$207.23 - $234.82 $587K - $665K	32.6K $7.59M
HDV	1.73K + 1.8%	$107.62 - $118.76 $186K - $206K	98.1K $11.5M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DISV	112K New	$26.06 - $29.18 $2.92M - $3.27M	112K $3.26M
IBTH	88.1K New	$21.96 - $22.69 $1.93M - $2M	88.1K $1.99M
IUSV	8.67K New	$87.56 - $95.49 $759K - $827K	8.67K $827K
PJUL	10K New	$37.89 - $40.48 $380K - $406K	10K $405K
SBUX	3.33K New	$72.51 - $98.6 $241K - $328K	3.33K $324K
TSLA	1.22K New	$191.76 - $263.26 $233K - $320K	1.22K $318K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTE	-85.5K - 90.86%	$23.88 - $24.01 $2.04M - $2.05M	8.61K $206K
HEFA	-16.4K - 64.58%	$32.34 - $35.85 $530K - $587K	8.99K $318K
UPS	-3.93K - 25.68%	$123.32 - $147.38 $485K - $579K	11.4K $1.55M
SGOV	-3.3K - 22.1%	$100.3 - $100.74 $331K - $332K	11.6K $1.17M
IEMG	-5.87K - 23.11%	$53.64 - $53.64 $315K - $315K	19.5K $1.05M
CVX	-233 - 1.0%	$137.88 - $161.97 $32.1K - $37.7K	23.1K $3.4M

Activity Summary All Purchases 157 New Holdings 27 Increased Positions 130 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.