Lantz Financial LLC Purchases and Sells in Q4 2024

Lantz Financial LLC

$356 Million
Q4 2024

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSV	109K + 105.89%	$30.18 - $33.87 $3.3M - $3.71M	213K $6.55M
AMZN	778 + 2.72%	$180.88 - $232.93 $141K - $181K	29.4K $6.45M
BSCQ	53.7K + 16.27%	$19.38 - $19.58 $1.04M - $1.05M	384K $7.45M
BSCP	47.8K + 18.07%	$20.6 - $20.71 $984K - $990K	312K $6.45M
AAPL	537 + 1.65%	$221.69 - $259.02 $119K - $139K	33.1K $8.29M
NVDA	890 + 2.19%	$117.0 - $148.88 $104K - $133K	41.6K $5.58M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSCR	71.8K New	$19.42 - $19.76 $1.39M - $1.42M	71.8K $1.4M
AWK	8.08K New	$123.83 - $146.07 $1M - $1.18M	8.08K $1.01M
MTUM	4.58K New	$201.32 - $217.44 $921K - $995K	4.58K $946K
IBMP	27.2K New	$25.08 - $25.43 $682K - $692K	27.2K $683K
IAU	10.9K New	$48.37 - $52.65 $527K - $574K	10.9K $539K
BMO	3.02K New	$89.75 - $103.39 $271K - $312K	3.02K $293K

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJUL	-1.77K - 0.62%	$27.59 - $29.25 $48.9K - $51.9K	284K $7.86M
DOW	-51 - 0.17%	$39.1 - $55.34 $1.99K - $2.82K	30.7K $1.23M
HSY	-205 - 2.04%	$168.67 - $193.65 $34.6K - $39.7K	9.82K $1.66M
MSFT	-65 - 0.25%	$406.35 - $454.46 $26.4K - $29.5K	26.2K $11M
FNF	-155 - 0.38%	$55.19 - $63.83 $8.55K - $9.89K	40.8K $2.29M
MRK	-460 - 3.17%	$96.31 - $114.76 $44.3K - $52.8K	14K $1.4M

Activity Summary All Purchases 126 New Holdings 14 Increased Positions 112 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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