Lji Wealth Management, LLC Purchases and Sells in Q3 2024

Lji Wealth Management, LLC

$489 Billion
Q3 2024

Top Buys

Incresed Positions

79 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	17.9K + 2.0%	$113.41 - $125.62 $2.03M - $2.25M	913K $115B
SLQD	51.2K + 6.1%	$49.07 - $50.44 $2.51M - $2.58M	891K $44.9B
IWM	4.26K + 4.36%	$200.87 - $224.6 $855K - $956K	102K $22.5B
IWR	8.97K + 6.17%	$79.92 - $88.19 $717K - $791K	154K $13.6B
AAPL	153 + 0.23%	$207.23 - $234.82 $31.7K - $35.9K	67.3K $15.7B
VTWG	2.23K + 3.75%	$186.75 - $211.16 $416K - $471K	61.7K $12.8B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMCI	2.88K New	$386.46 - $909.96 $1.11M - $2.62M	2.88K $1.2B
OXY	12.8K New	$49.91 - $63.73 $641K - $818K	12.8K $662M
ARM HOLDINGS PLC	4.4K New	N/A	4.4K $629M
DFUS	9.6K New	$56.04 - $62.2 $538K - $597K	9.6K $597M
CTSH	4.17K New	$66.89 - $77.87 $279K - $324K	4.17K $321M
LOW	1.02K New	$213.3 - $270.78 $218K - $276K	1.02K $276M

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VKTX	-11.8K - 39.07%	$49.84 - $70.47 $588K - $832K	18.4K $1.16B
IVV	-622 - 31.67%	$520.18 - $576.82 $324K - $359K	1.34K $774M
DIS	-2.4K - 19.46%	$85.6 - $98.61 $205K - $237K	9.93K $955M
WFC	-1.98K - 8.09%	$51.58 - $60.97 $102K - $121K	22.5K $1.27B
KHC	-5.15K - 36.92%	$31.86 - $36.13 $164K - $186K	8.8K $309M
NVO	-150 - 3.42%	$119.07 - $145.42 $17.9K - $21.8K	4.23K $504M

Activity Summary All Purchases 90 New Holdings 11 Increased Positions 79 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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