Madison Wealth Partners, Inc Purchases and Sells in Q4 2024

Madison Wealth Partners, Inc

$345 Million
Q4 2024

Top Buys

Incresed Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSG	48.1K + 14.09%	$129.96 - $144.97 $6.25M - $6.97M	389K $54.3M
DGRO	50.5K + 5.99%	$60.73 - $64.94 $3.07M - $3.28M	895K $54.9M
ONEQ	6.42K + 2.72%	$70.54 - $79.61 $453K - $511K	242K $18.4M
FBND	31.8K + 30.81%	$44.87 - $46.86 $1.43M - $1.49M	135K $6.05M
IVV	772 + 2.6%	$570.51 - $610.59 $440K - $471K	30.5K $17.9M
SCHB	340K + 214.07%	$22.01 - $66.82 $7.49M - $22.8M	500K $11.3M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	6.47K New	$58.88 - $64.8 $381K - $419K	6.47K $380K
GBTC	3.39K New	$47.29 - $84.74 $160K - $287K	3.39K $252K
JAAA	4.55K New	$50.62 - $50.97 $230K - $232K	4.55K $230K
NFLX	258 New	$687.65 - $936.56 $177K - $242K	258 $229K
DIS	1.81K New	$92.39 - $117.6 $167K - $212K	1.81K $200K
NXE	19.3K New	$6.6 - $8.88 $127K - $171K	19.3K $127K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	-2.02K - 2.15%	$65.95 - $72.56 $133K - $147K	92K $6.08M
IEFA	-1.12K - 2.61%	$70.06 - $77.43 $78.3K - $86.5K	41.7K $2.93M
MUB	-2.22K - 8.93%	$105.78 - $108.7 $235K - $241K	22.7K $2.41M
MSFT	-139 - 0.75%	$406.35 - $454.46 $56.5K - $63.2K	18.4K $7.75M
PGX	-8.25K - 8.38%	$11.42 - $12.5 $94.2K - $103K	90.1K $1.04M
QQQ	-1.19K - 6.34%	$481.22 - $538.17 $574K - $642K	17.6K $9.02M

Activity Summary All Purchases 83 New Holdings 10 Increased Positions 73 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.