Mgo Private Wealth, LLC Purchases and Sells in Q4 2024

Mgo Private Wealth, LLC

$138 Million
Q4 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	12K + 484.05%	$92.08 - $98.18 $1.11M - $1.18M	14.5K $1.34M
VOO	193 + 0.34%	$521.84 - $558.82 $101K - $108K	57.8K $31.1M
BND	16.4K + 12.07%	$71.75 - $75.11 $1.18M - $1.23M	152K $10.9M
BXSL	8K + 7.18%	$29.25 - $33.27 $234K - $266K	119K $3.86M
AMZN	60 + 0.52%	$180.88 - $232.93 $10.9K - $14K	11.7K $2.56M
VWOB	5.22K + 20.25%	N/A	31K $1.93M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LTPZ	45K New	$52.07 - $58.13 $2.34M - $2.61M	45K $2.34M
TLH	13.6K New	$99.04 - $109.59 $1.35M - $1.49M	13.6K $1.36M
RSP	6.74K New	$174.22 - $187.62 $1.17M - $1.27M	6.74K $1.18M
TSLA	1.69K New	$213.65 - $479.86 $361K - $810K	1.69K $682K
IEI	3.39K New	$115.08 - $119.55 $390K - $406K	3.39K $391K
SOXX	1.08K New	$211.27 - $239.8 $228K - $259K	1.08K $232K

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	-80.4K - 39.71%	$57.78 - $60.4 $4.65M - $4.86M	122K $7.08M
VGK	-8.06K - 8.14%	$63.27 - $70.31 $510K - $567K	90.9K $5.77M
AGG	-684 - 0.64%	$96.64 - $101.23 $66.1K - $69.2K	107K $10.4M
IEUR	-2.24K - 6.59%	$53.86 - $60.27 $120K - $135K	31.7K $1.71M
BIL	-3.08K - 42.55%	$91.29 - $91.8 $281K - $283K	4.16K $379K
VTIP	-4.84K - 34.67%	$48.33 - $49.08 $234K - $238K	9.12K $441K

Activity Summary All Purchases 28 New Holdings 7 Increased Positions 21 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.