Montis Financial, LLC Purchases and Sells in Q4 2024

Montis Financial, LLC

$322 Million
Q4 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	127K + 181.91%	$33.92 - $36.6 $4.31M - $4.65M	197K $6.81M
IVV	5.84K + 45.2%	$570.51 - $610.59 $3.33M - $3.57M	18.8K $11M
AAPL	3.49K + 3.67%	$221.69 - $259.02 $774K - $904K	98.7K $24.7M
RSP	14.4K + 25.78%	$174.22 - $187.62 $2.5M - $2.7M	70.2K $12.3M
VIG	5.56K + 285.47%	N/A	7.51K $1.37M
EFA	14.7K + 87.21%	$75.1 - $82.99 $1.11M - $1.22M	31.6K $2.39M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HMOP	190K New	$38.56 - $39.45 $7.32M - $7.49M	190K $7.34M
VMBS	54.6K New	$45.17 - $47.23 $2.47M - $2.58M	54.6K $2.47M
SCHG	83.7K New	$25.93 - $105.3 $2.17M - $8.82M	83.7K $2.33M
SLQD	46.6K New	$49.58 - $50.28 $2.31M - $2.34M	46.6K $2.32M
IGV	19.6K New	$87.5 - $110.17 $1.71M - $2.16M	19.6K $1.96M
AGZ	17.1K New	$107.68 - $110.37 $1.84M - $1.89M	17.1K $1.85M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-8.42K - 2.28%	$70.06 - $77.43 $590K - $652K	361K $25.3M
IJR	-14.4K - 31.75%	$113.92 - $127.38 $1.64M - $1.83M	31K $3.57M
PFF	-3.72K - 0.48%	$31.23 - $33.51 $116K - $125K	774K $24.3M
VCSH	-7.3K - 2.73%	$77.86 - $79.27 $568K - $579K	260K $20.3M
GRID	-1.89K - 9.69%	$119.34 - $127.78 $226K - $242K	17.6K $2.11M
DGRO	-5.37K - 21.95%	$60.73 - $64.94 $326K - $349K	19.1K $1.17M

Activity Summary All Purchases 88 New Holdings 32 Increased Positions 56 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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