Montis Financial, LLC Purchases and Sells in Q3 2024

Montis Financial, LLC

$280 Million
Q3 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	12.6K + 3402.98%	$520.18 - $576.82 $6.53M - $7.24M	12.9K $7.46M
IEFA	68.4K + 22.76%	$70.09 - $78.74 $4.8M - $5.39M	369K $28.8M
RSP	21.2K + 61.33%	$162.83 - $179.16 $3.45M - $3.8M	55.8K $9.99M
SCHD	29.2K + 93.25%	$77.02 - $85.06 $2.25M - $2.49M	60.5K $5.12M
JEPI	37.7K + 66.97%	$54.98 - $59.51 $2.07M - $2.24M	93.9K $5.59M
SPY	2.86K + 42.98%	$517.38 - $573.86 $1.48M - $1.64M	9.5K $5.45M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	128K New	$57.32 - $62.65 $7.31M - $7.99M	128K $7.95M
IJR	45.4K New	$105.53 - $118.34 $4.79M - $5.37M	45.4K $5.31M
IYW	19.9K New	$133.16 - $158.73 $2.66M - $3.17M	19.9K $3.02M
GRID	19.5K New	$110.06 - $128.44 $2.15M - $2.51M	19.5K $2.49M
SPDW	55K New	$33.74 - $37.96 $1.86M - $2.09M	55K $2.07M
FXO	22.2K New	$45.78 - $51.72 $1.02M - $1.15M	22.2K $1.14M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	-20K - 6.96%	$76.94 - $79.54 $1.54M - $1.59M	267K $21.2M
SCHX	-19.4K - 12.56%	$61.11 - $67.85 $1.18M - $1.31M	135K $9.14M
NVO	-2.45K - 14.93%	$119.07 - $145.42 $292K - $356K	14K $1.66M
DFAX	-9.66K - 50.81%	$24.29 - $27.25 $235K - $263K	9.35K $252K
GOOGL	-191 - 1.88%	$148.65 - $191.18 $28.4K - $36.5K	9.94K $1.65M
PEP	-648 - 21.41%	$161.9 - $179.3 $105K - $116K	2.38K $404K

Activity Summary All Purchases 64 New Holdings 29 Increased Positions 35 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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