New Insight Wealth Advisors Purchases and Sells in Q4 2024

New Insight Wealth Advisors

$200 Billion
Q4 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	19.1K + 54.04%	$174.22 - $187.62 $3.32M - $3.58M	54.4K $9.53B
FBND	57.8K + 30.38%	$44.87 - $46.86 $2.59M - $2.71M	248K $11.1B
XSMO	14.4K + 334.94%	$65.08 - $73.72 $938K - $1.06M	18.7K $1.24B
VGT	652 + 5.26%	$571.78 - $647.97 $373K - $422K	13.1K $8.12B
IXN	6.93K + 9.64%	$80.67 - $87.84 $559K - $608K	78.8K $6.67B
XMHQ	7.81K + 129.89%	$98.47 - $109.35 $769K - $854K	13.8K $1.36B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIRTUS ETF TR II	66.6K New	N/A	66.6K $1.62B
ILCG	5.09K New	N/A	5.09K $456M
BND	3.49K New	$71.75 - $75.11 $250K - $262K	3.49K $251M
PLTR	2.94K New	$36.46 - $82.38 $107K - $242K	2.94K $223M
MUB	1.99K New	$105.78 - $108.7 $210K - $216K	1.99K $212M
CRWD	617 New	$275.15 - $388.2 $170K - $240K	617 $211M

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIGI	-7.11K - 8.46%	$79.93 - $88.06 $569K - $626K	77K $6.16B
CRM	-3.35K - 48.54%	$270.87 - $367.87 $906K - $1.23M	3.55K $1.19B
VIOO	-3.93K - 3.43%	$105.45 - $117.99 $414K - $463K	110K $11.7B
WPC	-3.47K - 6.48%	$53.44 - $61.33 $185K - $213K	50K $2.72B
PEY	-17.1K - 8.87%	$21.1 - $23.08 $361K - $395K	176K $3.74B
SPG	-3.46K - 9.37%	$167.23 - $183.84 $579K - $636K	33.5K $5.76B

Activity Summary All Purchases 44 New Holdings 6 Increased Positions 38 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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