Nvest Financial, LLC Purchases and Sells in Q3 2024

Nvest Financial, LLC

$169 Million
Q3 2024

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VDC	6.37K + 353.91%	$201.77 - $221.32 $1.29M - $1.41M	8.18K $1.79M
SHW	1.86K + 97.38%	$294.65 - $384.0 $547K - $713K	3.76K $1.44M
VHT	1.61K + 9.48%	$261.88 - $288.1 $421K - $463K	18.6K $5.24M
SPY	349 + 2.59%	$517.38 - $573.86 $181K - $200K	13.8K $7.95M
COWZ	6.26K + 13.09%	$53.41 - $57.9 $334K - $363K	54.1K $3.13M
NEE	373 + 1.22%	$69.9 - $84.97 $26.1K - $31.7K	30.9K $2.61M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	895 New	$255.18 - $283.2 $228K - $253K	895 $253K
SDY	1.56K New	$125.95 - $142.04 $196K - $221K	1.56K $221K
UNF	1.02K New	$164.34 - $198.74 $168K - $203K	1.02K $202K
PVBC	15.4K New	$9.75 - $12.1 $150K - $187K	15.4K $166K
AIM ETF PRODUCTS TRUST	22.8K New	N/A	22.8K $0
AIM ETF PRODUCTS TRUST	27.4K New	N/A	27.4K $0

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCR	-7.95K - 64.98%	$291.88 - $341.94 $2.32M - $2.72M	4.29K $1.46M
GOOGL	-5.6K - 21.68%	$148.65 - $191.18 $833K - $1.07M	20.2K $3.36M
VGT	-2.34K - 60.75%	$514.43 - $606.85 $1.2M - $1.42M	1.51K $886K
CVX	-234 - 1.35%	$137.88 - $161.97 $32.3K - $37.9K	17.1K $2.52M
VDE	-440 - 2.46%	$117.44 - $131.06 $51.7K - $57.7K	17.5K $2.14M
MU	-85 - 1.8%	$86.27 - $136.82 $7.33K - $11.6K	4.63K $480K

Activity Summary All Purchases 54 New Holdings 7 Increased Positions 47 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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