Principle Wealth Partners LLC Purchases and Sells in Q3 2024

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

Top Buys

Incresed Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	101K + 64.08%	$105.53 - $118.34 $10.7M - $12M	259K $30.3M
FMHI	196K + 126.54%	$48.27 - $49.43 $9.48M - $9.71M	352K $17.4M
XLG	158K + 19.29%	$42.54 - $47.97 $6.74M - $7.6M	980K $46.6M
AAPL	794 + 0.22%	$207.23 - $234.82 $165K - $186K	370K $86.1M
SCHD	30.6K + 5.96%	$77.02 - $85.06 $2.36M - $2.61M	544K $46M
MCD	209 + 0.31%	$245.82 - $304.51 $51.4K - $63.6K	68K $20.7M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VWO	6.22K New	$41.9 - $48.26 $260K - $300K	6.22K $297K
KNTK	6.17K New	$38.59 - $47.43 $238K - $293K	6.17K $279K
MCO	525 New	$421.49 - $494.67 $221K - $260K	525 $249K
SPYV	4.65K New	$48.51 - $52.86 $225K - $246K	4.65K $245K
AWK	1.53K New	$127.76 - $149.9 $195K - $229K	1.53K $223K
SPHD	4.27K New	$44.07 - $50.57 $188K - $216K	4.27K $216K

Top Sells

Reduced Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHW	-43.4K - 88.53%	$61.74 - $76.08 $2.68M - $3.3M	5.63K $364K
INTC	-75K - 45.65%	$18.9 - $34.87 $1.42M - $2.61M	89.3K $2.09M
GOOGL	-738 - 0.82%	$148.65 - $191.18 $110K - $141K	89.8K $14.9M
QCOM	-1.93K - 4.55%	$156.12 - $209.64 $301K - $405K	40.5K $6.89M
AMZN	-1.03K - 0.66%	$161.02 - $200.0 $166K - $207K	156K $29.1M
BA	-810 - 3.53%	$152.04 - $190.6 $123K - $154K	22.1K $3.36M

Activity Summary All Purchases 123 New Holdings 25 Increased Positions 98 All Sells 94 Reductions 94 Sold out 0 Calls 0 Puts 0

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