Tpg Financial Advisors, LLC Purchases and Sells in Q3 2024

Tpg Financial Advisors, LLC

$222 Million
Q3 2024

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	57.1K + 24.16%	$92.67 - $99.14 $5.29M - $5.66M	293K $28.8M
VTEB	42.4K + 168.79%	$49.93 - $51.15 $2.12M - $2.17M	67.5K $3.45M
SPYV	10.7K + 3.14%	$48.51 - $52.86 $519K - $565K	352K $18.6M
SPEM	15.5K + 5.99%	$36.02 - $41.68 $559K - $647K	275K $11.3M
IGIB	9.91K + 2.88%	$50.85 - $53.88 $504K - $534K	354K $19M
SPDW	10.6K + 4.63%	$33.74 - $37.96 $359K - $404K	241K $9.04M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	1.16K New	$175.1 - $223.38 $203K - $259K	1.16K $256K
TSLA	971 New	$191.76 - $263.26 $186K - $256K	971 $254K
BRK-B	449 New	$405.19 - $478.57 $182K - $215K	449 $206K
HCA	497 New	$315.12 - $406.43 $157K - $202K	497 $201K

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USRT	-91.3K - 49.55%	$53.07 - $62.66 $4.84M - $5.72M	93K $5.72M
MSFT	-754 - 22.33%	$395.15 - $467.56 $298K - $353K	2.62K $1.13M
NU	-33.6K - 22.65%	$10.71 - $15.14 $360K - $509K	115K $1.57M
VCIT	-5.46K - 6.12%	$79.29 - $84.02 $433K - $458K	83.6K $7M
AMZN	-333 - 8.28%	$161.02 - $200.0 $53.6K - $66.6K	3.69K $686K
GOOGL	-169 - 6.83%	$148.65 - $191.18 $25.1K - $32.3K	2.3K $382K

Activity Summary All Purchases 37 New Holdings 4 Increased Positions 33 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tpg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tpg Financial Advisors, LLC with notifications on news.