Waller Financial Planning Group, Inc Purchases and Sells in Q3 2024

Waller Financial Planning Group, Inc

41 operations

Stock	Shares change	Price Range	Shares Held
SPSM	2.04K + 0.25%	$41.02 - $46.01 $83.8K - $94K	814K $37.1M
XLRE	3.61K + 0.78%	$38.04 - $45.36 $137K - $164K	466K $20.8M
SPMD	1.52K + 0.22%	$50.29 - $54.92 $76.4K - $83.5K	684K $37.4M
SPDW	1.83K + 0.2%	$33.74 - $37.96 $61.7K - $69.5K	899K $33.8M
IVV	815 + 1.55%	$520.18 - $576.82 $424K - $470K	53.3K $30.8M
SPEM	4.18K + 0.9%	$36.02 - $41.68 $151K - $174K	468K $19.3M

4 operations

Stock	Shares change	Price Range	Shares Held
PM	2.35K New	$101.25 - $127.45 $238K - $300K	2.35K $285K
BLDR	1.23K New	$132.6 - $201.83 $162K - $247K	1.23K $237K
WMT	2.8K New	$66.91 - $81.4 $188K - $228K	2.8K $226K
AVGO	1.22K New	$136.27 - $1745.86 $166K - $2.13M	1.22K $210K

12 operations

Stock	Shares change	Price Range	Shares Held
BNDX	-11.5K - 28.17%	$48.42 - $50.35 $559K - $581K	29.4K $1.48M
FLOT	-392 - 0.94%	$50.63 - $51.11 $19.8K - $20K	41.4K $2.11M
QQQ	-24 - 2.19%	$434.77 - $502.96 $10.4K - $12.1K	1.07K $523K
JEPI	-153 - 3.11%	$54.98 - $59.51 $8.41K - $9.11K	4.77K $283K
SPTM	-260 - 1.69%	$63.28 - $70.06 $16.5K - $18.2K	15.2K $1.06M
VOE	-10 - 0.33%	$149.02 - $167.67 $1.49K - $1.68K	3.06K $513K

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