Wealth Alliance Purchases and Sells in Q4 2024

Wealth Alliance

$811 Million
Q4 2024

Top Buys

Incresed Positions

154 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.7K + 0.47%	$221.69 - $259.02 $376K - $439K	362K $90.6M
AMLP	47.8K + 19.75%	$46.48 - $51.32 $2.22M - $2.45M	290K $13.9M
IWM	9.98K + 786.05%	$216.13 - $242.4 $2.16M - $2.42M	11.2K $2.48M
EFG	33.7K + 32.84%	$96.83 - $106.88 $3.26M - $3.6M	136K $13.2M
IVLU	76.6K + 123.39%	$26.65 - $29.34 $2.04M - $2.25M	139K $3.76M
TSLA	641 + 7.79%	$213.65 - $479.86 $137K - $308K	8.87K $3.58M

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	21.9K New	$201.32 - $217.44 $4.4M - $4.76M	21.9K $4.53M
IWD	24K New	$183.23 - $199.79 $4.4M - $4.8M	24K $4.44M
EFA	47.5K New	$75.1 - $82.99 $3.57M - $3.94M	47.5K $3.59M
DVY	24K New	$129.55 - $143.41 $3.1M - $3.44M	24K $3.15M
EEM	39.8K New	$41.82 - $47.36 $1.66M - $1.89M	39.8K $1.66M
HDV	14.5K New	$110.82 - $121.28 $1.61M - $1.76M	14.5K $1.63M

Top Sells

Reduced Positions

285 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNQ	-35.6K - 29.27%	$87.85 - $98.6 $3.13M - $3.51M	86.1K $7.67M
IUSB	-49.9K - 9.01%	$45.07 - $47.1 $2.25M - $2.35M	504K $22.8M
IEFA	-38.6K - 68.36%	$70.06 - $77.43 $2.7M - $2.99M	17.9K $1.26M
MUB	-26.7K - 49.94%	$105.78 - $108.7 $2.82M - $2.9M	26.8K $2.85M
EFV	-16.9K - 5.88%	$51.78 - $57.15 $876K - $967K	271K $14.2M
IEF	-10.7K - 27.5%	$92.08 - $98.18 $989K - $1.05M	28.3K $2.62M

Activity Summary All Purchases 185 New Holdings 31 Increased Positions 154 All Sells 285 Reductions 285 Sold out 0 Calls 0 Puts 0

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