Wealth Effects LLC Purchases and Sells in Q3 2024

Wealth Effects LLC

$255 Million
Q3 2024

Top Buys

Incresed Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	2.78K + 10.57%	$255.18 - $283.2 $710K - $788K	29.1K $8.24M
AVGO	12.3K + 1559.72%	$136.27 - $1745.86 $1.67M - $21.4M	13.1K $2.25M
META	90 + 0.78%	$453.41 - $572.44 $40.8K - $51.5K	11.6K $6.67M
IBM	700 + 5.0%	$175.1 - $223.38 $123K - $156K	14.7K $3.25M
MU	8.67K + 152.51%	$86.27 - $136.82 $748K - $1.19M	14.4K $1.49M
TTD	425 + 0.74%	$83.08 - $110.79 $35.3K - $47.1K	57.9K $6.35M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IRDM	17.5K New	$25.17 - $31.03 $440K - $543K	17.5K $532K
VST	3.7K New	$69.0 - $119.06 $255K - $441K	3.7K $438K
CEG	1.63K New	$167.08 - $262.86 $273K - $429K	1.63K $424K
DELL	3.11K New	$87.89 - $145.97 $273K - $453K	3.11K $368K
HUMA	64.2K New	$5.11 - $9.46 $328K - $607K	64.2K $349K
FCG	10.7K New	$23.05 - $27.24 $247K - $292K	10.7K $254K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-18.7K - 8.54%	$98.91 - $134.91 $1.85M - $2.52M	200K $24.3M
GOOGL	-1.57K - 4.44%	$148.65 - $191.18 $234K - $300K	33.8K $5.6M
INDI	-64K - 37.49%	$3.18 - $7.42 $204K - $475K	107K $425K
MSFT	-308 - 1.54%	$395.15 - $467.56 $122K - $144K	19.6K $8.44M
THW	-33.4K - 53.78%	$12.66 - $13.37 $423K - $447K	28.7K $381K
GOOG	-1.64K - 23.19%	$149.54 - $192.66 $246K - $317K	5.45K $910K

Activity Summary All Purchases 96 New Holdings 18 Increased Positions 78 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Effects LLC with notifications on news.