Winthrop Advisory Group LLC Purchases and Sells in Q3 2024

Winthrop Advisory Group LLC

$826 Million
Q3 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	49.9K + 31.05%	$520.18 - $576.82 $26M - $28.8M	211K $121M
SPTM	425K + 1300.34%	$63.28 - $70.06 $26.9M - $29.8M	458K $32.1M
ACWX	341K + 4254.37%	$50.99 - $57.81 $17.4M - $19.7M	349K $20M
ITOT	24.7K + 3.26%	$113.41 - $125.62 $2.81M - $3.11M	784K $98.5M
AAPL	3.82K + 2.48%	$207.23 - $234.82 $791K - $897K	158K $36.7M
QQQ	6.25K + 5.55%	$434.77 - $502.96 $2.72M - $3.15M	119K $58M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STOT	993K New	$46.63 - $47.52 $46.3M - $47.2M	993K $47.1M
BABA	2.34K New	$72.18 - $107.33 $169K - $251K	2.34K $247K
DUK	2.09K New	$99.35 - $117.71 $207K - $246K	2.09K $240K
NVO	1.97K New	$119.07 - $145.42 $234K - $286K	1.97K $234K
LMT	384 New	$460.3 - $584.56 $177K - $224K	384 $224K
AMGN	685 New	$309.38 - $337.38 $212K - $231K	685 $220K

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	-430K - 93.05%	$73.38 - $84.1 $31.5M - $36.1M	32.1K $2.66M
XLK	-69.9K - 96.36%	$197.34 - $237.68 $13.8M - $16.6M	2.64K $596K
GOOGL	-341 - 1.71%	$148.65 - $191.18 $50.7K - $65.2K	19.6K $3.25M
GOOG	-48 - 0.3%	$149.54 - $192.66 $7.18K - $9.25K	15.7K $2.63M
JPST	-3.82K - 4.97%	$50.25 - $50.74 $192K - $194K	73K $3.71M
BA	-332 - 9.66%	$152.04 - $190.6 $50.5K - $63.3K	3.11K $472K

Activity Summary All Purchases 79 New Holdings 13 Increased Positions 66 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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