Ball & CO Wealth Management Inc. Purchases and Sells in Q3 2025

Ball & CO Wealth Management Inc.

  • $150 Million
  • Q3 2025

Top Buys

Incresed Positions

33 operations
Stock Shares change Price Range Shares Held Trade History
31.3K
+ 68.2%
$420.11 - $472.68 $13.1M - $14.8M
77.1K $36.1M
10.6K
+ 5.4%
$39.59 - $42.21 $420K - $448K
207K $8.7M
FIDELITY COVINGTON TRUST
8K
+ 39.05%
N/A
28.5K $1.17M
13.8K
+ 6.82%
$46.51 - $50.07 $644K - $693K
217K $10.2M
FIDELITY COVINGTON TRUST
3.09K
+ 18.04%
N/A
20.2K $677K
18
+ 0.8%
$184.85 - $231.54 $3.33K - $4.17K
2.27K $525K
View all

New Holdings

22 operations
Stock Shares change Price Range Shares Held Trade History
93.3K
New
N/A
93.3K $20.1M
90.6K
New
$107.66 - $112.36 $9.75M - $10.2M
90.6K $10.1M
SERIES PORTFOLIOS TR
375K
New
N/A
375K $10M
21.8K
New
N/A
21.8K $2.29M
8.68K
New
$214.92 - $244.84 $1.86M - $2.12M
8.68K $2.1M
13.2K
New
$147.94 - $154.99 $1.95M - $2.05M
13.2K $2.04M
View all

Top Sells

Reduced Positions

7 operations
Stock Shares change Price Range Shares Held Trade History
-147K
- 67.35%
$92.18 - $95.14 $13.6M - $14M
71.4K $6.8M
-8.25K
- 68.04%
$13.72 - $18.43 $113K - $152K
3.87K $69K
FIDELITY COVINGTON TRUST
-1.58K
- 9.56%
N/A
15K $528K
-207
- 52.01%
$43.31 - $48.98 $8.97K - $10.1K
191 $8K
-440
- 12.55%
$3.07 - $5.73 $1.35K - $2.52K
3.07K $16K
-81
- 2.74%
$202.38 - $256.87 $16.4K - $20.8K
2.88K $732K
View all
Activity Summary
Buys All Purchases 55 New Holdings 22 Increased Positions 33 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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