Kellett Schaffner Wealth Advisors LLC Purchases and Sells in Q1 2025

Kellett Schaffner Wealth Advisors LLC

  • $114 Million
  • Q1 2025

Top Buys

Incresed Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
30.1K
+ 54.87%
$34.08 - $35.99 $1.03M - $1.08M
85K $2.91M
2.53K
+ 3.39%
$39.44 - $47.66 $99.8K - $121K
77.1K $3.52M
2.56K
+ 10.7%
N/A
26.5K $4.82M
5.37K
+ 3.03%
$27.01 - $28.54 $145K - $153K
182K $5.1M
3K
+ 30.72%
$46.86 - $50.66 $141K - $152K
12.8K $619K
172
+ 4.57%
$169.2 - $216.66 $29.1K - $37.3K
3.94K $824K
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
2.34K
New
$566.21 - $672.99 $1.32M - $1.57M
2.34K $1.57M
1.65K
New
$192.82 - $222.1 $318K - $366K
1.65K $318K
1.09K
New
$217.4 - $264.74 $237K - $288K
1.09K $270K
1K
New
$200.54 - $233.78 $201K - $234K
1K $231K
259
New
$725.72 - $929.72 $188K - $241K
259 $213K
10K
New
$11.18 - $18.03 $112K - $180K
10K $116K
View all

Top Sells

Reduced Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
-4.11K
- 3.79%
$36.64 - $45.76 $151K - $188K
104K $3.91M
-66
- 0.48%
$209.68 - $247.1 $13.8K - $16.3K
13.6K $3.01M
-2.03K
- 13.4%
$102.49 - $119.96 $208K - $244K
13.1K $1.37M
-395
- 8.85%
$167.43 - $244.7 $66.1K - $96.7K
4.07K $680K
-14
- 0.78%
$222.15 - $428.22 $3.11K - $6K
1.78K $461K
-1K
- 1.31%
$29.41 - $31.79 $29.4K - $31.8K
75.6K $2.26M
View all
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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