Monument Group Wealth Advisors, LLC Purchases and Sells in Q4 2025

Monument Group Wealth Advisors, LLC

  • $183 Billion
  • Q4 2025

Top Buys

Incresed Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
22.2K
+ 628.64%
$245.27 - $275.25 $5.44M - $6.1M
25.7K $6.99B
25.5K
+ 1.31%
$37.61 - $39.41 $961K - $1.01M
1.97M $77.9B
23.9K
+ 3.08%
$35.82 - $37.52 $856K - $897K
800K $30.5B
6.02K
+ 2.48%
$30.74 - $33.05 $185K - $199K
249K $8.09B
825
+ 111.79%
$475.68 - $513.11 $392K - $423K
1.56K $786M
1.14K
+ 5.21%
$182.87 - $189.72 $208K - $216K
23K $4.38B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
4.46K
New
$86.09 - $89.88 $384K - $401K
4.46K $399M
3.41K
New
$66.1 - $71.61 $225K - $244K
3.41K $239M
1.55K
New
$126.13 - $132.47 $196K - $205K
1.55K $205M
642
New
$236.57 - $291.31 $152K - $187K
642 $201M
BLACKSTONE REIT INC COM CL I
11.6K
New
N/A
11.6K $163M

Top Sells

Reduced Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
-10.9K
- 6.61%
$59.18 - $62.09 $647K - $679K
155K $9.66B
-3.68K
- 8.25%
$52.54 - $55.77 $193K - $205K
40.9K $2.2B
-2.25K
- 11.54%
$75.19 - $77.98 $169K - $175K
17.2K $1.34B
-683
- 4.66%
$248.1 - $260.08 $169K - $178K
14K $3.61B
-422
- 5.13%
$201.42 - $211.15 $85K - $89.1K
7.81K $1.65B
-50
- 13.85%
$609.01 - $751.67 $30.5K - $37.6K
311 $205M
View all
Activity Summary
Buys All Purchases 22 New Holdings 5 Increased Positions 17 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email