Wealthspire Advisors, LLC Purchases and Sells in Q4 2024

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

Top Buys

Incresed Positions

383 operations
Stock Shares change Price Range Shares Held Trade History
124K
+ 5.1%
$570.51 - $610.59 $70.7M - $75.7M
2.56M $1.5B
111K
+ 32.05%
$378.79 - $428.11 $42M - $47.4M
457K $187M
738K
+ 36.66%
$48.33 - $49.08 $35.7M - $36.2M
2.75M $133M
411K
+ 5.71%
$61.68 - $67.87 $25.3M - $27.9M
7.61M $474M
383K
+ 37.54%
$50.23 - $50.46 $19.3M - $19.3M
1.4M $70.7M
39K
+ 3.53%
$280.04 - $302.45 $10.9M - $11.8M
1.15M $332M
View all

New Holdings

95 operations
Stock Shares change Price Range Shares Held Trade History
81.9K
New
$50.37 - $50.6 $4.12M - $4.14M
81.9K $4.12M
77.6K
New
$25.35 - $25.53 $1.97M - $1.98M
77.6K $1.97M
84.7K
New
$22.45 - $22.81 $1.9M - $1.93M
84.7K $1.9M
58.2K
New
$22.1 - $22.59 $1.29M - $1.31M
58.2K $1.29M
15.8K
New
$78.43 - $87.17 $1.24M - $1.38M
15.8K $1.27M
12.4K
New
$86.65 - $94.9 $1.08M - $1.18M
12.4K $1.08M
View all

Top Sells

Reduced Positions

272 operations
Stock Shares change Price Range Shares Held Trade History
-542K
- 47.14%
$46.33 - $48.6 $25.1M - $26.3M
608K $28.2M
-440K
- 35.55%
$39.27 - $42.38 $17.3M - $18.6M
797K $32.3M
-457K
- 50.71%
$25.3 - $26.31 $11.5M - $12M
444K $11.4M
-79.4K
- 13.64%
$99.2 - $108.47 $7.88M - $8.62M
503K $50.1M
-450K
- 49.05%
$24.61 - $25.12 $11.1M - $11.3M
468K $11.6M
-192K
- 50.76%
$33.62 - $35.69 $6.44M - $6.84M
186K $6.28M
View all
Activity Summary
Buys All Purchases 478 New Holdings 95 Increased Positions 383 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email