Wellspring Financial Advisors, LLC Purchases and Sells in Q2 2024

Wellspring Financial Advisors, LLC

  • $735 Billion
  • Q2 2024

Top Buys

Incresed Positions

77 operations
Stock Shares change Price Range Shares Held Trade History
84.8K
+ 29.04%
$497.53 - $549.64 $42.2M - $46.6M
377K $206B
26.5K
+ 86.39%
$165.0 - $216.67 $4.37M - $5.74M
57.2K $12B
100K
+ 23.53%
$70.77 - $76.19 $7.09M - $7.63M
526K $38.2B
GOLDMAN SACHS PHYSICAL GOLD ETF
161K
+ 12.99%
N/A
1.4M $32.2B
50.1K
+ 3.33%
$77.36 - $86.9 $3.87M - $4.35M
1.55M $19.7B
69.7K
+ 20.93%
$50.02 - $54.95 $3.49M - $3.83M
403K $21.6B
View all

New Holdings

19 operations
Stock Shares change Price Range Shares Held Trade History
80.2K
New
$16.91 - $19.09 $1.36M - $1.53M
80.2K $1.46B
14.2K
New
$85.39 - $90.42 $1.21M - $1.29M
14.2K $1.25B
8.7K
New
$109.98 - $128.59 $957K - $1.12M
8.7K $1.11B
FIDELITY WISE ORIGIN BITCOIN FUND
14.8K
New
N/A
14.8K $774M
2.86K
New
$138.43 - $147.09 $396K - $421K
2.86K $417M
4.81K
New
$77.95 - $84.63 $375K - $407K
4.81K $394M
View all

Top Sells

Reduced Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
-13K
- 31.5%
$144.38 - $157.78 $1.87M - $2.05M
28.2K $4.12B
-810
- 3.06%
$516.55 - $556.17 $418K - $450K
25.7K $13.7B
-4.76K
- 6.67%
$124.6 - $132.46 $592K - $630K
66.5K $8.46B
-3.47K
- 0.37%
$154.57 - $163.65 $536K - $568K
944K $17.8B
-2.92K
- 9.34%
$104.54 - $108.46 $305K - $316K
28.3K $3.03B
-1.94K
- 13.08%
$173.33 - $185.29 $336K - $359K
12.9K $2.35B
View all
Activity Summary
Buys All Purchases 96 New Holdings 19 Increased Positions 77 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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