Wrenne Financial Planning LLC Purchases and Sells in Q3 2025

Wrenne Financial Planning LLC

$234 Billion
Q3 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	816 + 0.54%	$303.93 - $329.86 $248K - $269K	152K $49.8B
VEU	9.15K + 1.79%	$66.38 - $71.68 $608K - $656K	519K $37.1B
SLYV	6.21K + 3.43%	$79.39 - $90.39 $493K - $562K	187K $16.6B
VNQ	15.7K + 9.35%	$88.47 - $93.24 $1.39M - $1.46M	184K $16.8B
VWO	5.1K + 2.32%	$49.43 - $54.52 $252K - $278K	225K $12.2B
SPDW	11.5K + 5.31%	$39.8 - $42.86 $456K - $492K	227K $9.72B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CAT	484 New	$390.92 - $477.15 $189K - $231K	484 $231M
ABBV	930 New	$184.85 - $231.54 $172K - $215K	930 $215M
XOM	1.8K New	$105.83 - $117.22 $190K - $211K	1.8K $203M
IVW	1.67K New	$108.97 - $121.65 $182K - $203K	1.67K $202M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	-12.1K - 75.11%	$49.78 - $50.75 $600K - $612K	4K $202M
VBK	-641 - 16.13%	$276.51 - $305.12 $177K - $196K	3.33K $992M
AJG	-13 - 1.11%	$284.17 - $319.49 $3.69K - $4.15K	1.16K $358M
AMZN	-20 - 1.46%	$211.65 - $238.24 $4.23K - $4.76K	1.35K $297M
IEMG	-380 - 8.32%	N/A	4.19K $276M
SPYV	-2.47K - 5.31%	$52.12 - $55.33 $129K - $137K	44.1K $2.44B

Activity Summary All Purchases 21 New Holdings 4 Increased Positions 17 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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