Family Wealth Group, LLC Purchases and Sells in Q1 2025

Family Wealth Group, LLC

  • $63.6 Million
  • Q1 2025

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
32.9K
+ 306.06%
$26.06 - $28.54 $857K - $938K
43.6K $1.14M
9.74K
+ 49.15%
$42.86 - $45.92 $417K - $447K
29.6K $1.28M
1.14K
+ 4.67%
$51.88 - $60.73 $59K - $69.1K
25.5K $1.5M
1.92K
+ 6.49%
$26.45 - $28.62 $50.9K - $55K
31.5K $835K
AIM ETF PRODUCTS TRUST
23.4K
+ 24.27%
N/A
120K $0
AIM ETF PRODUCTS TRUST
16.8K
+ 25.81%
N/A
81.7K $0
View all

New Holdings

4 operations
Stock Shares change Price Range Shares Held Trade History
10.5K
New
$36.95 - $40.02 $386K - $418K
10.5K $390K
AIM ETF PRODUCTS TRUST
28.5K
New
N/A
28.5K $0
14K
New
N/A
14K $0
ELEVATION SERIES TRUST
41.5K
New
N/A
41.5K $0

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-960
- 3.0%
$507.05 - $563.67 $487K - $541K
31.1K $16M
-15.4K
- 33.7%
$64.88 - $72.1 $1M - $1.11M
30.3K $2M
-15K
- 46.36%
$58.07 - $58.69 $869K - $879K
17.3K $1.02M
-35.1K
- 35.07%
$24.73 - $25.62 $869K - $900K
65K $1.66M
-926
- 5.25%
$210.19 - $243.33 $195K - $225K
16.7K $3.53M
-4.03K
- 20.39%
$96.1 - $106.37 $388K - $429K
15.7K $1.57M
View all

Sold Out

79 operations
Stock Shares change Price Range Shares Held Trade History
-12.8K
Closed
$190.26 - $242.06 $2.44M - $3.11M
0 $0
-9.31K
Closed
$209.68 - $247.1 $1.95M - $2.3M
0 $0
-4.31K
Closed
$369.1 - $427.61 $1.59M - $1.84M
0 $0
-3.9K
Closed
$375.39 - $447.2 $1.47M - $1.75M
0 $0
-8.56K
Closed
$168.16 - $186.21 $1.44M - $1.59M
0 $0
-10.6K
Closed
$106.98 - $149.43 $1.13M - $1.59M
0 $0
View all
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 110 Reductions 31 Sold out 79 Options Calls 0 Puts 0
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email