Waterway Wealth Management, LLC Purchases and Sells in Q3 2025

Waterway Wealth Management, LLC

  • $419 Billion
  • Q3 2025

Top Buys

Incresed Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
806K
+ 128.9%
N/A
1.43M $36.7B
97.8K
+ 182.61%
$420.11 - $472.68 $41.1M - $46.2M
151K $40.9B
125K
+ 499.05%
$194.44 - $206.51 $24.2M - $25.7M
150K $22.2B
132K
+ 21.97%
$82.42 - $87.03 $10.9M - $11.5M
732K $56.6B
2.74K
+ 6.4%
$153.3 - $186.58 $421K - $512K
45.6K $8.52B
64.2K
+ 79.5%
$620.67 - $670.08 $39.9M - $43M
145K $51.4B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
199K
New
$103.24 - $106.68 $20.5M - $21.2M
199K $21.2B
209K
New
$99.82 - $100.23 $20.9M - $20.9M
209K $17.8B
FIDELITY ENHANCED MID CAP ETF
363K
New
N/A
363K $12.4B
167K
New
$59.61 - $63.09 $9.95M - $10.5M
167K $10.5B
2.06K
New
$646.03 - $807.39 $1.33M - $1.67M
2.06K $1.41B
865
New
$1311.26 - $1869.83 $1.13M - $1.62M
865 $1.29B
View all

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-326K
- 87.07%
$43.6 - $45.33 $14.2M - $14.8M
48.4K $2.19B
-449K
- 90.5%
$29.2 - $32.74 $13.1M - $14.7M
47.1K $1.5B
-122K
- 53.0%
$106.17 - $107.3 $12.9M - $13.1M
108K $11.5B
-50.8K
- 19.67%
$81.7 - $87.53 $4.15M - $4.45M
207K $18.1B
-17.6K
- 27.54%
$84.28 - $89.46 $1.48M - $1.57M
46.3K $4.12B
-4.83K
- 73.33%
$134.8 - $184.42 $651K - $891K
1.76K $284M
View all
Activity Summary
Buys All Purchases 54 New Holdings 12 Increased Positions 42 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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