Avid Wealth Partners LLC Purchases and Sells in Q1 2025

Avid Wealth Partners LLC

$147 Billion
Q1 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MUB	16.4K + 65.61%	$104.71 - $107.69 $1.72M - $1.77M	41.5K $4.38B
GLDM	49 + 0.03%	$52.19 - $61.89 $2.56K - $3.03K	156K $9.66B
GTO	27.4K + 33.22%	$45.9 - $47.37 $1.26M - $1.3M	110K $5.16B
ISHARES BITCOIN TRUST ETF	21.9K + 346.31%	N/A	28.2K $1.32B
URA	74K + 28.9%	$22.92 - $30.98 $1.7M - $2.29M	330K $7.56B
TLH	5.36K + 25.02%	$97.25 - $104.79 $521K - $561K	26.8K $2.78B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MGV	67.8K New	$123.61 - $133.01 $8.38M - $9.02M	67.8K $8.74B
XMLV	113K New	$59.15 - $62.71 $6.66M - $7.06M	113K $6.95B
RING	79.8K New	$28.64 - $38.36 $2.29M - $3.06M	79.8K $3.06B
USMV	30.9K New	$87.68 - $94.52 $2.71M - $2.92M	30.9K $2.89B
IEMG	52K New	N/A	52K $2.81B
EMGF	33.2K New	$44.18 - $48.23 $1.47M - $1.6M	33.2K $1.55B

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-71.5K - 38.89%	$69.57 - $78.65 $4.97M - $5.62M	112K $8.5B
EMXC	-63.2K - 79.25%	$54.25 - $57.64 $3.43M - $3.65M	16.6K $912M
IVW	-6.72K - 5.91%	$92.45 - $106.69 $622K - $717K	107K $9.94B
IVV	-1.41K - 7.88%	$554.06 - $615.85 $780K - $867K	16.5K $9.24B
VTEB	-10.4K - 19.19%	$49.25 - $50.66 $514K - $528K	43.9K $2.18B
MINT	-4.75K - 33.34%	$100.32 - $100.76 $476K - $478K	9.49K $955M

Activity Summary All Purchases 35 New Holdings 11 Increased Positions 24 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.