Shared Vision Wealth Group LLC Purchases and Sells in Q3 2025

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

Top Buys

Incresed Positions

33 operations
Stock Shares change Price Range Shares Held Trade History
4.43K
+ 87.25%
$617.65 - $666.84 $2.74M - $2.96M
9.52K $6.35B
7.21K
+ 59.53%
N/A
19.3K $6.46B
BLACKROCK ETF TRUST
49.8K
+ 278.11%
N/A
67.7K $2.32B
72.7K
+ 598.77%
$21.69 - $23.34 $1.58M - $1.7M
84.9K $2.01B
12.3K
+ 26.95%
$98.52 - $103.93 $1.21M - $1.27M
57.8K $6.09B
15.9K
+ 27.89%
N/A
72.7K $4.87B
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD CALIF TAX FREE FDS
25.2K
New
N/A
25.2K $2.54B
4.09K
New
$184.73 - $209.26 $756K - $856K
4.09K $861M
32K
New
N/A
32K $829M
6.3K
New
$79.52 - $89.63 $501K - $565K
6.3K $563M
3.33K
New
$125.23 - $132.78 $417K - $442K
3.33K $426M
8.1K
New
N/A
8.1K $388M
View all

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-19.5K
- 60.27%
$106.99 - $114.46 $2.09M - $2.23M
12.9K $1.49B
-9.57K
- 57.15%
$171.38 - $197.01 $1.64M - $1.89M
7.17K $1.42B
-31K
- 7.2%
$45.6 - $46.92 $1.41M - $1.45M
399K $18.8B
-7.96K
- 49.34%
$62.54 - $68.42 $498K - $544K
8.17K $578M
-3.24K
- 8.28%
$182.33 - $194.5 $590K - $630K
35.8K $6.98B
-337
- 7.18%
$211.65 - $238.24 $71.3K - $80.3K
4.36K $950M
View all
Activity Summary
Buys All Purchases 49 New Holdings 16 Increased Positions 33 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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