49 Wealth Management, LLC Purchases and Sells in Q3 2025

49 Wealth Management, LLC

$1.06 Trillion
Q3 2025

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	602K + 454.71%	$58.43 - $58.88 $35.2M - $35.5M	735K $43.2B
SPLG	154K + 9.69%	$72.65 - $78.68 $11.2M - $12.1M	1.75M $137B
IEFA	138K + 10.93%	$81.7 - $87.53 $11.3M - $12.1M	1.4M $122B
THE OPAL INTERNATIONAL DIV IN ETF	354K + 12.66%	N/A	3.15M $97B
DIVZ	285K + 9.33%	$35.06 - $36.55 $9.99M - $10.4M	3.34M $122B
VTV	33.4K + 11.87%	$175.51 - $186.57 $5.86M - $6.23M	315K $58.7B

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	75.7K New	$78.96 - $80.04 $5.98M - $6.06M	75.7K $6.05B
SPHY	240K New	$23.54 - $23.97 $5.65M - $5.76M	240K $5.75B
BNDX	17.4K New	$49.0 - $49.51 $851K - $860K	17.4K $859M
BND	9.59K New	$72.57 - $74.72 $696K - $716K	9.59K $713M
MO	9.62K New	$57.75 - $67.68 $555K - $651K	9.62K $635M
ACN	2.53K New	$232.56 - $304.78 $589K - $772K	2.53K $624M

Top Sells

Reduced Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLOBAL X 1-3 MONTH T-BILL ETF	-166K - 26.23%	N/A	468K $47B
US TREASURY 6 MONTH BILL ETF	-124K - 50.47%	N/A	122K $6.11B
IBTF	-226K - 96.28%	$23.29 - $23.38 $5.25M - $5.27M	8.72K $204M
JAAA	-96.2K - 15.55%	$50.53 - $50.82 $4.86M - $4.89M	522K $26.5B
TBIL	-85.2K - 38.31%	N/A	137K $6.86B
JEPI	-33.6K - 29.05%	$55.61 - $57.37 $1.87M - $1.93M	82K $4.68B

Activity Summary All Purchases 127 New Holdings 31 Increased Positions 96 All Sells 67 Reductions 67 Sold out 0 Calls 0 Puts 0

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