Keeler & Nadler Financial Planning & Wealth Management Purchases and Sells in Q4 2024

Keeler & Nadler Financial Planning & Wealth Management

  • $213 Billion
  • Q4 2024

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
36.6K
+ 20.97%
$66.77 - $71.52 $2.44M - $2.62M
211K $14.6B
525K
+ 318.33%
$25.93 - $105.3 $13.6M - $55.3M
691K $19.2B
9.68K
+ 9.77%
$176.42 - $186.91 $1.71M - $1.81M
109K $19.4B
4.96K
+ 15.05%
$148.14 - $166.23 $734K - $824K
37.9K $6.04B
387K
+ 229.18%
$25.79 - $80.4 $9.98M - $31.1M
556K $14.5B
17.8K
+ 20.66%
$55.45 - $61.08 $985K - $1.08M
104K $5.75B
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
31.4K
New
N/A
31.4K $2.38B
CAPITAL GRP FIXED INCM ETF T
73.7K
New
N/A
73.7K $1.9B
718
New
$213.65 - $479.86 $153K - $345K
718 $290M
MIDDLEFIELD BANC CORP
10.1K
New
N/A
10.1K $282M
411
New
$481.22 - $538.17 $198K - $221K
411 $210M

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-13.1K
- 13.07%
$88.59 - $94.57 $1.16M - $1.24M
87.4K $7.76B
-7.72K
- 7.11%
$71.75 - $75.11 $554K - $580K
101K $7.26B
-1.94K
- 6.59%
$87.1 - $98.49 $169K - $191K
27.5K $2.4B
-3.9K
- 21.03%
$89.9 - $100.66 $351K - $393K
14.7K $1.32B
-3.94K
- 19.1%
$70.1 - $76.53 $276K - $301K
16.7K $1.18B
-1.13K
- 5.36%
$210.96 - $223.62 $237K - $252K
19.9K $4.2B
View all
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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