Keeler & Nadler Financial Planning & Wealth Management Purchases and Sells in Q2 2025

Keeler & Nadler Financial Planning & Wealth Management

  • $250 Billion
  • Q2 2025

Top Buys

Incresed Positions

41 operations
Stock Shares change Price Range Shares Held Trade History
38.4K
+ 5.22%
$22.27 - $29.21 $856K - $1.12M
775K $22.6B
VANGUARD MALVERN FDS
42.3K
+ 53.51%
N/A
121K $9.42B
14.7K
+ 3.16%
$32.25 - $40.02 $475K - $590K
481K $19.2B
4.47K
+ 1.9%
$58.41 - $72.69 $261K - $325K
240K $17.4B
2.74K
+ 2.36%
$152.42 - $182.82 $418K - $501K
119K $21.8B
18.8K
+ 3.14%
$23.55 - $27.67 $444K - $521K
618K $17.1B
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
42.6K
New
N/A
42.6K $2.56B
BLACKROCK ETF TRUST
82.1K
New
N/A
82.1K $2.37B
451
New
$416.06 - $551.64 $188K - $249K
451 $249M
710
New
$221.86 - $362.89 $158K - $258K
710 $226M
1.88K
New
$93.5 - $113.21 $175K - $212K
1.88K $212M
370
New
$479.92 - $590.74 $178K - $219K
370 $208M
View all

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-21.6K
- 31.8%
$72.02 - $73.82 $1.55M - $1.59M
46.3K $3.41B
-37.7K
- 33.07%
$50.08 - $63.14 $1.89M - $2.38M
76.2K $4.81B
CAPITAL GRP FIXED INCM ETF T
-55.8K
- 30.26%
N/A
129K $3.38B
-29.5K
- 32.96%
$40.97 - $49.19 $1.21M - $1.45M
60.1K $2.96B
-12.2K
- 30.08%
$122.57 - $173.27 $1.5M - $2.12M
28.4K $4.92B
-6.02K
- 34.25%
$83.97 - $92.85 $505K - $559K
11.6K $1.02B
View all
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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