Keeler & Nadler Financial Planning & Wealth Management Purchases and Sells in Q1 2025

Keeler & Nadler Financial Planning & Wealth Management

  • $222 Billion
  • Q1 2025

Top Buys

Incresed Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
47.7K
+ 151.85%
N/A
79.1K $6.11B
31.5K
+ 557.78%
$106.98 - $149.43 $3.38M - $4.71M
37.2K $4.08B
CAPITAL GRP FIXED INCM ETF T
111K
+ 150.44%
N/A
184K $4.84B
18.5K
+ 4.14%
$32.9 - $37.45 $609K - $694K
466K $17B
10.7K
+ 7.68%
$78.97 - $85.82 $843K - $917K
150K $12.5B
43.3K
+ 7.79%
$25.77 - $27.6 $1.12M - $1.19M
599K $15.8B
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
T ROWE PRICE ETF INC
13.2K
New
N/A
13.2K $425M
2.08K
New
$89.14 - $117.41 $185K - $244K
2.08K $232M
1.2K
New
$158.56 - $176.26 $189K - $211K
1.2K $201M

Top Sells

Reduced Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
-33.1K
- 32.77%
$71.17 - $73.66 $2.35M - $2.44M
67.8K $4.97B
-1.24K
- 3.19%
$369.1 - $427.61 $457K - $529K
37.5K $13.9B
-9.9K
- 36.03%
$85.29 - $92.57 $844K - $916K
17.6K $1.58B
-2.27K
- 8.03%
$77.33 - $90.16 $176K - $205K
26.1K $2.04B
-2.27K
- 15.48%
$80.73 - $94.96 $183K - $215K
12.4K $1.02B
-8.33K
- 10.19%
$21.23 - $23.75 $177K - $198K
73.5K $1.57B
View all
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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