A&I Financial Services, LLC Purchases and Sells in Q1 2025

A&I Financial Services, LLC

$148 Billion
Q1 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	11K + 223.21%	$209.68 - $247.1 $2.31M - $2.72M	15.9K $3.54B
DBMF	49.8K + 29.83%	$24.88 - $26.85 $1.24M - $1.34M	217K $5.47B
VEA	15.7K + 20.86%	$47.4 - $52.99 $742K - $830K	90.7K $4.61B
CGUS	27.5K + 42.57%	$33.08 - $36.62 $910K - $1.01M	92.1K $3.08B
CGGR	28.6K + 44.76%	$33.98 - $39.84 $971K - $1.14M	92.4K $3.17B
IVV	1.28K + 195.43%	$554.06 - $615.85 $711K - $791K	1.94K $1.09B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TOUCHSTONE ETF TRUST	769K New	N/A	769K $17.2B
2023 ETF SERIES TRUST	430K New	N/A	430K $14.1B
HARRIS OAKMARK ETF TRUST	575K New	N/A	575K $14.1B
CAPITAL GROUP EQUITY ETF TR	54.9K New	N/A	54.9K $1.31B
DT	16.5K New	$47.15 - $62.42 $777K - $1.03M	16.5K $777M
MPC	3.72K New	$134.72 - $159.03 $501K - $591K	3.72K $541M

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	-3.94K - 2.28%	$198.1 - $229.79 $781K - $906K	169K $33.7B
ITOT	-1.1K - 1.98%	$120.29 - $134.6 $133K - $148K	54.7K $6.68B
PTVE	-9.18K - 21.53%	$17.43 - $18.01 $160K - $165K	33.4K $602M
CION	-3.08K - 9.1%	$10.35 - $12.55 $31.9K - $38.7K	30.8K $319M
SHV	-348 - 13.19%	$110.11 - $110.51 $38.3K - $38.5K	2.29K $253M
AFG	-42 - 1.0%	$119.82 - $138.45 $5.03K - $5.81K	4.17K $547M

Activity Summary All Purchases 46 New Holdings 9 Increased Positions 37 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

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