Asset Dedication, LLC Purchases and Sells in Q1 2025

Asset Dedication, LLC

$1.21 Billion
Q1 2025

Top Buys

Incresed Positions

229 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	148K + 7.53%	$25.54 - $28.79 $3.79M - $4.27M	2.12M $58.8M
DISV	81.2K + 6.7%	$26.09 - $30.21 $2.12M - $2.45M	1.29M $37.7M
DFAU	106K + 115959.34%	$37.84 - $42.29 $3.99M - $4.46M	106K $4.06M
DFEV	42.3K + 1.7%	$25.44 - $27.95 $1.07M - $1.18M	2.53M $68.3M
IBTF	118K + 90.6%	$23.29 - $23.38 $2.74M - $2.75M	247K $5.78M
DFEM	46.3K + 1.88%	$25.35 - $27.46 $1.17M - $1.27M	2.5M $66.2M

New Holdings

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6M
SUB	795 New	$105.3 - $106.24 $83.7K - $84.5K	795 $83K
DFUV	1.72K New	$39.96 - $43.3 $68.5K - $74.3K	1.72K $70K
VIOV	584 New	$82.81 - $96.53 $48.4K - $56.4K	584 $49K
IGSB	886 New	$51.52 - $52.37 $45.6K - $46.4K	886 $46K
PREF	1.78K New	$18.55 - $18.81 $33K - $33.5K	1.78K $33K

Top Sells

Reduced Positions

308 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-65.5K - 1.62%	$32.42 - $36.13 $2.12M - $2.37M	3.97M $131M
MDYV	-51.3K - 18.51%	$75.47 - $84.24 $3.87M - $4.33M	226K $17.4M
NVDA	-4.6K - 3.93%	$106.98 - $149.43 $492K - $688K	112K $12.2M
DFAX	-250K - 10.32%	$24.45 - $27.2 $6.12M - $6.81M	2.17M $57M
DFUS	-19.2K - 2.96%	$59.61 - $66.71 $1.14M - $1.28M	629K $38M
ITOT	-18.2K - 16.52%	$120.29 - $134.6 $2.19M - $2.45M	92.1K $11.2M

Activity Summary All Purchases 320 New Holdings 91 Increased Positions 229 All Sells 308 Reductions 308 Sold out 0 Calls 0 Puts 0

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