Base Wealth Management LLC Purchases and Sells in Q2 2025

Base Wealth Management LLC

  • $156 Billion
  • Q2 2025

Top Buys

Incresed Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
1.74K
+ 12.5%
$416.06 - $551.64 $725K - $961K
15.7K $8.65B
6.13K
+ 8.2%
$82.51 - $109.2 $506K - $669K
80.9K $8.83B
PIMCO ETF TR
48.7K
+ 14.51%
N/A
384K $10.2B
12.4K
+ 11.6%
$50.39 - $60.05 $626K - $746K
119K $7.17B
CAPITAL GROUP CORE BALANCED
5.82K
+ 1.61%
N/A
368K $12.3B
15.9K
+ 32.68%
$51.14 - $57.0 $813K - $906K
64.6K $3.67B
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
FRANKLIN TEMPLETON ETF TR
272K
New
N/A
272K $7.35B
PIMCO ETF TR
57K
New
N/A
57K $5.77B
74.9K
New
$56.88 - $70.77 $4.26M - $5.3M
74.9K $5.3B
BNY MELLON ETF TRUST
21.5K
New
N/A
21.5K $844M
2.13K
New
$74.01 - $144.25 $158K - $307K
2.13K $290M
760
New
$151.3 - $276.38 $115K - $210K
760 $210M
View all

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-6.07K
- 15.57%
$456.74 - $568.03 $2.77M - $3.45M
32.9K $18.7B
-12.8K
- 38.54%
$83.8 - $101.39 $1.07M - $1.29M
20.3K $2.06B
-18.1K
- 61.36%
$50.48 - $50.71 $916K - $920K
11.4K $579M
-2.26K
- 13.83%
N/A
14.1K $2.88B
-1.97K
- 11.48%
$86.58 - $104.98 $171K - $207K
15.2K $1.59B
-407
- 13.58%
$157.66 - $172.39 $64.2K - $70.2K
2.59K $413M
View all

Sold Out

3 operations
Stock Shares change Price Range Shares Held Trade History
-68.5K
Closed
$17.76 - $22.1 $1.22M - $1.51M
0 $0
-12.9K
Closed
$73.09 - $82.77 $944K - $1.07M
0 $0
-14.7K
Closed
$4.43 - $4.88 $65.1K - $71.8K
0 $0
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 21 Reductions 18 Sold out 3 Options Calls 0 Puts 0
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