Comprehensive Wealth Management, LLC Purchases and Sells in Q1 2025

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

Top Buys

Incresed Positions

21 operations
Stock Shares change Price Range Shares Held Trade History
8.21K
+ 51.26%
$41.02 - $43.31 $337K - $356K
24.2K $1.03M
5.33K
+ 39.63%
$50.08 - $50.71 $267K - $270K
18.8K $951K
4.27K
+ 46.5%
$53.99 - $58.43 $230K - $249K
13.5K $774K
11.3K
+ 20.11%
$22.31 - $22.79 $253K - $259K
67.8K $1.53M
8.86K
+ 50.0%
$28.55 - $29.09 $253K - $258K
26.6K $766K
3.05K
+ 27.72%
$110.9 - $132.93 $339K - $406K
14.1K $1.6M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
442K
New
$20.41 - $21.7 $9.02M - $9.59M
442K $9.5M
23.3K
New
$67.24 - $84.27 $1.57M - $1.96M
23.3K $1.59M
44.2K
New
$34.23 - $36.9 $1.51M - $1.63M
44.2K $1.58M
GUINNESS ATKINSON FDS
153K
New
N/A
153K $0
MANAGER DIRECTED PORTFOLIOS
29.3K
New
N/A
29.3K $0

Top Sells

Reduced Positions

7 operations
Stock Shares change Price Range Shares Held Trade History
-68.2K
- 3.09%
$16.76 - $17.69 $1.14M - $1.21M
2.14M $35.8M
-4.84K
- 17.3%
$206.38 - $242.18 $998K - $1.17M
23.1K $4.77M
-81.4K
- 6.99%
$35.79 - $38.28 $2.91M - $3.12M
1.08M $40.6M
-18.2K
- 18.16%
$31.4 - $33.22 $570K - $603K
81.8K $2.63M
-35.5K
- 5.13%
$27.64 - $28.58 $981K - $1.01M
657K $18.8M
-2.16K
- 7.42%
$28.64 - $38.36 $61.8K - $82.8K
26.9K $1.03M
View all
Activity Summary
Buys All Purchases 26 New Holdings 5 Increased Positions 21 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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