Consilium Wealth Advisory, LLC Purchases and Sells in Q4 2024

Consilium Wealth Advisory, LLC

  • $207 Million
  • Q4 2024

Top Buys

Incresed Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
14.7K
+ 9.43%
$54.98 - $77.35 $810K - $1.14M
171K $12M
74
+ 0.08%
$117.0 - $148.88 $8.66K - $11K
87.4K $11.7M
4.44K
+ 125.45%
$165.41 - $192.43 $734K - $854K
7.97K $1.33M
5.94K
+ 94.55%
$83.62 - $91.5 $496K - $543K
12.2K $1.09M
4K
+ 18.33%
$61.31 - $72.5 $245K - $290K
25.8K $1.82M
563
+ 10.02%
$554.08 - $632.68 $312K - $356K
6.18K $3.65M
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
27.7K
New
$280.04 - $302.45 $7.75M - $8.37M
27.7K $8.02M
85.3K
New
$74.5 - $78.37 $6.35M - $6.68M
85.3K $6.37M
21.3K
New
$236.59 - $257.5 $5.03M - $5.47M
21.3K $5.15M
55.8K
New
$77.02 - $78.58 $4.3M - $4.38M
55.8K $4.31M
2.73K
New
$486.1 - $608.57 $1.33M - $1.66M
2.73K $1.56M
11.1K
New
$85.96 - $100.78 $952K - $1.12M
11.1K $1.09M
View all

Top Sells

Reduced Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
-14.9K
- 77.38%
$70.0 - $79.22 $1.05M - $1.18M
4.37K $318K
-782
- 19.64%
$727.2 - $932.06 $569K - $729K
3.2K $2.47M
-8.04K
- 22.74%
$87.85 - $98.6 $707K - $793K
27.3K $2.43M
-1.44K
- 28.79%
$258.78 - $328.31 $373K - $474K
3.57K $930K
-4.27K
- 28.04%
$205.18 - $250.29 $876K - $1.07M
11K $2.63M
-1.31K
- 46.9%
$385.02 - $431.37 $506K - $567K
1.49K $578K
View all
Activity Summary
Buys All Purchases 37 New Holdings 9 Increased Positions 28 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Consilium Wealth Advisory, LLC Portfolio

Follow Consilium Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilium Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilium Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email