Eq Wealth Advisors, LLC Purchases and Sells in Q2 2025

Eq Wealth Advisors, LLC

  • $147 Billion
  • Q2 2025

Top Buys

Incresed Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
201K
+ 17381.35%
$48.77 - $49.55 $9.82M - $9.97M
202K $10B
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
182K
+ 70.1%
N/A
441K $11.7B
170K
+ 511.31%
$20.84 - $24.54 $3.55M - $4.18M
204K $5B
31.3K
+ 15.33%
$30.53 - $40.65 $956K - $1.27M
235K $9.57B
78.3K
+ 22.26%
$26.18 - $26.93 $2.05M - $2.11M
430K $11.5B
33.6K
+ 22.88%
$34.67 - $43.21 $1.17M - $1.45M
181K $7.73B
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
1.82K
New
$91.92 - $110.2 $167K - $201K
1.82K $184M
291
New
$496.48 - $617.85 $144K - $180K
291 $180M
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF
2.66K
New
N/A
2.66K $65.6M
594
New
$46.68 - $53.89 $27.7K - $32K
594 $30.6M
2
New
$59.32 - $74.36 $119 - $149
2 $148K
1
New
$224.16 - $285.86 $224 - $286
1 $147K
View all

Top Sells

Reduced Positions

29 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL US LARGE CAP VALUE ETF
-133K
- 89.99%
N/A
14.8K $460M
-54
- 0.2%
$483.48 - $539.8 $26.1K - $29.1K
26.5K $12.9B
-2.84K
- 19.17%
N/A
12K $2.45B
-9.58K
- 13.38%
$56.1 - $64.74 $538K - $620K
62.1K $3.87B
-2.48K
- 19.54%
N/A
10.2K $760M
-14K
- 53.94%
$9.75 - $10.96 $136K - $153K
11.9K $124M
View all
Activity Summary
Buys All Purchases 48 New Holdings 8 Increased Positions 40 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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