Financial Life Advisors Purchases and Sells in Q1 2025

Financial Life Advisors

$265 Million
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFV	7.37K + 3.37%	$51.88 - $60.73 $383K - $448K	226K $13.3M
SPMB	40.4K + 5.44%	$21.23 - $22.14 $858K - $894K	784K $17.3M
DYNF	38.5K + 14.71%	$48.06 - $53.73 $1.85M - $2.07M	300K $14.6M
SCHZ	27.5K + 2.25%	$22.46 - $23.26 $618K - $640K	1.25M $29M
IVE	4.07K + 2.58%	$185.78 - $198.58 $756K - $808K	162K $30.8M
HEFA	10.1K + 18.81%	$34.83 - $37.52 $352K - $379K	63.8K $2.32M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGLT	159K New	$53.99 - $58.43 $8.59M - $9.3M	159K $9.17M
SPHY	191K New	$23.32 - $23.84 $4.45M - $4.54M	191K $4.46M
XCEM	124K New	$29.18 - $30.72 $3.62M - $3.81M	124K $3.66M
GLDM	56.3K New	$52.19 - $61.89 $2.94M - $3.48M	56.3K $3.48M
VTIP	46.8K New	$48.43 - $49.9 $2.26M - $2.33M	46.8K $2.33M
SPLV	11K New	$68.32 - $75.06 $752K - $826K	11K $822K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	-67.4K - 62.32%	$97.25 - $104.79 $6.56M - $7.07M	40.8K $4.23M
EMXC	-89.4K - 49.66%	$54.25 - $57.64 $4.85M - $5.16M	90.7K $4.99M
IUSB	-99.4K - 22.98%	$44.72 - $46.25 $4.44M - $4.6M	333K $15.4M
IGSB	-74.8K - 55.99%	$51.52 - $52.37 $3.85M - $3.92M	58.8K $3.08M
VUG	-328 - 1.24%	$369.1 - $427.61 $121K - $140K	26.2K $9.71M
IXC	-30K - 54.82%	$38.48 - $42.16 $1.16M - $1.27M	24.8K $1.04M

Activity Summary All Purchases 25 New Holdings 8 Increased Positions 17 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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