Fmb Wealth Management Purchases and Sells in Q2 2025

Fmb Wealth Management

$167 Million
Q2 2025

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	117K + 13.72%	$29.12 - $35.84 $3.41M - $4.2M	972K $34.8M
AVUS	14.9K + 11.88%	$81.38 - $100.82 $1.21M - $1.5M	140K $14.1M
DFIC	68.7K + 51.25%	$24.94 - $31.15 $1.71M - $2.14M	203K $6.3M
DFAX	36.7K + 9.86%	$23.37 - $29.39 $857K - $1.08M	409K $12M
DFUS	3.05K + 2.81%	$53.65 - $67.02 $163K - $204K	111K $7.46M
DFAE	12.5K + 8.85%	$22.87 - $28.95 $286K - $362K	154K $4.45M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVSD	5.53K New	$53.85 - $67.74 $298K - $375K	5.53K $373K
V	675 New	$308.27 - $373.31 $208K - $252K	675 $239K
DUHP	6.32K New	$29.36 - $35.56 $186K - $225K	6.32K $224K
PLTR	1.64K New	$74.01 - $144.25 $121K - $236K	1.64K $223K
VWO	4.4K New	$39.89 - $49.46 $175K - $217K	4.4K $217K
MU	1.76K New	$64.72 - $127.91 $114K - $225K	1.76K $216K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMGN	-121 - 1.69%	$262.28 - $309.85 $31.7K - $37.5K	7.03K $1.96M
DFSV	-5.58K - 16.9%	$24.21 - $29.47 $135K - $164K	27.4K $806K
QQQ	-568 - 22.58%	$416.06 - $551.64 $236K - $313K	1.95K $1.07M
DFEM	-6.87K - 19.36%	$23.4 - $29.68 $161K - $204K	28.6K $849K
DFIP	-632 - 2.12%	$41.11 - $42.42 $26K - $26.8K	29.2K $1.22M
XOM	-4 - 0.14%	$99.93 - $119.04 $400 - $476	2.84K $306K

Activity Summary All Purchases 42 New Holdings 12 Increased Positions 30 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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