Glassman Wealth Services Purchases and Sells in Q1 2025

Glassman Wealth Services

$596 Million
Q1 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEU	68.5K + 6.96%	$56.51 - $62.98 $3.87M - $4.32M	1.05M $63.9M
DFAX	77.7K + 4.54%	$24.45 - $27.2 $1.9M - $2.11M	1.79M $46.9M
IVV	2.6K + 35.05%	$554.06 - $615.85 $1.44M - $1.6M	10K $5.63M
VEA	21.8K + 137.41%	$47.4 - $52.99 $1.03M - $1.15M	37.7K $1.91M
DGRW	22.2K + 2.82%	$78.0 - $84.37 $1.73M - $1.88M	810K $64.7M
IEMG	16.7K + 943.2%	N/A	18.5K $992K

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AIVL	357 New	$104.87 - $112.53 $37.4K - $40.2K	357 $39K
IAI	235 New	$134.68 - $159.3 $31.6K - $37.4K	235 $32K
FBT	158 New	$164.86 - $182.19 $26K - $28.8K	158 $26K
FDIS	279 New	$82.77 - $101.84 $23.1K - $28.4K	279 $23K
FXO	388 New	$50.93 - $57.24 $19.8K - $22.2K	388 $20K
EFAV	268 New	$69.81 - $78.9 $18.7K - $21.1K	268 $20K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-8.68K - 2.99%	$507.05 - $563.67 $4.4M - $4.89M	282K $145M
IWB	-1.72K - 3.73%	$302.31 - $337.54 $521K - $582K	44.5K $13.7M
VTEB	-18K - 11.11%	$49.25 - $50.66 $884K - $909K	144K $7.13M
SPY	-5 - 0.04%	$551.42 - $612.93 $2.76K - $3.06K	12.6K $7.04M
ARKK	-39 - 0.18%	$47.25 - $67.02 $1.84K - $2.61K	21.2K $1.01M
IJH	-699 - 2.22%	$57.21 - $65.8 $40K - $46K	30.8K $1.8M

Activity Summary All Purchases 88 New Holdings 43 Increased Positions 45 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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