Gutierrez Wealth Advisory, LLC Purchases and Sells in Q2 2025

Gutierrez Wealth Advisory, LLC

  • $149 Billion
  • Q2 2025

Top Buys

Incresed Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
64K
+ 85.69%
$48.13 - $49.85 $3.08M - $3.19M
139K $6.8B
18.4K
+ 60.02%
$102.31 - $105.8 $1.88M - $1.95M
49.1K $5.13B
2.71K
+ 1.26%
$45.65 - $57.01 $124K - $155K
218K $12.4B
CAPITAL GRP FIXED INCM ETF T
50.7K
+ 36.67%
N/A
189K $4.66B
2.69K
+ 151.46%
$172.42 - $223.89 $464K - $602K
4.47K $916M
13.6K
+ 66.45%
$25.05 - $29.62 $341K - $404K
34.1K $972M
View all

New Holdings

17 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MUN BD FDS
52.4K
New
N/A
52.4K $3.86B
VANGUARD WELLINGTON FD
15.4K
New
N/A
15.4K $1.55B
6K
New
N/A
6K $1.23B
19.9K
New
$49.48 - $61.22 $982K - $1.22M
19.9K $1.21B
2.69K
New
$299.15 - $396.54 $805K - $1.07M
2.69K $1.07B
2.33K
New
$272.36 - $339.57 $635K - $791K
2.33K $791M
View all

Top Sells

Reduced Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
-92.7K
- 27.56%
N/A
244K $6.5B
-34.1K
- 10.69%
$21.44 - $27.35 $732K - $934K
285K $7.74B
-58
- 3.92%
$262.28 - $309.85 $15.2K - $18K
1.42K $397M
-609
- 26.88%
$149.23 - $184.95 $90.9K - $113K
1.66K $302M
-74
- 7.66%
$198.07 - $245.17 $14.7K - $18.1K
892 $203M
-227
- 6.36%
$51.16 - $62.02 $11.6K - $14.1K
3.34K $207M
View all
Activity Summary
Buys All Purchases 30 New Holdings 17 Increased Positions 13 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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