Iag Wealth Partners, LLC Purchases and Sells in Q1 2025

Iag Wealth Partners, LLC

$570 Million
Q1 2025

Top Buys

Incresed Positions

114 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVIV	541K + 34561.56%	$51.51 - $58.54 $27.9M - $31.7M	543K $30.8M
HTAB	441K + 59.99%	$18.95 - $19.6 $8.36M - $8.65M	1.18M $22.6M
PULS	91.2K + 32.73%	$49.56 - $49.78 $4.52M - $4.54M	370K $18.4M
GNR	73.3K + 720.44%	$50.12 - $54.48 $3.68M - $4M	83.5K $4.46M
AVDE	25.8K + 13.44%	$60.63 - $68.55 $1.56M - $1.77M	218K $14.4M
HAP	9.74K + 3.09%	$45.93 - $50.37 $447K - $490K	325K $16.1M

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DBMF	346K New	$24.88 - $26.85 $8.61M - $9.29M	346K $8.74M
K	800 New	$81.06 - $82.9 $64.8K - $66.3K	800 $65K
DVY	400 New	$128.58 - $138.1 $51.4K - $55.2K	400 $53K
UNH	80 New	$461.52 - $548.18 $36.9K - $43.9K	80 $41K
AXP	150 New	$255.39 - $325.87 $38.3K - $48.9K	150 $40K
WINN	700 New	N/A	700 $17K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	-824K - 68.45%	$33.84 - $37.77 $27.9M - $31.1M	380K $13.9M
OMFS	-82K - 89.97%	$36.43 - $41.61 $2.99M - $3.41M	9.13K $347K
GUNR	-78.9K - 43.68%	$36.6 - $39.56 $2.89M - $3.12M	102K $3.95M
IVV	-1.04K - 2.52%	$554.06 - $615.85 $578K - $643K	40.3K $22.6M
JHMM	-25.2K - 26.22%	$55.69 - $63.12 $1.4M - $1.59M	70.9K $4.06M
USFR	-14.9K - 44.25%	$50.29 - $50.5 $751K - $754K	18.8K $946K

Activity Summary All Purchases 151 New Holdings 37 Increased Positions 114 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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