Integris Wealth Management, LLC Purchases and Sells in Q1 2025

Integris Wealth Management, LLC

23 operations

Stock	Shares change	Price Range	Shares Held
VEA	21.4K + 3.83%	$47.4 - $52.99 $1.02M - $1.14M	581K $29.5B
DISV	18.1K + 3.08%	$26.09 - $30.21 $473K - $548K	606K $17.7B
DIMENSIONAL ETF TRUST	13.9K + 2.68%	N/A	532K $14B
DFEM	14.5K + 2.32%	$25.35 - $27.46 $367K - $398K	640K $16.9B
STIP	2.78K + 4.61%	$100.59 - $103.47 $279K - $287K	63.1K $6.52B
JNJ	15 + 0.19%	$142.06 - $167.7 $2.13K - $2.52K	7.84K $1.3B

4 operations

Stock	Shares change	Price Range	Shares Held
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798M
GE	1.34K New	$168.59 - $212.13 $226K - $285K	1.34K $269M
T	7.97K New	$21.56 - $28.28 $172K - $225K	7.97K $225M
SPGI	400 New	$478.26 - $543.77 $191K - $218K	400 $203M

40 operations

Stock	Shares change	Price Range	Shares Held
SUB	-28.2K - 90.61%	$105.3 - $106.24 $2.97M - $3M	2.93K $309M
IVV	-1.13K - 1.85%	$554.06 - $615.85 $628K - $698K	60.1K $33.7B
VTI	-1.07K - 1.07%	$271.18 - $303.12 $291K - $325K	99.4K $27.3B
VV	-3.17K - 5.66%	$253.32 - $282.66 $803K - $896K	52.9K $13.6B
AAPL	-254 - 0.62%	$209.68 - $247.1 $53.3K - $62.8K	40.6K $9.02B
MSFT	-253 - 1.69%	$375.39 - $447.2 $95K - $113K	14.8K $5.54B

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