Keeler & Nadler Financial Planning & Wealth Management Purchases and Sells in Q3 2025

Keeler & Nadler Financial Planning & Wealth Management

  • $273 Billion
  • Q3 2025

Top Buys

Incresed Positions

38 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
61K
+ 50.25%
N/A
182K $14.3B
BLACKROCK ETF TRUST
103K
+ 125.37%
N/A
185K $6.32B
52.8K
+ 123.98%
N/A
95.5K $6.29B
29.9K
+ 3.86%
$28.92 - $32.19 $865K - $962K
805K $25.7B
31.1K
+ 6.48%
$39.84 - $43.15 $1.24M - $1.34M
512K $22B
6.53K
+ 5.48%
$182.33 - $194.5 $1.19M - $1.27M
126K $24.4B
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
3.62K
New
$51.6 - $82.03 $187K - $297K
3.62K $297M
814
New
$303.93 - $329.86 $247K - $269K
814 $267M
1.11K
New
$155.17 - $185.42 $173K - $207K
1.11K $206M

Top Sells

Reduced Positions

30 operations
Stock Shares change Price Range Shares Held Trade History
-45.1K
- 59.16%
$62.54 - $68.42 $2.82M - $3.08M
31.1K $2.1B
-14.7K
- 51.75%
$171.38 - $197.01 $2.52M - $2.89M
13.7K $2.68B
CAPITAL GRP FIXED INCM ETF T
-73.9K
- 57.46%
N/A
54.7K $1.45B
-23.4K
- 50.55%
$72.57 - $74.72 $1.7M - $1.75M
22.9K $1.7B
-35.6K
- 59.18%
$49.77 - $52.82 $1.77M - $1.88M
24.5K $1.3B
-7.18K
- 62.17%
$85.01 - $90.35 $610K - $649K
4.37K $391M
View all
Activity Summary
Buys All Purchases 41 New Holdings 3 Increased Positions 38 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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