Kellett Schaffner Wealth Advisors LLC Purchases and Sells in Q3 2025

Kellett Schaffner Wealth Advisors LLC

  • $139 Million
  • Q3 2025

Top Buys

Incresed Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
471
+ 0.85%
$617.65 - $666.84 $291K - $314K
55.6K $37M
4.38K
+ 1.88%
$48.35 - $53.13 $212K - $232K
237K $12.5M
222
+ 1.54%
$546.99 - $602.2 $121K - $134K
14.6K $8.79M
16.2K
+ 8.38%
$26.38 - $27.95 $428K - $453K
210K $5.72M
838
+ 1.32%
$51.33 - $58.15 $43K - $48.7K
64.2K $3.63M
617
+ 1.81%
$128.6 - $136.01 $79.3K - $83.9K
34.6K $4.68M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
1.32K
New
$225.11 - $247.9 $297K - $327K
1.32K $325K
5.4K
New
$35.5 - $40.58 $192K - $219K
5.4K $218K
1.09K
New
$181.56 - $190.33 $198K - $207K
1.09K $206K
4.6K
New
$42.43 - $45.05 $195K - $207K
4.6K $202K
INNOVATOR ETFS TRUST
17K
New
N/A
17K $0
SCANTECH AI SYS INC
10K
New
N/A
10K $0
View all

Top Sells

Reduced Positions

16 operations
Stock Shares change Price Range Shares Held Trade History
-6.24K
- 11.26%
$150.47 - $161.22 $938K - $1.01M
49.1K $7.55M
-520
- 12.24%
$66.2 - $71.79 $34.4K - $37.3K
3.73K $255K
-1.06K
- 1.93%
N/A
53.9K $0
-5.71K
- 0.94%
N/A
601K $0
-792
- 16.21%
$264.74 - $369.57 $210K - $293K
4.09K $1.35M
-55
- 1.92%
$77.6 - $87.37 $4.27K - $4.81K
2.82K $236K
View all
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kellett Schaffner Wealth Advisors LLC Portfolio

Follow Kellett Schaffner Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kellett Schaffner Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kellett Schaffner Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email