Kellett Schaffner Wealth Advisors LLC Purchases and Sells in Q4 2024

Kellett Schaffner Wealth Advisors LLC

  • $113 Million
  • Q4 2024

Top Buys

Incresed Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
2.64K
+ 5.05%
$567.81 - $607.81 $1.5M - $1.6M
54.8K $32.1M
1.77K
+ 31.09%
$180.88 - $232.93 $320K - $412K
7.46K $1.64M
13.7K
+ 99.44%
$34.64 - $35.72 $476K - $490K
27.5K $971K
175
+ 1.29%
$481.22 - $538.17 $84.2K - $94.2K
13.7K $7.01M
1.95K
+ 28.45%
$117.0 - $148.88 $228K - $290K
8.81K $1.18M
355
+ 24.67%
$213.65 - $479.86 $75.8K - $170K
1.79K $724K
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
54.9K
New
$34.96 - $35.65 $1.92M - $1.96M
54.9K $1.92M
2.39K
New
$163.08 - $198.16 $389K - $473K
2.39K $454K
703
New
$554.08 - $632.68 $390K - $445K
703 $414K
15K
New
$0.74 - $17.08 $11.1K - $257K
15K $231K
3K
New
$36.46 - $82.38 $109K - $247K
3K $226K
729
New
$267.35 - $305.57 $195K - $223K
729 $216K
View all

Top Sells

Reduced Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
-400
- 19.51%
$485.52 - $625.25 $194K - $250K
1.65K $834K
-2.92K
- 3.77%
$39.39 - $43.09 $115K - $126K
74.6K $2.96M
-185
- 0.32%
$161.05 - $179.7 $29.8K - $33.2K
57.2K $9.59M
-5.15K
- 34.52%
$46.9 - $50.96 $242K - $262K
9.77K $462K
-750
- 31.87%
$160.52 - $179.11 $120K - $134K
1.6K $261K
-364
- 8.82%
$164.99 - $203.87 $60.1K - $74.2K
3.76K $668K
View all
Activity Summary
Buys All Purchases 37 New Holdings 10 Increased Positions 27 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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