Kellett Schaffner Wealth Advisors LLC Purchases and Sells in Q2 2025

Kellett Schaffner Wealth Advisors LLC

  • $128 Million
  • Q2 2025

Top Buys

Incresed Positions

38 operations
Stock Shares change Price Range Shares Held Trade History
156K
+ 202.35%
$38.78 - $49.2 $6.05M - $7.67M
233K $11.3M
4.03K
+ 482.04%
$483.48 - $539.8 $1.95M - $2.17M
4.86K $2.36M
15.9K
+ 33.6%
$44.22 - $52.08 $705K - $830K
63.4K $3.3M
4
+ 0.06%
$354.56 - $497.45 $1.42K - $1.99K
7.12K $3.54M
14.9K
+ 116.79%
$42.56 - $50.32 $635K - $750K
27.7K $1.39M
2.03K
+ 6.33%
$101.93 - $128.63 $207K - $261K
34K $4.38M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
1.1K
New
$231.39 - $318.98 $254K - $350K
1.1K $349K
434
New
$484.66 - $738.09 $210K - $320K
434 $320K
4.2K
New
$54.33 - $62.87 $228K - $264K
4.2K $263K
3.79K
New
$55.56 - $60.91 $210K - $231K
3.79K $221K
906
New
$164.6 - $238.02 $149K - $216K
906 $215K
159
New
$855.86 - $1339.13 $136K - $213K
159 $212K
View all

Top Sells

Reduced Positions

20 operations
Stock Shares change Price Range Shares Held Trade History
-1.13K
- 1.99%
$157.66 - $172.39 $178K - $194K
55.4K $8.82M
-17.7K
- 20.87%
$32.77 - $36.44 $581K - $646K
67.2K $2.45M
-667
- 16.95%
$170.16 - $206.27 $113K - $138K
3.27K $606K
-5.54K
- 20.14%
$32.79 - $36.78 $182K - $204K
22K $808K
-208
- 3.17%
$99.93 - $119.04 $20.8K - $24.8K
6.36K $685K
-639
- 35.92%
$179.73 - $253.23 $115K - $162K
1.14K $288K
View all
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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