Kellett Schaffner Wealth Advisors LLC Purchases and Sells in Q3 2024

Kellett Schaffner Wealth Advisors LLC

  • $107 Million
  • Q3 2024

Top Buys

Incresed Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
2.68K
+ 5.41%
$517.38 - $573.86 $1.39M - $1.54M
52.2K $30M
22.6K
+ 27.93%
$42.22 - $48.62 $953K - $1.1M
103K $4.81M
4.67K
+ 8.85%
$160.76 - $177.82 $750K - $830K
57.4K $9.94M
4.67K
+ 26.57%
$182.15 - $182.15 $851K - $851K
22.3K $4.06M
3.69K
+ 8.47%
$65.15 - $72.97 $240K - $269K
47.2K $3.45M
2.37K
+ 8.91%
$110.22 - $120.89 $261K - $286K
29K $3.49M
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
13.8K
New
$33.87 - $34.82 $468K - $481K
13.8K $480K
1.36K
New
$255.18 - $283.2 $348K - $386K
1.36K $385K
689
New
$333.64 - $405.2 $230K - $279K
689 $279K
7.79K
New
$33.02 - $35.03 $257K - $273K
7.79K $272K
3.9K
New
$44.74 - $53.22 $175K - $208K
3.9K $207K
INNOVATOR ETFS TRUST
20.6K
New
N/A
20.6K $0
View all

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-855K
- 91.71%
$28.28 - $30.21 $24.2M - $25.8M
77.3K $2.33M
-1.08K
- 79.07%
$772.14 - $960.02 $837K - $1.04M
287 $254K
-1.77K
- 49.18%
$197.34 - $237.68 $349K - $420K
1.83K $412K
-4.09K
- 21.24%
$105.53 - $118.34 $432K - $484K
15.2K $1.77M
-795
- 47.69%
$405.19 - $478.57 $322K - $380K
872 $401K
-845
- 39.9%
$162.83 - $179.16 $138K - $151K
1.27K $228K
View all
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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