Ledgewood Wealth Advisors, LLC Purchases and Sells in Q3 2025

Ledgewood Wealth Advisors, LLC

  • $169 Billion
  • Q3 2025

Top Buys

Incresed Positions

11 operations
Stock Shares change Price Range Shares Held Trade History
47.6K
+ 38.75%
N/A
170K $3.56B
45.2K
+ 36.11%
$16.67 - $17.03 $753K - $769K
170K $2.88B
45.1K
+ 50.42%
$16.39 - $16.83 $740K - $760K
135K $2.25B
6.5K
+ 2.78%
$1.56 - $3.11 $10.1K - $20.2K
240K $697M
INVESCO EXCH TRD SLF IDX FD
12.1K
+ 7.78%
N/A
168K $3.6B
13.9K
+ 6.55%
$18.61 - $18.94 $260K - $264K
227K $4.27B
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD INSTL INDEX FD
21.7K
New
N/A
21.7K $1.64B
3.49K
New
$100.37 - $100.74 $350K - $351K
3.49K $351M
291
New
$689.63 - $968.09 $201K - $282K
291 $282M
543
New
$357.4 - $423.42 $194K - $230K
543 $220M
5.21K
New
$36.73 - $39.9 $191K - $208K
5.21K $208M
600
New
$221.35 - $349.23 $133K - $210K
600 $207M
View all

Top Sells

Reduced Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
-70.6K
- 14.48%
$20.66 - $20.74 $1.46M - $1.46M
417K $8.63B
-16.7K
- 6.34%
$41.8 - $43.15 $697K - $719K
246K $10.5B
-22.6K
- 7.52%
$19.49 - $19.61 $441K - $444K
279K $5.45B
-17.6K
- 25.42%
$7.94 - $13.7 $140K - $241K
51.6K $505M
-350
- 2.71%
$134.16 - $161.44 $47K - $56.5K
12.6K $1.8B
-3K
- 7.69%
N/A
36K $1.63B
View all
Activity Summary
Buys All Purchases 17 New Holdings 6 Increased Positions 11 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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