Market Street Wealth Management Advisors LLC Purchases and Sells in Q1 2025

Market Street Wealth Management Advisors LLC

  • $522 Million
  • Q1 2025

Top Buys

Incresed Positions

38 operations
Stock Shares change Price Range Shares Held Trade History
208K
+ 18.46%
$40.79 - $42.32 $8.47M - $8.79M
1.33M $56.1M
17.5K
+ 2.06%
$25.54 - $28.79 $447K - $504K
867K $24.1M
571
+ 3.73%
$725.72 - $929.72 $414K - $531K
15.9K $13.1M
7.5K
+ 0.66%
$46.74 - $47.55 $350K - $357K
1.15M $54.6M
17.4K
+ 2.18%
$24.64 - $26.86 $428K - $467K
814K $21.1M
13.8K
+ 123.77%
$50.39 - $50.66 $696K - $700K
25K $1.26M
View all

New Holdings

1 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
398K
New
N/A
398K $0

Top Sells

Reduced Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
-417K
- 47.67%
$48.33 - $49.5 $20.1M - $20.6M
457K $22.3M
-85.7K
- 50.49%
$79.17 - $82.04 $6.78M - $7.03M
84K $6.86M
-1.11K
- 2.16%
$369.1 - $427.61 $411K - $476K
50.4K $18.7M
-4.01K
- 0.74%
$64.88 - $72.1 $260K - $289K
536K $35.1M
-818
- 2.6%
$554.06 - $615.85 $453K - $504K
30.7K $17.2M
-184
- 0.92%
$360.07 - $417.26 $66.3K - $76.8K
19.8K $7.13M
View all
Activity Summary
Buys All Purchases 39 New Holdings 1 Increased Positions 38 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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