Ml & R Wealth Management LLC Purchases and Sells in Q1 2024

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024

Top Buys

Incresed Positions

14 operations
Stock Shares change Price Range Shares Held Trade History
1K
+ 101.73%
$396.28 - $446.38 $396K - $446K
1.98K $880K
1.24K
+ 28.28%
$141.82 - $157.74 $176K - $195K
5.62K $886K
19
+ 0.49%
$367.75 - $429.37 $6.99K - $8.16K
3.89K $1.64M
43
+ 1.11%
$167.09 - $200.3 $7.18K - $8.61K
3.9K $781K
55
+ 15.58%
$592.2 - $792.28 $32.6K - $43.6K
408 $317K
225
+ 2.87%
$54.61 - $61.05 $12.3K - $13.7K
8.07K $492K
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
17.7K
New
$26.23 - $29.18 $464K - $517K
17.7K $516K
1.79K
New
$113.24 - $131.95 $202K - $236K
1.79K $235K
DIMENSIONAL ETF TRUST
8.54K
New
N/A
8.54K $0

Top Sells

Reduced Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
-157K
- 18.59%
$28.62 - $31.95 $4.5M - $5.02M
688K $22M
-30.6K
- 35.81%
$79.93 - $89.5 $2.45M - $2.74M
54.9K $4.91M
-52.5K
- 32.73%
$24.73 - $27.24 $1.3M - $1.43M
108K $2.93M
-19.5K
- 58.64%
$53.02 - $58.54 $1.03M - $1.14M
13.8K $797K
-48.3K
- 6.42%
$56.66 - $62.34 $2.74M - $3.01M
704K $43.9M
-2.3K
- 9.92%
$169.0 - $195.18 $388K - $449K
20.9K $3.58M
View all
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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