Octavia Wealth Advisors, LLC Purchases and Sells in Q3 2025

Octavia Wealth Advisors, LLC

  • $990 Million
  • Q3 2025

Top Buys

Incresed Positions

153 operations
Stock Shares change Price Range Shares Held Trade History
14.9K
+ 1.44%
$94.33 - $105.31 $1.41M - $1.57M
1.05M $109M
5.67K
+ 3.1%
$202.38 - $256.87 $1.15M - $1.46M
189K $48.1M
61.2K
+ 2.96%
$52.12 - $55.33 $3.19M - $3.39M
2.13M $118M
6.61K
+ 6.11%
$174.36 - $254.72 $1.15M - $1.68M
115K $27.9M
8.53K
+ 5.84%
$153.3 - $186.58 $1.31M - $1.59M
154K $28.8M
101K
+ 6.94%
$45.26 - $46.63 $4.59M - $4.73M
1.56M $72.2M
View all

New Holdings

40 operations
Stock Shares change Price Range Shares Held Trade History
82.8K
New
$21.14 - $21.81 $1.75M - $1.81M
82.8K $1.8M
2.06K
New
$242.14 - $275.72 $499K - $569K
2.06K $538K
689
New
$620.01 - $738.53 $427K - $509K
689 $480K
16.5K
New
$26.38 - $27.95 $436K - $461K
16.5K $450K
3.79K
New
$103.26 - $115.0 $391K - $436K
3.79K $426K
1.16K
New
$339.37 - $366.46 $395K - $427K
1.16K $425K
View all

Top Sells

Reduced Positions

49 operations
Stock Shares change Price Range Shares Held Trade History
-625
- 2.61%
$157.77 - $183.27 $98.6K - $115K
23.3K $3.78M
-4.37K
- 49.1%
$91.44 - $91.77 $400K - $401K
4.53K $415K
-41
- 0.93%
$112.25 - $124.0 $4.6K - $5.08K
4.35K $497K
-445
- 11.58%
$182.33 - $194.5 $81.1K - $86.6K
3.4K $661K
-994
- 3.68%
$69.82 - $73.93 $69.4K - $73.5K
26K $1.86M
-152
- 13.78%
$212.64 - $225.25 $32.3K - $34.2K
951 $203K
View all
Activity Summary
Buys All Purchases 193 New Holdings 40 Increased Positions 153 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email