Pack Private Wealth, LLC Purchases and Sells in Q3 2025

Pack Private Wealth, LLC

$212 Million
Q3 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	690 + 1.25%	$620.67 - $670.08 $428K - $462K	55.8K $37.4M
VEA	13.7K + 1.92%	$56.02 - $60.3 $768K - $827K	727K $43.5M
VWO	6.75K + 1.38%	$49.43 - $54.52 $334K - $368K	497K $26.9M
AAPL	7.43K + 298.79%	$202.38 - $256.87 $1.5M - $1.91M	9.91K $2.52M
IJH	7.34K + 2.43%	$62.09 - $66.51 $456K - $488K	309K $20.1M
IJR	2.38K + 2.25%	$108.46 - $120.63 $258K - $287K	108K $12.9M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GTLS	11.7K New	$162.6 - $200.28 $1.9M - $2.34M	11.7K $2.34M
AVGO	3.11K New	$264.74 - $369.57 $823K - $1.15M	3.11K $1.03M
BOTZ	7.36K New	$32.14 - $35.96 $237K - $265K	7.36K $260K
LIT	4.29K New	$38.41 - $56.85 $165K - $244K	4.29K $243K
XLE	2.62K New	$84.25 - $91.99 $221K - $241K	2.62K $234K
FCG	9.86K New	$22.47 - $24.38 $222K - $240K	9.86K $231K

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	-11 - 0.15%	$49.0 - $49.51 $539 - $545	7.15K $353K
VWOB	-10 - 0.21%	N/A	4.8K $299K
IVE	-146 - 2.7%	$194.44 - $206.51 $28.4K - $30.2K	5.26K $1.09M
IVW	-26 - 0.15%	$108.97 - $121.65 $2.83K - $3.16K	16.9K $2.04M
CHRW	-2.5K - 5.67%	$96.73 - $137.09 $242K - $343K	41.6K $5.51M

Activity Summary All Purchases 22 New Holdings 7 Increased Positions 15 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Pack Private Wealth, LLC with notifications on news.