Pack Private Wealth, LLC Purchases and Sells in Q2 2025

Pack Private Wealth, LLC

$188 Million
Q2 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	19.9K + 2.88%	$45.65 - $57.01 $910K - $1.14M	713K $40.6M
IVV	2.75K + 5.26%	$498.8 - $620.9 $1.37M - $1.71M	55.1K $34.2M
VWO	43.3K + 9.7%	$39.89 - $49.46 $1.73M - $2.14M	490K $24.2M
IJH	23.9K + 8.62%	$51.16 - $62.02 $1.22M - $1.48M	301K $18.7M
IJR	10.1K + 10.57%	$90.56 - $109.49 $915K - $1.11M	106K $11.6M
GNR	10.1K + 7.04%	$45.66 - $55.03 $462K - $557K	154K $8.34M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COPX	5.75K New	$31.24 - $45.59 $180K - $262K	5.75K $258K
MOS	7.09K New	$22.76 - $36.95 $161K - $262K	7.09K $258K
MSFT	493 New	$354.56 - $497.45 $175K - $245K	493 $245K
JPM	803 New	$210.28 - $289.91 $169K - $233K	803 $232K
TSLA	709 New	$221.86 - $362.89 $157K - $257K	709 $225K
DAL	4.23K New	$35.88 - $52.99 $152K - $224K	4.23K $207K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EEM	-26.6K - 75.61%	$38.52 - $48.28 $1.02M - $1.28M	8.58K $413K
CHRW	-1K - 2.22%	$86.97 - $102.82 $87K - $103K	44.1K $4.23M
IEFA	-5.86K - 11.81%	$67.83 - $84.09 $397K - $492K	43.7K $3.65M
AAPL	-125 - 4.79%	$172.42 - $223.89 $21.6K - $28K	2.49K $509K
VIOO	-407 - 9.46%	$83.8 - $101.39 $34.1K - $41.3K	3.89K $394K
IVOO	-412 - 4.86%	$86.58 - $104.98 $35.7K - $43.3K	8.07K $847K

Activity Summary All Purchases 19 New Holdings 7 Increased Positions 12 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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