Qtr Family Wealth, LLC Purchases in Q1 2025

Qtr Family Wealth, LLC

  • $133 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
1.24K
New
$167.73 - $179.21 $208K - $222K
1.24K $214M
TRV
Travelers Companies, Inc.

Financial Services
809
New
$232.43 - $265.13 $188K - $214K
809 $214M
NSC
Norfolk Southern Corp

Industrials
881
New
$227.69 - $259.76 $201K - $229K
881 $209M
TGT
Target Corp

Consumer Defensive
1.97K
New
$103.65 - $142.5 $204K - $281K
1.97K $206M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.46K
New
$80.73 - $94.96 $198K - $233K
2.46K $204M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.15K
New
$87.68 - $94.52 $189K - $204K
2.15K $202M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
19.7K
New
$9.49 - $9.97 $187K - $196K
19.7K $188M
Portage Biotech Inc
19.3K
New
N/A
19.3K $178M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
33.6K
New
$3.92 - $4.13 $132K - $139K
33.6K $134M
VTRS
Viatris Inc

Healthcare
12.3K
New
$8.68 - $12.42 $107K - $153K
12.3K $107M
Intensity Therapeutics Inc
17.4K
New
N/A
17.4K $34.3M
Activity Summary
Buys All Purchases 162 New Holdings 162 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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