Shakespeare Wealth Management, Inc. Purchases and Sells in Q1 2025

Shakespeare Wealth Management, Inc.

29 operations

Stock	Shares change	Price Range	Shares Held
FBND	17.6K + 2.79%	$44.41 - $45.98 $780K - $808K	647K $29.5M
AGG	5.91K + 1.96%	$95.85 - $99.25 $566K - $586K	307K $30.3M
SCZ	2.21K + 0.77%	$59.28 - $66.1 $131K - $146K	290K $18.5M
EFG	186 + 0.11%	$96.1 - $106.37 $17.9K - $19.8K	168K $16.8M
VTEB	7.26K + 36.88%	$49.25 - $50.66 $357K - $368K	26.9K $1.34M
VOOV	2.14K + 0.87%	$179.71 - $192.06 $385K - $411K	249K $45.8M

4 operations

Stock	Shares change	Price Range	Shares Held
SPY	1.68K New	$551.42 - $612.93 $925K - $1.03M	1.68K $938K
META	1.27K New	$576.36 - $736.67 $731K - $935K	1.27K $731K
MRK	5.48K New	$83.01 - $101.02 $455K - $554K	5.48K $492K
T	7.13K New	$21.56 - $28.28 $154K - $202K	7.13K $201K

44 operations

Stock	Shares change	Price Range	Shares Held
RPG	-8.77K - 10.92%	$37.33 - $45.03 $327K - $395K	71.5K $2.74M
AAPL	-136 - 1.36%	$209.68 - $247.1 $28.5K - $33.6K	9.87K $2.19M
VTI	-35 - 0.24%	$271.18 - $303.12 $9.49K - $10.6K	14.8K $4.08M
QQEW	-739 - 2.12%	$119.84 - $136.1 $88.6K - $101K	34.1K $4.12M
IWO	-214 - 3.96%	$254.58 - $302.92 $54.5K - $64.8K	5.19K $1.33M
HBAN	-6.06K - 5.77%	$14.28 - $17.39 $86.5K - $105K	99K $1.49M

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