Shanker Valleau Wealth Advisors, Inc. Purchases and Sells in Q1 2025

Shanker Valleau Wealth Advisors, Inc.

  • $294 Million
  • Q1 2025

Top Buys

Incresed Positions

10 operations
Stock Shares change Price Range Shares Held Trade History
215K
+ 10.38%
$32.42 - $36.13 $6.97M - $7.77M
2.29M $75.4M
36.2K
+ 6.62%
$39.96 - $43.3 $1.45M - $1.57M
582K $24M
9.33K
+ 2.9%
$40.62 - $44.31 $379K - $413K
331K $14.2M
28.4K
+ 15.26%
$50.44 - $58.1 $1.43M - $1.65M
215K $11M
11K
+ 4.03%
$48.33 - $49.5 $533K - $546K
285K $13.9M
3.84K
+ 2.88%
$26.09 - $30.21 $100K - $116K
137K $3.99M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
1.24K
New
$271.18 - $303.12 $336K - $376K
1.24K $338K
1.99K
New
$92.12 - $108.98 $184K - $217K
1.99K $217K
831
New
$225.19 - $279.95 $187K - $233K
831 $203K
1.22K
New
$142.06 - $167.7 $173K - $204K
1.22K $202K
576
New
$306.92 - $362.71 $177K - $209K
576 $201K
1.17K
New
$167.73 - $179.21 $196K - $209K
1.17K $199K
View all

Top Sells

Reduced Positions

6 operations
Stock Shares change Price Range Shares Held Trade History
-300
- 2.7%
$209.68 - $247.1 $62.9K - $74.1K
10.8K $2.4M
-114
- 1.81%
$55.93 - $57.47 $6.38K - $6.55K
6.19K $348K
DIMENSIONAL ETF TRUST
-144K
- 79.3%
N/A
37.7K $0
-3.03K
- 3.09%
$60.63 - $68.55 $184K - $208K
95.2K $6.31M
-31.2K
- 6.78%
$35.33 - $40.77 $1.1M - $1.27M
430K $16.9M
-18.5K
- 1.27%
$24.45 - $27.2 $453K - $503K
1.44M $37.7M
View all
Activity Summary
Buys All Purchases 16 New Holdings 6 Increased Positions 10 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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