Spartan Planning & Wealth Management Purchases and Sells in Q3 2025

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

Top Buys

Incresed Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
16.9K
+ 57.15%
$117.65 - $120.08 $1.99M - $2.03M
46.5K $5.56M
4.45K
+ 78.44%
$174.36 - $254.72 $776K - $1.13M
10.1K $2.46M
3.34K
+ 1.68%
$74.93 - $80.73 $250K - $269K
201K $16.2M
20
+ 0.04%
$153.3 - $186.58 $3.07K - $3.73K
48K $8.96M
3.51K
+ 78.24%
$175.16 - $255.24 $615K - $896K
8K $1.95M
14.9K
+ 4.57%
$23.5 - $24.94 $350K - $372K
341K $8.51M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
28.9K
New
$202.38 - $256.87 $5.84M - $7.41M
28.9K $7.35M
4.63K
New
$155.17 - $185.42 $718K - $858K
4.63K $858K
3.87K
New
$145.57 - $161.83 $563K - $626K
3.87K $600K
3.14K
New
$134.8 - $184.42 $424K - $579K
3.14K $508K
2.21K
New
$145.84 - $173.55 $322K - $383K
2.21K $366K
4.19K
New
$69.77 - $77.54 $292K - $325K
4.19K $315K
View all

Top Sells

Reduced Positions

34 operations
Stock Shares change Price Range Shares Held Trade History
-37.7K
- 67.12%
$82.38 - $83.0 $3.11M - $3.13M
18.5K $1.53M
-23.3K
- 48.15%
$102.4 - $103.88 $2.38M - $2.42M
25.1K $2.59M
-1.6K
- 47.71%
$332.09 - $358.86 $532K - $575K
1.76K $599K
-456
- 52.53%
$915.95 - $994.57 $418K - $454K
412 $381K
-8.69K
- 44.55%
$50.23 - $50.48 $437K - $439K
10.8K $543K
-1.34K
- 40.55%
$157.77 - $183.27 $211K - $245K
1.96K $318K
View all
Activity Summary
Buys All Purchases 40 New Holdings 12 Increased Positions 28 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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