Tanager Wealth Management LLP Purchases and Sells in Q1 2025

Tanager Wealth Management LLP

$769 Billion
Q1 2025

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKAG	47.6K + 4.86%	$40.77 - $42.27 $1.94M - $2.01M	1.03M $43.3B
XHLF	51K + 2.34%	N/A	2.23M $112B
DFIS	84.8K + 36.24%	$23.92 - $26.89 $2.03M - $2.28M	319K $8.24B
PICB	76.2K + 11.36%	$21.08 - $22.48 $1.61M - $1.71M	747K $16.6B
VWO	8.09K + 1.66%	$42.5 - $46.71 $344K - $378K	494K $22.3B
PM	11 + 0.05%	$117.15 - $158.79 $1.29K - $1.75K	22.1K $3.54B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	525K New	$120.29 - $134.6 $63.2M - $70.7M	525K $64.1B
PFF	73.4K New	$30.73 - $32.26 $2.26M - $2.37M	73.4K $2.26B
AVGO	2.67K New	$167.43 - $244.7 $448K - $654K	2.67K $448M
MCD	1.23K New	$279.74 - $321.29 $343K - $394K	1.23K $383M
IWR	3.88K New	$82.81 - $92.93 $322K - $361K	3.88K $330M
VCSH	3.53K New	$77.7 - $78.94 $275K - $279K	3.53K $279M

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-148K - 40.63%	$271.18 - $303.12 $40.1M - $44.8M	216K $59.4B
AVUS	-183K - 44.07%	$90.7 - $101.57 $16.6M - $18.6M	233K $21.5B
GOOG	-8.46K - 6.62%	$156.06 - $207.71 $1.32M - $1.76M	119K $18.6B
AAPL	-3.6K - 4.65%	$209.68 - $247.1 $755K - $890K	73.8K $16.4B
PFXF	-109K - 8.31%	$16.76 - $17.69 $1.83M - $1.93M	1.2M $20.1B
VSS	-17.1K - 24.26%	$110.75 - $119.78 $1.9M - $2.05M	53.5K $6.19B

Activity Summary All Purchases 68 New Holdings 11 Increased Positions 57 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tanager Wealth Management LLP, based on Form 13F filings with the SEC.

News

Stay updated on Tanager Wealth Management LLP with notifications on news.