Waller Financial Planning Group, Inc Purchases and Sells in Q1 2025

Waller Financial Planning Group, Inc

  • $355 Million
  • Q1 2025

Top Buys

Incresed Positions

25 operations
Stock Shares change Price Range Shares Held Trade History
7.18K
+ 0.79%
$33.84 - $37.77 $243K - $271K
918K $33.7M
6.6K
+ 37.62%
$209.68 - $247.1 $1.38M - $1.63M
24.1K $5.36M
2.09K
+ 2.16%
$51.88 - $60.73 $108K - $127K
99K $5.89M
2.92K
+ 0.62%
$39.18 - $43.52 $114K - $127K
474K $19.6M
1.04K
+ 2.14%
$96.1 - $106.37 $99.7K - $110K
49.6K $5M
1.26K
+ 35.57%
$105.44 - $118.93 $133K - $149K
4.79K $569K
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
297
New
$890.62 - $1076.86 $265K - $320K
297 $280K
1.71K
New
$151.94 - $175.86 $260K - $300K
1.71K $262K
455
New
$442.66 - $534.52 $201K - $243K
455 $238K
3.15K
New
$66.78 - $81.42 $210K - $257K
3.15K $226K
790
New
N/A
790 $210K
1.23K
New
$142.06 - $167.7 $174K - $205K
1.23K $203K
View all

Top Sells

Reduced Positions

37 operations
Stock Shares change Price Range Shares Held Trade History
-144K
- 17.74%
$40.03 - $46.81 $5.77M - $6.74M
668K $27.1M
-119K
- 17.44%
$50.21 - $57.73 $5.98M - $6.87M
564K $28.8M
-8.07K
- 9.99%
$554.06 - $615.85 $4.47M - $4.97M
72.7K $40.6M
-55.9K
- 10.11%
$52.19 - $57.45 $2.92M - $3.21M
497K $26.2M
-102K
- 15.07%
$27.01 - $28.54 $2.76M - $2.92M
577K $15.9M
-15.7K
- 24.95%
$77.33 - $90.16 $1.21M - $1.41M
47.1K $3.68M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
300
New
$190.26 - $242.06 $57.1K - $72.6K
300 $57K
Activity Summary
Buys All Purchases 31 New Holdings 6 Increased Positions 25 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 1 Puts 0
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