Wealth Management Nebraska Purchases and Sells in Q1 2025

Wealth Management Nebraska

$657 Billion
Q1 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVSC	159K + 30.0%	$48.08 - $56.12 $7.64M - $8.92M	689K $60.1B
SPIB	199K + 4.77%	$32.5 - $33.3 $6.45M - $6.61M	4.36M $145B
AVLV	80.5K + 14.92%	$63.51 - $70.42 $5.11M - $5.67M	620K $40.5B
AVDV	28.8K + 5.78%	$63.74 - $71.96 $1.84M - $2.07M	527K $36.7B
DIMENSIONAL ETF TRUST	71.8K + 21.93%	N/A	399K $24.5B
DFUS	85.6K + 14.26%	$59.61 - $66.71 $5.11M - $5.71M	686K $41.5B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	573K New	$64.88 - $72.1 $37.2M - $41.3M	573K $37.7B
VT	136K New	$115.08 - $123.97 $15.6M - $16.8M	136K $15.7B
IWP	20.3K New	$114.9 - $139.6 $2.33M - $2.83M	20.3K $2.38B
AGG	9K New	$95.85 - $99.25 $863K - $893K	9K $890M
AVUS	8.23K New	$90.7 - $101.57 $747K - $836K	8.23K $760M
XOM	2.28K New	$105.44 - $118.93 $240K - $271K	2.28K $271M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	-63.2K - 24.1%	$50.44 - $58.1 $3.19M - $3.67M	199K $10.2B
IVV	-6.14K - 50.71%	$554.06 - $615.85 $3.4M - $3.78M	5.97K $3.35B
DFAS	-2.73K - 0.49%	$58.81 - $68.2 $161K - $186K	554K $33.1B
DFUV	-23.5K - 3.2%	$39.96 - $43.3 $940K - $1.02M	712K $29.3B
VCIT	-8.54K - 5.55%	$79.17 - $82.04 $676K - $700K	145K $11.9B
VBR	-1.46K - 56.65%	$183.02 - $207.75 $267K - $303K	1.12K $208M

Activity Summary All Purchases 52 New Holdings 12 Increased Positions 40 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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