Wealth Management Nebraska Purchases and Sells in Q3 2025

Wealth Management Nebraska

$839 Billion
Q3 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPIB	517K + 11.76%	$33.26 - $34.01 $17.2M - $17.6M	4.92M $167B
AVSC	77.5K + 9.36%	$51.33 - $58.63 $3.98M - $4.54M	905K $90.1B
DIMENSIONAL ETF TRUST	106K + 21.81%	N/A	594K $42.7B
AVLV	83K + 12.09%	$68.33 - $72.69 $5.67M - $6.03M	769K $55.6B
AVDV	7.64K + 1.41%	$79.24 - $89.03 $606K - $680K	548K $48.8B
DFIV	46.7K + 4.03%	$42.66 - $46.53 $1.99M - $2.17M	1.21M $55.7B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFSV	37.7K New	$29.2 - $32.74 $1.1M - $1.23M	37.7K $1.2B
DFEV	13.8K New	$29.97 - $32.38 $414K - $448K	13.8K $441M
DFEM	13.7K New	$29.55 - $32.52 $405K - $446K	13.7K $440M
FIDELITY WISE ORIGIN BITCOIN	3.51K New	N/A	3.51K $350M
SSGA ACTIVE TR	12.4K New	N/A	12.4K $317M
AGQ	4.1K New	$47.2 - $76.88 $193K - $315K	4.1K $312M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VT	-25.2K - 19.87%	$128.41 - $138.03 $3.24M - $3.48M	102K $14B
TXN	-12 - 0.17%	N/A	6.91K $1.27B
IWP	-1.51K - 6.86%	$137.51 - $145.26 $207K - $219K	20.5K $2.91B
MUB	-489 - 7.87%	$103.24 - $106.68 $50.5K - $52.2K	5.73K $610M
NEE	-670 - 13.01%	$69.77 - $77.54 $46.7K - $52K	4.48K $338M
META	-6 - 0.68%	$695.21 - $791.73 $4.17K - $4.75K	877 $644M

Activity Summary All Purchases 58 New Holdings 13 Increased Positions 45 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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