Wealth Collab, LLC Purchases and Sells in Q1 2025

Wealth Collab, LLC

$162 Billion
Q1 2025

Top Buys

Incresed Positions

230 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SSRM	34.7K + 4.07%	$7.06 - $11.21 $245K - $389K	887K $8.89B
MUB	9.61K + 19.54%	$104.71 - $107.69 $1.01M - $1.04M	58.8K $6.2B
VXUS	4.4K + 2.06%	$58.01 - $64.46 $255K - $284K	218K $13.5B
IXUS	2.02K + 1.68%	$65.06 - $72.31 $131K - $146K	122K $8.55B
AVDV	2.52K + 2.9%	$63.74 - $71.96 $161K - $181K	89.4K $6.24B
VNQ	4.28K + 8.1%	$85.55 - $94.34 $366K - $404K	57.1K $5.17B

New Holdings

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	4.18K New	N/A	4.18K $368M
EA SERIES TRUST	2.26K New	N/A	2.26K $252M
GRID	303 New	$113.13 - $127.79 $34.3K - $38.7K	303 $34.3M
EXCHANGE TRADED CONCEPTS TRU	824 New	N/A	824 $31.4M
CORE NATURAL RESOURCES INC	225 New	N/A	225 $17.3M
ILMN	200 New	$79.34 - $144.22 $15.9K - $28.8K	200 $15.9M

Top Sells

Reduced Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-1.6K - 9.28%	$190.26 - $242.06 $304K - $387K	15.6K $2.98B
CRM	-522 - 18.2%	$268.36 - $359.95 $140K - $188K	2.35K $630M
DASH	-1.83K - 86.94%	$168.37 - $213.38 $308K - $390K	275 $50.3M
SCHB	-2.79K - 1.77%	$21.23 - $23.75 $59.3K - $66.3K	155K $3.34B
DFAC	-2.96K - 3.96%	$32.42 - $36.13 $96.1K - $107K	71.9K $2.37B
META	-211 - 12.35%	$576.36 - $736.67 $122K - $155K	1.5K $863M

Activity Summary All Purchases 333 New Holdings 103 Increased Positions 230 All Sells 121 Reductions 121 Sold out 0 Calls 0 Puts 0

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