Wealthspan Partners, LLC Purchases and Sells in Q3 2025

Wealthspan Partners, LLC

  • $238 Million
  • Q3 2025

Top Buys

Incresed Positions

41 operations
Stock Shares change Price Range Shares Held Trade History
23.1K
+ 33.13%
$78.96 - $80.04 $1.82M - $1.85M
92.8K $7.42M
4.29K
+ 37.05%
$279.83 - $293.74 $1.2M - $1.26M
15.9K $4.66M
16.5K
+ 16.93%
$45.26 - $46.63 $746K - $768K
114K $5.26M
3.26K
+ 1.87%
$34.05 - $36.55 $111K - $119K
177K $6.44M
370
+ 0.82%
$132.9 - $142.03 $49.2K - $52.6K
45.7K $6.44M
27
+ 0.64%
$390.92 - $477.15 $10.6K - $12.9K
4.22K $2.01M
View all

New Holdings

4 operations
Stock Shares change Price Range Shares Held Trade History
2.74K
New
$105.16 - $140.03 $288K - $384K
2.74K $371K
1.23K
New
$130.68 - $186.97 $161K - $230K
1.23K $224K
5.92K
New
$30.25 - $35.69 $179K - $211K
5.92K $203K
MORGAN STANLEY ETF TRUST
6.52K
New
N/A
6.52K $0

Top Sells

Reduced Positions

50 operations
Stock Shares change Price Range Shares Held Trade History
-21.6K
- 45.9%
$62.09 - $66.51 $1.34M - $1.43M
25.4K $1.66M
-2.54K
- 6.25%
N/A
38.1K $6.95M
-1.73K
- 14.41%
$77.05 - $85.16 $134K - $148K
10.3K $862K
-710
- 11.24%
$102.4 - $103.88 $72.7K - $73.8K
5.6K $579K
-6
- 0.09%
$71.36 - $83.47 $428 - $501
6.73K $491K
-5
- 1.46%
$915.95 - $994.57 $4.58K - $4.97K
337 $311K
View all

Options

Calls

2 operations
Stock Shares change Price Range Shares Held Trade History
JD.COM INC
19K
New
N/A
19K $0
NOVO-NORDISK A S
6K
New
N/A
6K $0

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
SPDR S&P 500 ETF TR
2K
New
N/A
2K $0
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 2 Puts 1
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