Wealthspan Partners, LLC Purchases and Sells in Q2 2025

Wealthspan Partners, LLC

  • $222 Million
  • Q2 2025

Top Buys

Incresed Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
265
+ 0.33%
$329.49 - $438.4 $87.3K - $116K
80.3K $35.2M
4.57K
+ 32.92%
$174.82 - $215.79 $800K - $987K
18.5K $3.98M
9.38K
+ 5.7%
$28.02 - $34.71 $263K - $326K
174K $6.01M
20.6K
+ 136.81%
$22.27 - $29.21 $458K - $601K
35.6K $1.04M
6.12K
+ 7.46%
$32.25 - $40.02 $197K - $245K
88.2K $3.53M
307
+ 3.31%
$94.31 - $157.99 $29K - $48.5K
9.57K $1.51M
View all

New Holdings

11 operations
Stock Shares change Price Range Shares Held Trade History
604
New
$470.37 - $663.28 $284K - $401K
604 $400K
5.59K
New
$50.48 - $50.71 $282K - $284K
5.59K $283K
944
New
$224.16 - $285.86 $212K - $270K
944 $269K
463
New
$456.74 - $568.03 $211K - $263K
463 $262K
1.2K
New
$112.33 - $186.13 $134K - $222K
1.2K $222K
7.15K
New
$22.87 - $28.95 $163K - $207K
7.15K $206K
View all

Top Sells

Reduced Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
-5.87K
- 71.39%
$93.15 - $96.56 $547K - $567K
2.35K $225K
-269
- 1.34%
$172.42 - $223.89 $46.4K - $60.2K
19.8K $4.07M
-9.71K
- 17.13%
$51.16 - $62.02 $497K - $602K
47K $2.91M
-2.01K
- 4.7%
N/A
40.7K $7.41M
-4.69K
- 22.13%
$44.8 - $53.97 $210K - $253K
16.5K $890K
-5
- 0.13%
$483.48 - $539.8 $2.42K - $2.7K
3.92K $1.9M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
PEPSICO INC
7.5K
New
N/A
7.5K $0
Activity Summary
Buys All Purchases 55 New Holdings 11 Increased Positions 44 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 1 Puts 0
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