Wealthstream Advisors, Inc. Purchases and Sells in Q1 2025

Wealthstream Advisors, Inc.

$512 Million
Q1 2025

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIC	104K + 3.35%	$25.54 - $28.79 $2.65M - $2.99M	3.21M $89.1M
DFEM	50.9K + 3.56%	$25.35 - $27.46 $1.29M - $1.4M	1.48M $39.2M
DUHP	35.2K + 3.53%	$32.57 - $35.82 $1.15M - $1.26M	1.03M $34.2M
BRK-B	158 + 6.6%	$442.66 - $534.52 $69.9K - $84.5K	2.55K $1.36M
GE	14 + 0.29%	$168.59 - $212.13 $2.36K - $2.97K	4.92K $985K
AVDE	922 + 4.32%	$60.63 - $68.55 $55.9K - $63.2K	22.3K $1.48M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PGR	858 New	$235.61 - $291.22 $202K - $250K	858 $242K
MMC	943 New	$208.48 - $244.03 $197K - $230K	943 $230K
SNY	3.77K New	$48.15 - $59.42 $182K - $224K	3.77K $209K
BABA	1.58K New	$80.53 - $147.57 $127K - $233K	1.58K $208K
VXUS	3.35K New	$58.01 - $64.46 $194K - $216K	3.35K $207K
ELP	10.5K New	$5.78 - $7.54 $60.5K - $79K	10.5K $76K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	-83.6K - 14.26%	$59.61 - $66.71 $4.98M - $5.58M	503K $30.4M
IWV	-133 - 0.25%	$313.1 - $349.83 $41.6K - $46.5K	53.9K $17.1M
AAPL	-111 - 0.61%	$209.68 - $247.1 $23.3K - $27.4K	18.1K $4.02M
GOOG	-257 - 2.11%	$156.06 - $207.71 $40.1K - $53.4K	11.9K $1.86M
VTHR	-70 - 0.21%	$243.2 - $272.04 $17K - $19K	33.8K $8.35M
TSLA	-256 - 9.54%	$222.15 - $428.22 $56.9K - $110K	2.43K $629K

Activity Summary All Purchases 84 New Holdings 8 Increased Positions 76 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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