Wells Financial Advisors Inc Purchases and Sells in Q1 2024

Wells Financial Advisors Inc

  • $143 Million
  • Q1 2024

Top Buys

Incresed Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
1.2K
+ 0.59%
$63.12 - $73.73 $75.7K - $88.4K
203K $14.8M
1.79K
+ 2.59%
$144.62 - $165.44 $259K - $296K
70.9K $11.6M
117
+ 0.56%
$301.05 - $346.61 $35.2K - $40.6K
21K $7.22M
456
+ 1.44%
$184.42 - $205.72 $84.1K - $93.8K
32.1K $6.6M
245
+ 0.19%
$36.14 - $39.86 $8.85K - $9.77K
133K $5.26M
47
+ 1.24%
$469.56 - $525.73 $22.1K - $24.7K
3.84K $2.02M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
83.9K
New
$54.97 - $61.53 $4.61M - $5.16M
83.9K $5.16M
6K
New
$50.36 - $51.06 $302K - $306K
6K $303K
2K
New
$44.98 - $46.29 $90K - $92.6K
2K $91K
ALPHA ARCHITECT 1-3 MONTH BOX ETF
33
New
N/A
33 $0
BLACKROCK FLEXIBLE INCOME ETF
77.4K
New
N/A
77.4K $0

Top Sells

Reduced Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
-110K
- 60.59%
$77.86 - $83.58 $8.57M - $9.2M
71.6K $5.98M
-3.2K
- 39.88%
$102.35 - $110.52 $328K - $354K
4.82K $533K
-4.74K
- 2.5%
$57.88 - $58.54 $275K - $278K
185K $10.7M
-2.07K
- 56.25%
$79.91 - $94.41 $165K - $195K
1.61K $152K
-2.35K
- 11.27%
$50.35 - $50.6 $118K - $119K
18.5K $933K
-577
- 2.37%
$71.76 - $73.66 $41.4K - $42.5K
23.8K $1.73M
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-600
Closed
$87.76 - $106.97 $52.7K - $64.2K
0 $0
Activity Summary
Buys All Purchases 18 New Holdings 5 Increased Positions 13 Sells All Sells 18 Reductions 17 Sold out 1 Options Calls 0 Puts 0
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