Wellspring Financial Advisors, LLC Purchases and Sells in Q2 2025

Wellspring Financial Advisors, LLC

  • $996 Billion
  • Q2 2025

Top Buys

Incresed Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
8.04K
+ 1.67%
$498.8 - $620.9 $4.01M - $4.99M
491K $305B
59.2K
+ 4.91%
$67.83 - $84.09 $4.01M - $4.98M
1.27M $63.6B
2.64K
+ 0.04%
$243.75 - $303.93 $644K - $802K
6.18M $59.1B
613K
+ 1661.46%
$496.48 - $617.85 $304M - $379M
650K $23.5B
15.7K
+ 0.57%
$114.78 - $133.31 $1.8M - $2.09M
2.79M $64B
6.34K
+ 21.21%
$94.31 - $157.99 $598K - $1M
36.2K $6.09B
View all

New Holdings

46 operations
Stock Shares change Price Range Shares Held Trade History
108K
New
$154.86 - $239.07 $16.7M - $25.8M
108K $25.7B
3.5K
New
$281.67 - $351.0 $985K - $1.23M
3.5K $1.23B
ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044
37.7K
New
N/A
37.7K $1.14B
4.48K
New
$174.82 - $215.79 $783K - $967K
4.48K $967M
6.41K
New
$36.68 - $74.46 $235K - $477K
6.41K $476M
5.2K
New
$60.98 - $80.12 $317K - $417K
5.2K $417M
View all

Top Sells

Reduced Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
-216K
- 42.83%
$100.35 - $100.71 $21.7M - $21.7M
288K $29B
-49.2K
- 13.4%
$82.21 - $83.12 $4.05M - $4.09M
318K $26.4B
-8.85K
- 23.66%
$176.34 - $218.59 $1.56M - $1.93M
28.6K $6.21B
-3.14K
- 13.72%
$468.22 - $566.51 $1.47M - $1.78M
19.7K $11.2B
-6.46K
- 9.67%
$121.58 - $136.74 $786K - $884K
60.4K $8.19B
-6.35K
- 0.69%
$153.67 - $176.74 $975K - $1.12M
911K $13.7B
View all
Activity Summary
Buys All Purchases 121 New Holdings 46 Increased Positions 75 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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