Wellspring Financial Advisors, LLC Purchases and Sells in Q1 2025

Wellspring Financial Advisors, LLC

  • $899 Billion
  • Q1 2025

Top Buys

Incresed Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
326K
+ 23.41%
$26.05 - $30.88 $8.49M - $10.1M
1.72M $53.1B
186K
+ 102.39%
$81.83 - $82.73 $15.2M - $15.4M
367K $30.4B
35.9K
+ 3.07%
$69.57 - $78.65 $2.5M - $2.82M
1.21M $55.9B
7.4K
+ 3.21%
$85.7 - $93.96 $634K - $695K
238K $6.76B
1.74K
+ 1.72%
$49.74 - $58.96 $86.6K - $103K
103K $6.06B
4K
+ 41.6%
$206.38 - $242.18 $826K - $969K
13.6K $2.81B
View all

New Holdings

4 operations
Stock Shares change Price Range Shares Held Trade History
2.87K
New
$92.49 - $114.57 $266K - $329K
2.87K $276M
463
New
$433.45 - $513.82 $201K - $238K
463 $237M
785
New
N/A
785 $218M
50K
New
$0.61 - $0.96 $30.5K - $48K
50K $30.6M

Top Sells

Reduced Positions

66 operations
Stock Shares change Price Range Shares Held Trade History
-77K
- 67.31%
$192.6 - $233.2 $14.8M - $18M
37.4K $7.39B
-5.15K
- 1.05%
$554.06 - $615.85 $2.85M - $3.17M
483K $271B
-139K
- 21.63%
$100.34 - $100.68 $14M - $14M
504K $50.7B
-96.8K
- 81.62%
$91.17 - $95.39 $8.83M - $9.24M
21.8K $2.08B
-9.61K
- 0.16%
$271.18 - $303.12 $2.61M - $2.91M
6.18M $53.3B
-24.5K
- 2.6%
$167.73 - $179.21 $4.11M - $4.39M
918K $14.5B
View all
Activity Summary
Buys All Purchases 51 New Holdings 4 Increased Positions 47 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wellspring Financial Advisors, LLC Portfolio

Follow Wellspring Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wellspring Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email