Wfa Of San Diego, LLC Purchases and Sells in Q2 2025

Wfa Of San Diego, LLC

$132 Million
Q2 2025

Top Buys

Incresed Positions

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	7.51K + 26.18%	$243.75 - $303.93 $1.83M - $2.28M	36.2K $11M
BND	25.3K + 72.97%	$72.02 - $73.82 $1.82M - $1.87M	60K $4.42M
COST	1.73K + 406.12%	$908.13 - $1056.85 $1.57M - $1.82M	2.15K $2.13M
VGLT	22.5K + 1525.03%	$53.66 - $58.71 $1.21M - $1.32M	24K $1.35M
AMZN	3.53K + 32.6%	$167.32 - $223.3 $590K - $787K	14.3K $3.15M
NVDA	5.08K + 61.84%	$94.31 - $157.99 $479K - $802K	13.3K $2.1M

New Holdings

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PEG	3.5K New	$77.13 - $84.18 $270K - $295K	3.5K $294K
DGX	1.32K New	N/A	1.32K $181K
AEM	900 New	$99.48 - $124.46 $89.5K - $112K	900 $107K
BSJR	4.38K New	$21.81 - $22.71 $95.5K - $99.4K	4.38K $99K
STZ	500 New	$160.0 - $195.62 $80K - $97.8K	500 $81K
DTE	603 New	$127.39 - $139.49 $76.8K - $84.1K	603 $79K

Top Sells

Reduced Positions

109 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSJP	-57.7K - 93.09%	$22.87 - $23.14 $1.32M - $1.34M	4.29K $98K
NVO	-10 - 0.1%	$58.08 - $81.05 $581 - $811	10.3K $711K
SPLV	-7.67K - 15.81%	$68.13 - $74.77 $523K - $574K	40.9K $2.98M
PHDG	-5.55K - 10.04%	$33.15 - $36.46 $184K - $202K	49.8K $1.76M
SPTM	-4.19K - 56.46%	$60.34 - $74.89 $253K - $314K	3.23K $242K
PRF	-9.54K - 12.03%	$35.77 - $42.27 $341K - $403K	69.7K $2.95M

Activity Summary All Purchases 182 New Holdings 70 Increased Positions 112 All Sells 109 Reductions 109 Sold out 0 Calls 0 Puts 0

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