Worth Financial Advisory Group, LLC Purchases and Sells in Q2 2025

Worth Financial Advisory Group, LLC

  • $163 Billion
  • Q2 2025

Top Buys

Incresed Positions

80 operations
Stock Shares change Price Range Shares Held Trade History
809
+ 5.61%
$354.56 - $497.45 $287K - $402K
15.2K $7.58B
6.89K
+ 394.73%
$146.29 - $275.65 $1.01M - $1.9M
8.64K $2.38B
3.35K
+ 13.75%
$94.31 - $157.99 $316K - $530K
27.8K $4.38B
1.78K
+ 5.68%
$167.32 - $223.3 $298K - $398K
33.1K $7.27B
72
+ 0.41%
$210.28 - $289.91 $15.1K - $20.9K
17.5K $5.07B
325
+ 11.1%
$484.66 - $738.09 $158K - $240K
3.25K $2.4B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
NEUBERGER BERMAN ETF TRUST
22.1K
New
N/A
22.1K $553M
2.48K
New
N/A
2.48K $318M
2.28K
New
$74.01 - $144.25 $169K - $329K
2.28K $311M
677
New
$239.47 - $381.26 $162K - $258K
677 $256M
1.69K
New
$108.68 - $145.07 $183K - $245K
1.69K $239M
4.64K
New
$39.44 - $49.12 $183K - $228K
4.64K $225M
View all

Top Sells

Reduced Positions

40 operations
Stock Shares change Price Range Shares Held Trade History
-8.69K
- 74.57%
$157.66 - $172.39 $1.37M - $1.5M
2.96K $472M
-901
- 51.54%
$231.39 - $318.98 $208K - $287K
847 $270M
-4.44K
- 47.58%
$44.63 - $54.44 $198K - $242K
4.89K $266M
-1.34K
- 37.89%
$126.95 - $183.52 $170K - $246K
2.2K $402M
-1.7K
- 36.35%
$59.99 - $73.18 $102K - $124K
2.98K $218M
-35
- 3.42%
$483.48 - $539.8 $16.9K - $18.9K
988 $480M
View all
Activity Summary
Buys All Purchases 93 New Holdings 13 Increased Positions 80 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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