Cpa Asset Management LLC Purchases in Q4 2024

Cpa Asset Management LLC

  • $215 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
210K
+ 119.78%
$29.0 - $31.6 $6.09M - $6.63M
385K $11.2B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
40.9K
+ 56.69%
$44.21 - $46.46 $1.81M - $1.9M
113K $5.01B
VO
Vanguard Mid Cap ETF

ETFs
3.95K
+ 15.55%
$261.5 - $284.63 $1.03M - $1.12M
29.3K $7.74B
DFSD
Dimensional ETF Tr Short Durat

ETFs
22.9K
+ 17.35%
$46.75 - $47.8 $1.07M - $1.09M
155K $7.25B
FLV
American Centy ETF Tr Focused

ETFs
15.7K
+ 39.65%
$66.11 - $71.93 $1.03M - $1.13M
55.1K $3.68B
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.38K
+ 9.21%
$61.52 - $66.5 $577K - $624K
111K $7.09B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.98K
+ 14.39%
$63.58 - $71.15 $507K - $567K
63.4K $4.13B
VUG
Vanguard Growth ETF

ETFs
631
+ 12.38%
$378.79 - $428.11 $239K - $270K
5.73K $2.35B
FISV
Fiserv Inc

Technology
1.06K
New
N/A
1.06K $217M
WFC
Wells Fargo & Company

Financial Services
2.98K
New
$54.98 - $77.35 $164K - $231K
2.98K $209M
DAL
Delta Air Lines, Inc.

Industrials
3.37K
New
$47.46 - $65.77 $160K - $221K
3.37K $204M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.4K
+ 12.59%
$47.65 - $48.6 $162K - $165K
30.4K $1.45B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.91K
+ 14.64%
$33.92 - $36.6 $64.9K - $70K
15K $518M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25.1K
+ 4.43%
$44.87 - $46.86 $1.13M - $1.18M
591K $26.5B
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.37K
+ 7.37%
$30.18 - $33.87 $41.4K - $46.4K
20K $615M
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 0.71%
$178.39 - $215.0 $5.53K - $6.67K
4.38K $844M
MINN
Trust For Professional Mgrs Ma
1.34K
+ 12.54%
$21.93 - $22.63 $29.3K - $30.2K
12K $264M
CGDV
Capital Group Divid Value ETF

ETFs
955
+ 5.43%
$35.16 - $37.12 $33.6K - $35.4K
18.6K $654M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.05%
$176.42 - $186.91 $176 - $187
2.08K $370M
HIGH
Simplify Exchange Traded Fds E
95
+ 0.74%
N/A
13K $299M
SVOL
Simplify ETF Simplify Volatili

ETFs
751
+ 1.97%
$20.4 - $21.93 $15.3K - $16.5K
39K $810M
DFIP
Dimensional ETF Tr Inflation P

ETFs
15.1K
+ 3.72%
$40.31 - $42.43 $608K - $640K
421K $17B
NEE
Nextera Energy Inc

Utilities
4
+ 0.04%
$69.77 - $85.43 $279 - $342
9.89K $709M
DIHP
Dimensional ETF Tr Dimensional

ETFs
19K
+ 6.7%
$25.15 - $27.57 $479K - $525K
303K $7.65B
DFAE
Dimensional ETF Tr

ETFs
13.5K
+ 2.14%
$25.36 - $28.15 $343K - $380K
644K $16.3B
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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