Coordinated Financial Services, Inc./Co Purchases in Q1 2025

Coordinated Financial Services, Inc./Co

  • $131 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
48.9K
New
$45.56 - $47.23 $2.23M - $2.31M
48.9K $2.3B
J P Morgan Exchange Traded F
36.2K
New
N/A
36.2K $2.16B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
68.2K
+ 104.64%
$22.25 - $23.0 $1.52M - $1.57M
133K $3.07B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.22K
+ 67.05%
$105.1 - $109.61 $759K - $791K
18K $1.95B
GLD
Spdr Gold Trust

ETFs
126
+ 1.3%
$243.19 - $288.14 $30.6K - $36.3K
9.81K $2.83B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.3K
New
$50.39 - $50.66 $670K - $674K
13.3K $673M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
+ 159.09%
$51.45 - $58.51 $515K - $585K
16.3K $843M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
25.2K
New
$18.18 - $18.58 $458K - $468K
25.2K $466M
SPIB
Spdr Portfolio Intermediate Te

ETFs
13.6K
+ 80.46%
$32.5 - $33.3 $440K - $451K
30.4K $1.01B
J P Morgan Exchange Traded F
7.85K
New
N/A
7.85K $420M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.96K
New
$101.98 - $115.66 $403K - $458K
3.96K $405M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.05K
+ 145.66%
$76.94 - $78.28 $389K - $395K
8.52K $667M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
18.7K
+ 64.28%
$19.43 - $19.62 $363K - $366K
47.7K $934M
BSCU
Invesco Exc Self Ind Tr

ETFs
21.9K
+ 86.33%
$16.2 - $16.64 $354K - $364K
47.2K $783M
WMT
Walmart Inc.

Consumer Defensive
40
+ 0.25%
$84.5 - $105.05 $3.38K - $4.2K
15.8K $1.39B
PRU
Prudential Financial Inc

Financial Services
2.84K
New
$105.04 - $122.33 $298K - $347K
2.84K $317M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
17.2K
+ 295.84%
$24.29 - $24.65 $418K - $424K
23K $568M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
13.5K
+ 98.51%
N/A
27.1K $552M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.36K
+ 28.34%
$169.43 - $182.84 $230K - $248K
6.14K $1.06B
CRM
Salesforce, Inc.

Technology
1K
New
$268.36 - $359.95 $269K - $360K
1K $269M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.48K
+ 18.64%
$56.17 - $59.71 $251K - $267K
28.5K $1.63B
Invesco Exch Trd Slf Idx Fd
12.6K
New
N/A
12.6K $263M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
33.7K
+ 144.59%
$22.46 - $23.26 $757K - $784K
57K $1.32B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
67.9K
+ 205.69%
$27.01 - $28.54 $1.83M - $1.94M
101K $2.82B
Bank America Corp
179
+ 20.89%
N/A
1.04K $1.28B
DVN
Devon Energy Corp

Energy
6.44K
New
$33.15 - $38.55 $213K - $248K
6.44K $241M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
9.55K
New
N/A
9.55K $230M
PFE
Pfizer Inc

Healthcare
8.75K
New
$25.01 - $27.13 $219K - $237K
8.75K $222M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.97K
New
$42.18 - $45.16 $210K - $224K
4.97K $220M
CTRA
Coterra Energy Inc.

Energy
7.52K
New
$25.51 - $29.83 $192K - $224K
7.52K $217M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.6K
New
$80.21 - $86.14 $209K - $224K
2.6K $215M
SCHO
Schwab Short Term Us Treasury

ETFs
14K
+ 264.15%
$24.1 - $24.34 $337K - $341K
19.3K $470M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10K
+ 41.73%
$20.05 - $20.4 $201K - $205K
34.1K $694M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.55K
+ 36.52%
$49.78 - $53.19 $177K - $189K
13.3K $679M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.7K
New
$23.16 - $27.04 $202K - $235K
8.7K $204M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
363
+ 2.41%
$126.11 - $135.06 $45.8K - $49K
15.4K $1.99B
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
New
$182.82 - $196.21 $197K - $211K
1.08K $202M
VCR
Vanguard Consumer Discretionar

ETFs
618
New
$318.51 - $391.75 $197K - $242K
618 $201M
VNQ
Vanguard Specialized Funds Van

ETFs
1.24K
+ 10.08%
$85.55 - $94.34 $106K - $117K
13.5K $1.22B
HON
Honeywell International Inc

Industrials
819
+ 77.19%
$202.75 - $226.52 $166K - $186K
1.88K $398M
Wells Fargo CO New
132
+ 25.88%
N/A
642 $771M
GS
Goldman Sachs Group Inc

Financial Services
212
+ 43.35%
$524.81 - $672.19 $111K - $143K
701 $383M
Ishares Bitcoin Trust ETF
1.64K
+ 24.66%
N/A
8.29K $388M
BSCV
Invesco ETF Self Indexed Fd Tr
8.73K
+ 35.0%
$15.87 - $16.38 $139K - $143K
33.7K $549M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.54K
+ 19.32%
$102.49 - $119.96 $157K - $184K
9.49K $992M
UPS
United Parcel Service Inc

Industrials
1.76K
+ 95.08%
$109.66 - $136.26 $193K - $240K
3.61K $397M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.3K
+ 138.88%
$18.36 - $20.51 $409K - $457K
38.4K $759M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.71K
+ 18.64%
$19.42 - $19.54 $130K - $131K
42.7K $832M
SOFI
So Fi Technologies, Inc.

Financial Services
1.8K
+ 7.53%
$11.18 - $18.03 $20.1K - $32.5K
25.7K $299M
Activity Summary
Buys All Purchases 83 New Holdings 19 Increased Positions 64 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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