Wealth Management Nebraska Purchases in Q4 2024

Wealth Management Nebraska

  • $615 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.16M
New
$32.65 - $33.68 $136M - $140M
4.16M $136B
AVSC
American Centy ETF Tr Avantis
530K
New
$52.7 - $59.57 $27.9M - $31.6M
530K $51.2B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
612K
New
$25.3 - $26.31 $15.5M - $16.1M
612K $42.2B
DFIV
Dimensional ETF Tr

ETFs
1.18M
New
$34.86 - $37.97 $41.3M - $44.9M
1.18M $42B
DFUS
Dimensional ETF Tr U S Equity

ETFs
601K
New
$61.52 - $66.5 $37M - $39.9M
601K $38.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
557K
New
$63.58 - $71.15 $35.4M - $39.6M
557K $36.3B
AVLV
American Centy ETF Tr Avantis
540K
New
$65.51 - $71.22 $35.4M - $38.5M
540K $36.1B
AVDV
American Centy ETF Tr Avantis

ETFs
498K
New
$63.85 - $70.4 $31.8M - $35.1M
498K $32.4B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
736K
New
$40.38 - $44.35 $29.7M - $32.6M
736K $30.1B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.2M
New
$24.94 - $26.14 $30M - $31.5M
1.2M $30.1B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
233K
New
$77.86 - $79.27 $18.1M - $18.4M
233K $18.1B
DFAT
Dimensional ETF Tr U S Target

ETFs
262K
New
$54.54 - $61.04 $14.3M - $16M
262K $14.6B
DFAE
Dimensional ETF Tr

ETFs
558K
New
$25.36 - $28.15 $14.2M - $15.7M
558K $14.2B
VCIT
Vanguard Intermediate Term Cor

ETFs
154K
New
$80.13 - $83.77 $12.3M - $12.9M
154K $12.3B
DFIS
Dimensional ETF Tr Dimensional

ETFs
390K
New
$24.25 - $26.7 $9.46M - $10.4M
390K $9.58B
Dimensional ETF Trust
360K
New
N/A
360K $9.19B
IVV
Ishares Core S&P 500 ETF

ETFs
12.1K
New
$570.51 - $610.59 $6.91M - $7.39M
12.1K $7.09B
AVIV
American Centy ETF Tr Avantis
86.9K
New
$51.24 - $55.81 $4.45M - $4.85M
86.9K $4.51B
SPSB
Spdr Portfolio Short Term Corp

ETFs
80.6K
New
$29.77 - $30.19 $2.4M - $2.43M
80.6K $2.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.87K
New
$442.29 - $483.08 $1.71M - $1.87M
3.87K $1.75B
AXON
Axon Enterprise, Inc.

Industrials
2.28K
New
$399.22 - $689.78 $909K - $1.57M
2.28K $1.35B
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.5K
New
$71.75 - $75.11 $1.33M - $1.39M
18.5K $1.33B
AAPL
Apple Inc.

Technology
5.04K
New
$221.69 - $259.02 $1.12M - $1.3M
5.04K $1.26B
TXN
Texas Instruments Inc

Technology
6.73K
New
N/A
6.73K $1.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.23K
New
$521.84 - $558.82 $1.16M - $1.24M
2.23K $1.2B
MSFT
Microsoft Corp

Technology
2.83K
New
$406.35 - $454.46 $1.15M - $1.28M
2.83K $1.19B
VTI
Vanguard Total Stock Market Et

ETFs
3.98K
New
$280.04 - $302.45 $1.11M - $1.2M
3.98K $1.15B
NVDA
Nvidia Corp

Technology
7.47K
New
$117.0 - $148.88 $874K - $1.11M
7.47K $1B
WMT
Walmart Inc.

Consumer Defensive
10.7K
New
$79.1 - $95.7 $848K - $1.03M
10.7K $969M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
New
$567.81 - $607.81 $912K - $977K
1.61K $942M
MUB
Ishares National Muni Bond ETF

ETFs
8.8K
New
$105.78 - $108.7 $930K - $956K
8.8K $937M
Ea Series Trust
6.38K
New
N/A
6.38K $703M
AVIG
American Centy ETF Tr Avantis

ETFs
17K
New
$40.48 - $42.48 $687K - $721K
17K $688M
AMZN
Amazon Com Inc

Consumer Cyclical
2.98K
New
$180.88 - $232.93 $539K - $695K
2.98K $654M
VBR
Vanguard Small Cap Value ETF

ETFs
2.57K
New
$197.36 - $217.3 $508K - $559K
2.57K $510M
V
Visa Inc.

Financial Services
1.55K
New
$273.87 - $320.91 $424K - $497K
1.55K $490M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.59K
New
$84.34 - $95.14 $471K - $532K
5.59K $488M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
18.6K
New
$26.16 - $29.13 $486K - $542K
18.6K $487M
VB
Vanguard Small Cap ETF

ETFs
1.89K
New
$233.76 - $261.58 $441K - $494K
1.89K $453M
BITO
Proshares Tr Bitcoin Strategy

ETFs
15.3K
New
$16.99 - $27.42 $260K - $420K
15.3K $413M
VO
Vanguard Mid Cap ETF

ETFs
1.53K
New
$261.5 - $284.63 $400K - $435K
1.53K $404M
META
Meta Platforms, Inc.

Communication Services
660
New
$554.08 - $632.68 $366K - $418K
660 $386M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.3K
New
$49.79 - $51.14 $363K - $373K
7.3K $366M
EFX
Equifax Inc

Industrials
1.4K
New
$245.03 - $293.5 $343K - $411K
1.4K $357M
QQQ
Invesco Qqq Trust, Series 1

ETFs
671
New
$481.22 - $538.17 $323K - $361K
671 $343M
CAT
Caterpillar Inc

Industrials
937
New
$360.37 - $416.88 $338K - $391K
937 $340M
VEA
Vanguard Ftse Developed Market

ETFs
7.04K
New
$47.57 - $52.44 $335K - $369K
7.04K $337M
GOOGL
Alphabet Inc.

Communication Services
1.74K
New
$161.86 - $196.66 $281K - $342K
1.74K $329M
TSLA
Tesla, Inc.

Consumer Cyclical
776
New
$213.65 - $479.86 $166K - $372K
776 $313M
Activity Summary
Buys All Purchases 71 New Holdings 71 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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