Comprehensive Money Management Services LLC Purchases in Q4 2024

Comprehensive Money Management Services LLC

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
17.1K
New
$24.19 - $24.63 $415K - $422K
17.1K $415M
AVES
American Centy ETF Tr Avantis

ETFs
8.94K
New
$46.2 - $53.09 $413K - $475K
8.94K $413M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
4.54K
New
$89.81 - $104.0 $407K - $472K
4.54K $409M
VTV
Vanguard Value ETF

ETFs
2.36K
New
$168.32 - $181.87 $396K - $428K
2.36K $399M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
6.65K
New
$57.38 - $61.11 $381K - $406K
6.65K $388M
SIMS
Spdr S&P Kensho Intelligent St

ETFs
11.2K
New
$34.05 - $37.54 $382K - $421K
11.2K $383M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.89K
New
$42.33 - $43.3 $376K - $385K
8.89K $379M
Brookfield Renewable Corp
13.7K
New
N/A
13.7K $378M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
29.4K
New
$12.16 - $13.26 $357K - $389K
29.4K $371M
PCH
Potlatchdeltic Corp

Real Estate
9.32K
New
$38.4 - $44.89 $358K - $418K
9.32K $366M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
7.95K
New
$44.29 - $45.82 $352K - $364K
7.95K $353M
FLIN
Franklin Templeton ETF Tr

ETFs
9.25K
New
$37.75 - $41.62 $349K - $385K
9.25K $350M
REG
Regency Centers Corp

Real Estate
4.66K
New
$69.77 - $75.91 $325K - $354K
4.66K $345M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.12K
New
$160.89 - $176.18 $340K - $373K
2.12K $342M
GLD
Spdr Gold Trust

ETFs
1.41K
New
$236.59 - $257.5 $333K - $363K
1.41K $341M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
12.7K
New
$26.63 - $30.23 $339K - $385K
12.7K $339M
WFG
West Fraser Timber Co., LTD

Basic Materials
3.92K
New
$84.65 - $101.14 $331K - $396K
3.92K $339M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
20.9K
New
$15.84 - $17.86 $331K - $373K
20.9K $337M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
19.2K
New
$16.73 - $19.67 $322K - $378K
19.2K $333M
LAND
Gladstone Land Corp

Real Estate
30.3K
New
$10.48 - $13.85 $317K - $419K
30.3K $329M
MBB
Ishares Tr

ETFs
3.52K
New
$91.26 - $95.82 $321K - $337K
3.52K $322M
O
Realty Income Corp

Real Estate
5.99K
New
$51.76 - $64.71 $310K - $388K
5.99K $320M
KR
Kroger CO

Consumer Defensive
5.23K
New
$55.21 - $63.3 $289K - $331K
5.23K $320M
GOOG
Alphabet Inc.

Communication Services
1.65K
New
$163.08 - $198.16 $269K - $327K
1.65K $314M
PEAK
Healthpeak Properties, Inc.

Real Estate
15.5K
New
N/A
15.5K $313M
KGC
Kinross Gold Corp

Basic Materials
33.6K
New
$9.03 - $10.75 $304K - $362K
33.6K $312M
FCX
Freeport Mcmoran Inc

Basic Materials
8.09K
New
$38.08 - $50.82 $308K - $411K
8.09K $308M
BHP
Bhp Group LTD

Basic Materials
6.18K
New
$48.78 - $62.43 $301K - $386K
6.18K $302M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.94K
New
$75.1 - $82.99 $296K - $327K
3.94K $298M
VALE
Vale S.A.

Basic Materials
33.2K
New
$8.74 - $11.78 $291K - $392K
33.2K $295M
Invesco Exchange Traded Fd T
4.36K
New
N/A
4.36K $291M
Healthcare Rlty Tr
17.1K
New
N/A
17.1K $290M
MXI
Ishares Global Materials ETF

ETFs
3.71K
New
$77.6 - $93.04 $288K - $345K
3.71K $288M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
18.7K
New
$14.98 - $16.73 $280K - $313K
18.7K $280M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
New
$18.41 - $40.87 $274K - $608K
14.9K $275M
VIG
Vanguard Dividend Appreciation

ETFs
1.39K
New
N/A
1.39K $272M
XYLG
Global X Fds S&P 500 Covered C

ETFs
9.74K
New
$27.89 - $33.71 $272K - $328K
9.74K $272M
RIO
Rio Tinto PLC

Basic Materials
4.59K
New
$58.59 - $71.15 $269K - $327K
4.59K $270M
FM
Ishares Msci Frontier And Sele

ETFs
9.92K
New
$27.11 - $27.7 $269K - $275K
9.92K $269M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
70.2K
New
$3.76 - $4.47 $264K - $314K
70.2K $265M
FLS
Flowserve Corp

Industrials
4.57K
New
$51.87 - $62.0 $237K - $283K
4.57K $263M
SHEL
Shell PLC

Energy
4.18K
New
$60.63 - $70.23 $253K - $293K
4.18K $262M
EMB
Ishares Tr

ETFs
2.93K
New
$88.94 - $93.46 $261K - $274K
2.93K $261M
CWCO
Consolidated Water Co. Ltd.

Utilities
10.1K
New
$23.65 - $27.44 $238K - $276K
10.1K $261M
MNA
Iq Merger Arbitrage ETF

ETFs
7.83K
New
$32.6 - $33.04 $255K - $259K
7.83K $258M
BP
Bp PLC

Energy
8.69K
New
$28.16 - $33.14 $245K - $288K
8.69K $257M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
19.9K
New
$12.61 - $15.33 $251K - $305K
19.9K $256M
VTR
Ventas, Inc.

Real Estate
4.29K
New
$57.73 - $66.48 $248K - $285K
4.29K $253M
GUNR
Flexshares Tr Morningstar Glob

ETFs
6.68K
New
$36.15 - $41.9 $242K - $280K
6.68K $243M
Activity Summary
Buys All Purchases 178 New Holdings 178 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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