Advisor Group Holdings, Inc. Purchases in Q4 2024

Advisor Group Holdings, Inc.

  • $39.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
8.23K
+ 5.83%
$68.62 - $82.57 $564K - $679K
149K $10.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.39K
+ 0.46%
$113.92 - $127.38 $614K - $687K
1.17M $135M
CTAS
Cintas Corp

Industrials
856
+ 1.19%
$182.7 - $226.47 $156K - $194K
72.6K $13.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.5K
+ 43.73%
$24.19 - $50.58 $1.03M - $2.15M
140K $3.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.94K
+ 4.69%
$219.66 - $257.62 $645K - $756K
65.5K $14.5M
ETR
Entergy Corp

Utilities
12.3K
+ 25.34%
$73.19 - $156.4 $898K - $1.92M
60.7K $4.6M
SHW
Sherwin Williams CO

Basic Materials
2.79K
+ 4.22%
$338.75 - $399.71 $944K - $1.11M
68.9K $23.4M
BLDR
Builders First Source, Inc.

Industrials
98
+ 0.27%
$142.93 - $198.25 $14K - $19.4K
36.3K $5.18M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
168K
+ 71.69%
$22.63 - $47.53 $3.79M - $7.97M
401K $9.11M
CCI
Crown Castle International Corp

Real Estate
1.79K
+ 2.28%
$89.78 - $119.11 $161K - $213K
80.2K $7.28M
PSA
Public Storage

Real Estate
1.12K
+ 2.6%
$289.33 - $360.21 $323K - $402K
44K $13.2M
PHM
Pultegroup Inc

Consumer Cyclical
12.1K
+ 11.01%
$108.86 - $149.04 $1.32M - $1.81M
122K $13.3M
DHR
Danaher Corp

Healthcare
2.16K
+ 3.4%
$226.16 - $274.52 $488K - $592K
65.5K $15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
608K
+ 84.15%
$25.33 - $51.16 $15.4M - $31.1M
1.33M $34.4M
FNDF
Schwab Fundamental Intl Large

ETFs
6.64K
+ 0.68%
$32.92 - $37.15 $218K - $247K
986K $32.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
105K
+ 80.35%
$27.54 - $83.04 $2.89M - $8.73M
236K $6.54M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.4K
+ 0.43%
$45.07 - $47.1 $514K - $537K
2.63M $119M
ELV
Elevance Health, Inc.

Healthcare
3.24K
+ 7.55%
$365.96 - $514.62 $1.18M - $1.67M
46.1K $17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
302K
+ 105.75%
$22.4 - $68.28 $6.76M - $20.6M
587K $13.6M
CAT
Caterpillar Inc

Industrials
1.02K
+ 0.43%
$360.37 - $416.88 $369K - $427K
241K $87.4M
TSCO
Tractor Supply CO

Consumer Cyclical
2.17K
+ 5.81%
$52.59 - $303.74 $114K - $660K
39.6K $2.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
678K
+ 65.42%
$18.41 - $40.87 $12.5M - $27.7M
1.71M $31.7M
FNDX
Schwab Fundamental U S Large C

ETFs
774K
+ 124.09%
$23.49 - $71.77 $18.2M - $55.5M
1.4M $33.1M
UNH
Unitedhealth Group Inc

Healthcare
6.29K
+ 2.71%
$485.52 - $625.25 $3.05M - $3.93M
239K $121M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.88M
+ 138.72%
$25.79 - $80.4 $152M - $473M
10.1M $264M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.4M
+ 160.01%
$25.93 - $105.3 $166M - $674M
10.4M $290M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.09M
+ 33.42%
$26.93 - $84.95 $29.4M - $92.8M
4.36M $119M
Activity Summary
Buys All Purchases 2078 New Holdings 178 Increased Positions 1900 Sells All Sells 3543 Reductions 3543 Sold out 0 Options Calls 10 Puts 5
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