Allegiance Financial Group Advisory Services LLC Purchases in Q3 2024

Allegiance Financial Group Advisory Services LLC

  • $287 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.4K
+ 4.28%
$255.18 - $283.2 $1.12M - $1.25M
107K $30.3B
AVLV
American Centy ETF Tr Avantis
24.2K
+ 5.94%
$60.05 - $65.83 $1.45M - $1.59M
431K $28.4B
AVDV
American Centy ETF Tr Avantis

ETFs
12.9K
+ 5.64%
$62.52 - $71.12 $805K - $916K
241K $17B
AVUV
American Centy ETF Tr Avantis

ETFs
9.69K
+ 6.36%
$88.24 - $99.7 $855K - $966K
162K $15.5B
DFAU
Dimensional ETF Tr

ETFs
21.9K
+ 5.86%
$35.8 - $39.69 $783K - $868K
395K $15.7B
AVRE
American Centy ETF Tr Avantis
11.4K
+ 6.31%
$40.95 - $48.28 $467K - $551K
192K $9.06B
AVIV
American Centy ETF Tr Avantis
12.5K
+ 6.68%
$50.37 - $56.43 $628K - $704K
199K $11.2B
AVIG
American Centy ETF Tr Avantis

ETFs
19.9K
+ 6.55%
$40.41 - $42.73 $806K - $852K
324K $13.8B
IDEV
Ishares Core Msci Intl Develop

ETFs
8.91K
+ 6.26%
$63.46 - $71.43 $565K - $636K
151K $10.7B
DFAI
Dimensional ETF Tr

ETFs
21K
+ 6.8%
$28.69 - $32.06 $604K - $675K
330K $10.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
18.8K
+ 6.2%
$36.06 - $37.66 $676K - $706K
321K $12.1B
AVES
American Centy ETF Tr Avantis

ETFs
6.99K
+ 6.52%
$46.0 - $52.55 $321K - $367K
114K $5.95B
IEMG
Ishares Inc

ETFs
4.68K
+ 7.15%
$53.64 - $53.64 $251K - $251K
70.1K $4.03B
Innovator Etfs Trust
15.6K
New
N/A
15.6K $417M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
12.1K
New
$31.92 - $33.91 $388K - $412K
12.1K $412M
GE
General Electric CO

Industrials
1.86K
New
$156.66 - $189.66 $291K - $352K
1.86K $350M
T
At&T Inc.

Communication Services
13.5K
New
$18.21 - $22.28 $247K - $302K
13.5K $298M
FCNCA
First Citizens Bancshares Inc

Financial Services
40
+ 3.39%
$1685.92 - $2128.51 $67.4K - $85.1K
1.22K $2.25B
BMY
Bristol Myers Squibb CO

Healthcare
4.72K
New
$39.66 - $51.75 $187K - $244K
4.72K $244M
Siriusxm Holdings Inc
9.97K
New
N/A
9.97K $236M
CMCSA
Comcast Corp

Communication Services
5.32K
New
$37.33 - $41.78 $198K - $222K
5.32K $222M
TSLA
Tesla, Inc.

Consumer Cyclical
148
+ 5.2%
$191.76 - $263.26 $28.4K - $39K
3K $784M
HWM
Howmet Aerospace Inc.

Industrials
2.13K
New
$77.3 - $100.22 $165K - $214K
2.13K $214M
PNOV
Innovator U.S. Equity Power Bu
5.5K
New
N/A
5.5K $203M
TFC
Truist Financial Corp

Financial Services
4.74K
New
$38.22 - $44.94 $181K - $213K
4.74K $203M
KO
Coca Cola CO

Consumer Defensive
2.8K
New
$62.69 - $73.01 $176K - $205K
2.8K $202M
DFIV
Dimensional ETF Tr

ETFs
585
+ 0.86%
$34.66 - $38.38 $20.3K - $22.5K
68.7K $2.62B
BND
Vanguard Bd Index Fd Inc Total

ETFs
706
+ 1.97%
$71.45 - $75.64 $50.4K - $53.4K
36.6K $2.75B
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.13%
$517.38 - $573.86 $2.59K - $2.87K
3.94K $2.26B
DFUS
Dimensional ETF Tr U S Equity

ETFs
410
+ 1.52%
$56.04 - $62.2 $23K - $25.5K
27.4K $1.7B
XOM
Exxon Mobil Corp

Energy
900
+ 25.06%
$109.72 - $119.0 $98.7K - $107K
4.49K $527M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.1K
+ 4.98%
$38.51 - $41.69 $42.4K - $45.9K
23.2K $968M
DISV
Dimensional ETF Tr Dimensional

ETFs
76
+ 0.26%
$26.06 - $29.18 $1.98K - $2.22K
29.8K $865M
JNJ
Johnson & Johnson

Healthcare
40
+ 1.32%
$145.48 - $167.38 $5.82K - $6.7K
3.07K $498M
DFAS
Dimensional ETF Tr U S Small C

ETFs
177
+ 2.25%
$59.25 - $65.33 $10.5K - $11.6K
8.04K $522M
NVDA
Nvidia Corp

Technology
420
+ 13.62%
$98.91 - $134.91 $41.5K - $56.7K
3.5K $425M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
130
+ 0.84%
$76.38 - $78.87 $9.93K - $10.3K
15.5K $1.22B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13
+ 0.32%
$85.03 - $94.56 $1.11K - $1.23K
4.07K $379M
LDOS
Leidos Holdings, Inc.

Technology
4
+ 0.24%
$142.66 - $163.02 $571 - $652
1.7K $277M
DFSV
Dimensional ETF Tr Dimensional

ETFs
25
+ 0.32%
$28.25 - $31.7 $706 - $793
7.82K $241M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.05%
$95.54 - $108.77 $95.5 - $109
2.1K $218M
FSCO
Fs Cr Opportunities Corp Com
1.99K
+ 3.39%
N/A
60.6K $385M
MPC
Marathon Petroleum Corp

Energy
249
+ 7.42%
$158.61 - $180.75 $39.5K - $45K
3.6K $587M
BRSP
Bright Spire Capital, Inc.

Real Estate
722
+ 5.18%
$5.12 - $6.64 $3.7K - $4.79K
14.7K $82.1M
FSK
Fs Kkr Capital Corp

Financial Services
43
+ 0.31%
$18.74 - $20.43 $806 - $878
14K $277M
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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