Allegiance Financial Group Advisory Services LLC Incresed Positions in Q2 2024

Allegiance Financial Group Advisory Services LLC

  • $261 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.2K
+ 12.23%
$245.23 - $269.4 $2.74M - $3.01M
103K $27.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
42.8K
+ 19.84%
$46.64 - $47.15 $2M - $2.02M
259K $12.2B
AVIG
American Centy ETF Tr Avantis

ETFs
51K
+ 20.12%
$39.99 - $41.15 $2.04M - $2.1M
304K $12.4B
DFAU
Dimensional ETF Tr

ETFs
34.9K
+ 10.29%
$34.53 - $37.67 $1.2M - $1.31M
374K $14B
AVLV
American Centy ETF Tr Avantis
33.8K
+ 9.07%
$60.74 - $64.14 $2.06M - $2.17M
407K $25.6B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
37.7K
+ 14.22%
$35.59 - $36.41 $1.34M - $1.37M
303K $11B
AVDV
American Centy ETF Tr Avantis

ETFs
20.9K
+ 10.06%
$63.81 - $68.36 $1.33M - $1.43M
228K $14.8B
DFAI
Dimensional ETF Tr

ETFs
35.7K
+ 13.03%
$28.93 - $30.91 $1.03M - $1.1M
309K $9.18B
IDEV
Ishares Core Msci Intl Develop

ETFs
14.8K
+ 11.62%
$64.09 - $68.74 $950K - $1.02M
142K $9.34B
AVRE
American Centy ETF Tr Avantis
22.1K
+ 13.95%
$38.89 - $42.05 $861K - $931K
181K $7.45B
AVES
American Centy ETF Tr Avantis

ETFs
11.2K
+ 11.72%
$46.2 - $50.62 $520K - $569K
107K $5.23B
AAPL
Apple Inc.

Technology
407
+ 2.83%
$165.0 - $216.67 $67.2K - $88.2K
14.8K $3.11B
AVUV
American Centy ETF Tr Avantis

ETFs
13.3K
+ 9.6%
$86.93 - $93.77 $1.16M - $1.25M
152K $13.7B
IEMG
Ishares Inc

ETFs
6.72K
+ 11.44%
$50.02 - $54.95 $336K - $369K
65.4K $3.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
867
+ 1.29%
$40.83 - $44.89 $35.4K - $38.9K
68.1K $2.98B
AMZN
Amazon Com Inc

Consumer Cyclical
636
+ 17.97%
$173.67 - $197.85 $110K - $126K
4.18K $807M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.86K
+ 5.48%
$70.55 - $72.66 $132K - $135K
35.9K $2.58B
FSCO
Fs Cr Opportunities Corp Com
14K
+ 31.38%
N/A
58.6K $373M
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.23%
$495.16 - $548.49 $4.46K - $4.94K
3.94K $2.14B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
452
+ 1.47%
$112.27 - $120.96 $50.7K - $54.7K
31.2K $3.67B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.04K
+ 0.96%
$56.22 - $60.47 $58.3K - $62.7K
110K $6.42B
NVDA
Nvidia Corp

Technology
2.7K
+ 702.86%
$118.11 - $1224.4 $319K - $3.3M
3.08K $381M
VNQ
Vanguard Specialized Funds Van

ETFs
666
+ 8.0%
$78.61 - $85.97 $52.4K - $57.3K
8.99K $753M
LDOS
Leidos Holdings, Inc.

Technology
4
+ 0.24%
$123.76 - $151.15 $495 - $605
1.7K $247M
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.04%
$155.33 - $168.56 $466 - $506
8.3K $1.37B
DFIV
Dimensional ETF Tr

ETFs
1.87K
+ 2.82%
$35.5 - $38.02 $66.3K - $71.1K
68.2K $2.45B
CVX
Chevron Corp

Energy
100
+ 5.75%
$152.57 - $166.33 $15.3K - $16.6K
1.84K $288M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
248
+ 1.59%
$49.55 - $50.44 $12.3K - $12.5K
15.9K $796M
DISV
Dimensional ETF Tr Dimensional

ETFs
481
+ 1.65%
$26.23 - $28.56 $12.6K - $13.7K
29.7K $799M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.12%
$180.08 - $204.79 $360 - $410
1.68K $340M
DFIC
Dimensional ETF Tr Dimensional

ETFs
311
+ 1.38%
$25.73 - $27.44 $8K - $8.53K
22.8K $600M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
12
+ 0.3%
$81.25 - $88.21 $975 - $1.06K
4.06K $348M
VZ
Verizon Communications Inc

Communication Services
1
+ 0.01%
$38.6 - $42.84 $38.6 - $42.8
10.1K $416M
DFSV
Dimensional ETF Tr Dimensional

ETFs
31
+ 0.4%
$27.81 - $30.13 $862 - $934
7.79K $224M
PEP
Pepsico Inc

Consumer Defensive
10
+ 0.77%
$163.33 - $183.11 $1.63K - $1.83K
1.31K $215M
BRSP
Bright Spire Capital, Inc.

Real Estate
638
+ 4.8%
$5.7 - $6.6 $3.64K - $4.21K
13.9K $79.4M
F
Ford Motor CO

Consumer Cyclical
93
+ 0.22%
$11.56 - $13.65 $1.08K - $1.27K
42.2K $530M
VO
Vanguard Mid Cap ETF

ETFs
96
+ 1.28%
$234.99 - $248.98 $22.6K - $23.9K
7.58K $1.84B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
27
+ 0.12%
$38.53 - $40.76 $1.04K - $1.1K
22.1K $869M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$144.38 - $157.78 $144 - $158
3.03K $443M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.03%
$168.76 - $219.13 $169 - $219
3.35K $582M
SIRI
Sirius Xm Holdings Inc.

Communication Services
856
+ 0.87%
$2.53 - $3.83 $2.17K - $3.28K
98.9K $280M
VTWO
Vanguard Russell 2000 ETF

ETFs
448
+ 0.93%
$77.95 - $84.63 $34.9K - $37.9K
48.6K $3.99B
Activity Summary
Buys All Purchases 47 New Holdings 3 Increased Positions 44 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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