Ameritas Advisory Services, LLC Purchases in Q4 2024

Ameritas Advisory Services, LLC

  • $2.78 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.2K
+ 282.14%
$22.01 - $66.82 $290K - $882K
17.9K $405K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.5K
+ 14.45%
N/A
11.9K $742K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.68K
+ 36.48%
$36.54 - $37.53 $98.1K - $101K
10K $369K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.4K
+ 37.84%
$63.58 - $71.15 $88.9K - $99.5K
5.1K $331K
ACN
Accenture PLC

Technology
269
+ 11.66%
$343.9 - $376.86 $92.5K - $101K
2.58K $906K
SCHG
Schwab Strategic Tr Us Large C

ETFs
161K
+ 279.4%
$25.93 - $105.3 $4.17M - $16.9M
218K $6.08M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
696
+ 2.91%
$238.25 - $261.28 $166K - $182K
24.6K $5.96M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
854
+ 21.21%
$104.52 - $115.08 $89.3K - $98.3K
4.88K $514K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
2.22K
+ 2.83%
$19.62 - $21.98 $43.6K - $48.8K
80.7K $1.68M
LQD
Ishares Iboxx $ Investment Gra

ETFs
986
+ 38.52%
$106.56 - $113.11 $105K - $112K
3.55K $378K
KLAC
Kla Corp

Technology
237
+ 51.3%
$614.46 - $829.55 $146K - $197K
699 $440K
AB
Alliancebernstein Holding L.P.

Financial Services
766
+ 3.28%
$34.59 - $38.68 $26.5K - $29.6K
24.1K $894K
MLM
Martin Marietta Materials Inc

Basic Materials
172
+ 37.15%
$516.5 - $619.58 $88.8K - $107K
635 $327K
OXY
Occidental Petroleum Corp

Energy
1.81K
+ 31.81%
$45.36 - $55.91 $82.3K - $101K
7.52K $371K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
661
+ 10.47%
$70.54 - $79.61 $46.6K - $52.6K
6.98K $530K
VT
Vanguard Total World Stk Index

ETFs
817
+ 9.64%
$117.09 - $123.07 $95.7K - $101K
9.3K $1.09M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
1.86K
+ 25.53%
$42.95 - $45.72 $80.1K - $85.2K
9.16K $395K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.15K
+ 21.68%
$34.25 - $37.94 $73.5K - $81.4K
12K $437K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
410
+ 6.93%
$182.19 - $195.69 $74.7K - $80.2K
6.32K $1.16M
UBER
Uber Technologies, Inc

Technology
2.54K
+ 47.23%
$59.93 - $86.34 $152K - $219K
7.92K $477K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.19K
+ 16.64%
$70.31 - $77.39 $83.7K - $92.1K
8.34K $586K
FDX
Fedex Corp

Industrials
45
+ 0.63%
$260.5 - $305.15 $11.7K - $13.7K
7.15K $2.01M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
879
+ 8.63%
$125.4 - $135.42 $110K - $119K
11.1K $1.39M
GD
General Dynamics Corp

Industrials
410
+ 38.32%
$260.28 - $314.03 $107K - $129K
1.48K $389K
SHEL
Shell PLC

Energy
1.46K
+ 18.49%
$60.63 - $70.23 $88.5K - $102K
9.35K $586K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
762
+ 22.5%
$72.18 - $81.41 $55K - $62K
4.15K $313K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.29K
+ 5.63%
$24.19 - $24.63 $79.5K - $81K
61.7K $1.49M
VEA
Vanguard Ftse Developed Market

ETFs
9.53K
+ 12.11%
$47.57 - $52.44 $453K - $500K
88.2K $4.22M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
3.86K
+ 5.55%
$8.24 - $11.07 $31.8K - $42.7K
73.3K $684K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.77K
+ 56.55%
$59.25 - $72.99 $105K - $129K
4.9K $292K
IYE
Ishares Tr

ETFs
1.51K
+ 14.76%
$43.93 - $51.37 $66.2K - $77.5K
11.7K $534K
EDV
Vanguard Extended Duration Tre

ETFs
1.36K
+ 52.21%
$67.27 - $79.67 $91.3K - $108K
3.96K $267K
DFNL
Davis Fundamental ETF Tr

ETFs
1.3K
+ 14.94%
$36.31 - $41.34 $47.1K - $53.7K
9.99K $380K
IXN
Ishares Global Information Tec

ETFs
572
+ 14.73%
$80.67 - $87.84 $46.1K - $50.2K
4.46K $377K
PSTG
Pure Storage, Inc.

Technology
50
+ 1.1%
$48.19 - $66.6 $2.41K - $3.33K
4.61K $283K
EDOW
First Tr Exchange Traded Fd

ETFs
958
+ 2.02%
$35.29 - $38.02 $33.8K - $36.4K
48.4K $1.76M
AMP
Ameriprise Financial Inc

Financial Services
14
+ 2.08%
$473.15 - $574.01 $6.62K - $8.04K
687 $365K
DFAE
Dimensional ETF Tr

ETFs
3.92K
+ 15.79%
$25.36 - $28.15 $99.3K - $110K
28.7K $728K
IJK
Ishares S&P Midcap 400 Growth

ETFs
633
+ 6.3%
$90.66 - $99.46 $57.4K - $63K
10.7K $971K
IEF
Ishares Barclays

ETFs
1.42K
+ 9.38%
$92.08 - $98.18 $130K - $139K
16.5K $1.53M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.09K
+ 6.18%
$23.29 - $23.93 $71.9K - $73.9K
53K $1.24M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
2.65K
+ 13.24%
$20.56 - $21.33 $54.5K - $56.5K
22.7K $465K
ROP
Roper Technologies Inc

Industrials
112
+ 18.6%
$519.85 - $575.95 $58.2K - $64.5K
714 $371K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
370
+ 10.49%
$134.53 - $150.65 $49.8K - $55.7K
3.9K $527K
AZN
Astrazeneca PLC

Healthcare
1.95K
+ 25.86%
$63.2 - $79.58 $123K - $155K
9.49K $621K
IYK
Ishares U.S. Consumer Staples

ETFs
1.07K
+ 14.24%
$65.32 - $70.92 $69.7K - $75.7K
8.56K $561K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.18K
+ 2.34%
$14.38 - $15.35 $16.9K - $18.1K
51.6K $770K
PAYX
Paychex Inc

Industrials
171
+ 11.12%
$135.86 - $148.73 $23.2K - $25.4K
1.71K $239K
TLRY
Tilray Brands, Inc.

Healthcare
24.3K
New
$1.16 - $1.77 $28.2K - $43K
24.3K $32K
Activity Summary
Buys All Purchases 581 New Holdings 95 Increased Positions 486 Sells All Sells 260 Reductions 260 Sold out 0 Options Calls 0 Puts 0
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