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
IJS
Ishares S&P Smallcap 600 Value

ETFs
226
+ 3.69%
$104.59 - $118.05 $23.6K - $26.7K
6.35K $689K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
327
+ 17.07%
$105.45 - $117.99 $34.5K - $38.6K
2.24K $237K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.2K
+ 3.82%
$48.33 - $49.08 $58K - $58.9K
32.6K $1.58M
EQR
Equity Residential

Real Estate
763
+ 7.87%
$69.12 - $77.48 $52.7K - $59.1K
10.5K $750K
USA
Liberty All Star Equity Fund

Financial Services
4.55K
+ 28.93%
$6.82 - $7.46 $31K - $33.9K
20.3K $140K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
446
+ 11.39%
$74.69 - $79.24 $33.3K - $35.3K
4.36K $328K
FVAL
Fidelity Covington Tr Value Fa

ETFs
240
+ 2.37%
$60.19 - $64.39 $14.4K - $15.5K
10.4K $637K
DUK
Duke Energy Corp

Utilities
1.48K
+ 8.17%
$105.76 - $120.76 $157K - $179K
19.6K $2.11M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
68
+ 0.53%
$11.18 - $13.68 $760 - $930
13K $164K
REET
Ishares Global Reit ETF

ETFs
2.76K
+ 17.17%
$23.43 - $26.54 $64.6K - $73.2K
18.8K $451K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
161
+ 2.21%
$69.3 - $74.3 $11.2K - $12K
7.45K $532K
BMO
Bank Of Montreal

Financial Services
38
+ 1.45%
$89.75 - $103.39 $3.41K - $3.93K
2.65K $257K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
322
+ 3.12%
$42.25 - $43.54 $13.6K - $14K
10.6K $456K
TJX
Tjx Companies Inc

Consumer Cyclical
61
+ 1.42%
$112.15 - $127.2 $6.84K - $7.76K
4.37K $527K
MBB
Ishares Tr

ETFs
329
+ 15.27%
$91.26 - $95.82 $30K - $31.5K
2.48K $227K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
358
+ 7.05%
$83.21 - $88.08 $29.8K - $31.5K
5.44K $463K
TAP
Molson Coors Beverage CO

Consumer Defensive
377
+ 2.41%
$53.97 - $63.88 $20.3K - $24.1K
16K $918K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
162
+ 1.41%
$84.34 - $95.14 $13.7K - $15.4K
11.7K $1.02M
XLB
Select Sector Spdr Fd Material

ETFs
1.07K
+ 18.26%
$83.8 - $97.58 $89.5K - $104K
6.92K $582K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.14K
+ 11.91%
$89.81 - $104.0 $102K - $118K
10.7K $962K
WABC
Westamerica Bancorporation

Financial Services
37
+ 0.69%
$47.14 - $58.54 $1.74K - $2.17K
5.37K $281K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
413
+ 7.0%
$34.64 - $35.72 $14.3K - $14.8K
6.31K $222K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
3.12K
+ 6.64%
$7.83 - $8.16 $24.5K - $25.5K
50.2K $394K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
454
+ 0.67%
$65.67 - $69.79 $29.8K - $31.7K
67.8K $4.55M
HAL
Halliburton CO

Energy
999
+ 14.32%
$25.77 - $31.99 $25.7K - $32K
7.97K $216K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
264
+ 9.51%
$108.6 - $115.42 $28.7K - $30.5K
3.04K $331K
VOE
Vanguard Mid Cap Value Index F

ETFs
572
+ 4.28%
$160.89 - $176.18 $92K - $101K
13.9K $2.25M
JBBB
Janus Detroit Str Tr Henderson

ETFs
150
+ 0.83%
$48.59 - $49.45 $7.29K - $7.42K
18.2K $892K
BOND
Pimco Active Bond Exchange Tra

ETFs
455
+ 6.24%
$90.42 - $94.5 $41.1K - $43K
7.75K $700K
OHI
Omega Healthcare Investors Inc

Real Estate
2.02K
+ 8.47%
$37.51 - $42.56 $75.9K - $86.1K
25.9K $981K
WPM
Wheaton Precious Metals Corp.

Basic Materials
897
+ 10.62%
$56.08 - $68.53 $50.3K - $61.5K
9.34K $525K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
62
+ 1.48%
$78.43 - $87.17 $4.86K - $5.4K
4.26K $341K
PDI
Pimco Dynamic Income Fund

Financial Services
2.23K
+ 12.4%
$18.33 - $20.85 $40.8K - $46.4K
20.2K $370K
JFR
Nuveen Floating Rate Income Fund

Financial Services
600
+ 3.53%
$8.74 - $9.22 $5.24K - $5.53K
17.6K $156K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
347
+ 3.89%
$51.58 - $52.91 $17.9K - $18.4K
9.27K $479K
CL
Colgate Palmolive CO

Consumer Defensive
398
+ 18.04%
$90.22 - $102.31 $35.9K - $40.7K
2.6K $236K
HLN
Haleon PLC

Healthcare
2.26K
+ 14.1%
$9.23 - $10.71 $20.9K - $24.2K
18.3K $175K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
193
+ 0.72%
$20.98 - $21.19 $4.05K - $4.09K
27.1K $571K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
1.98K
+ 14.55%
$8.85 - $11.25 $17.5K - $22.3K
15.6K $138K
SUN
Sunoco LP

Energy
282
+ 6.05%
$50.8 - $56.82 $14.3K - $16K
4.94K $254K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
11
+ 0.17%
$40.26 - $44.35 $443 - $488
6.48K $268K
ICF
Ishares Tr

ETFs
460
+ 10.93%
$58.8 - $66.61 $27K - $30.6K
4.67K $281K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
339
+ 10.24%
$67.29 - $73.38 $22.8K - $24.9K
3.65K $247K
WELL
Welltower Inc.

Real Estate
148
+ 1.99%
$123.11 - $139.3 $18.2K - $20.6K
7.6K $957K
HUBB
Hubbell Inc

Industrials
22
+ 3.94%
$418.89 - $472.12 $9.22K - $10.4K
581 $243K
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.04%
$96.51 - $110.53 $96.5 - $111
2.51K $254K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
376
+ 5.16%
$45.07 - $47.1 $16.9K - $17.7K
7.66K $346K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
175
+ 3.29%
$40.38 - $44.35 $7.07K - $7.76K
5.5K $224K
SLB
Schlumberger Limited

Energy
532
+ 9.93%
$36.83 - $45.59 $19.6K - $24.3K
5.89K $225K
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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