Ellenbecker Investment Group Purchases and Sells in Q4 2024

Ellenbecker Investment Group

$541 Million
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	30.5K + 41.55%	$370.24 - $418.94 $11.3M - $12.8M	104K $41.7M
AGG	100K + 31.29%	$96.64 - $101.23 $9.7M - $10.2M	421K $40.8M
IWD	39K + 126.75%	$183.23 - $199.79 $7.14M - $7.79M	69.7K $12.9M
VWO	89.2K + 38.99%	$44.04 - $49.49 $3.93M - $4.41M	318K $14M
AOA	26.3K + 33.03%	$76.61 - $79.88 $2.01M - $2.1M	106K $8.1M
AOR	23.2K + 29.22%	$57.32 - $59.66 $1.33M - $1.38M	102K $5.87M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMD	130K New	$54.13 - $59.56 $7.06M - $7.77M	130K $7.13M
PHYL	48.1K New	$34.74 - $35.59 $1.67M - $1.71M	48.1K $1.67M
VONG	4.05K New	$95.27 - $107.82 $386K - $436K	4.05K $418K
AXP	883 New	$267.35 - $305.57 $236K - $270K	883 $262K
UMBF	1.87K New	$101.15 - $127.6 $190K - $239K	1.87K $211K
PIMCO	619K New	N/A	619K $0

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-20.2K - 5.24%	$570.51 - $610.59 $11.5M - $12.3M	365K $215M
VB	-28.4K - 11.02%	$233.76 - $261.58 $6.64M - $7.43M	230K $55.2M
USRT	-59.9K - 33.44%	$55.97 - $62.75 $3.35M - $3.76M	119K $6.83M
VEA	-26.3K - 6.88%	$47.57 - $52.44 $1.25M - $1.38M	356K $17M
IJR	-21.4K - 16.62%	$113.92 - $127.38 $2.44M - $2.72M	107K $12.4M
UCON	-85.3K - 45.27%	$24.55 - $25.16 $2.09M - $2.15M	103K $2.54M

Activity Summary All Purchases 50 New Holdings 6 Increased Positions 44 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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