Financial Advisory Service, Inc. Purchases in Q3 2024

Financial Advisory Service, Inc.

  • $1.18 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
344K
+ 1170.83%
$40.83 - $43.12 $14.1M - $14.8M
374K $16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
40.3K
+ 2.95%
$54.98 - $59.51 $2.22M - $2.4M
1.41M $83.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
15.2K
+ 2.22%
$100.75 - $111.62 $1.53M - $1.7M
702K $76.8M
AVLV
American Centy ETF Tr Avantis
51.5K
+ 9.01%
$60.05 - $65.83 $3.09M - $3.39M
624K $41.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
14.8K
+ 2.66%
$71.9 - $79.86 $1.06M - $1.18M
570K $45.3M
AAPL
Apple Inc.

Technology
2.65K
+ 1.88%
$207.23 - $234.82 $549K - $622K
144K $33.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
22.4K
+ 5.09%
$81.1 - $89.18 $1.82M - $2M
462K $40.5M
EFG
Msci Eafe Growth ETF

ETFs
8.6K
+ 2.22%
$96.84 - $108.77 $832K - $935K
396K $42.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
6.17K
+ 2.08%
$85.03 - $94.56 $525K - $584K
303K $28.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2.45K
+ 43.12%
$520.18 - $576.82 $1.27M - $1.41M
8.13K $4.69M
AVSC
American Centy ETF Tr Avantis
5.46K
+ 2.3%
$49.07 - $56.13 $268K - $306K
243K $13.1M
BSX
Boston Scientific Corp

Healthcare
14.2K
+ 195.91%
$72.96 - $84.0 $1.04M - $1.2M
21.5K $1.8M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
8.25K
+ 11.87%
$72.52 - $82.35 $598K - $679K
77.7K $6.36M
AVUV
American Centy ETF Tr Avantis

ETFs
7.26K
+ 8.52%
$88.24 - $99.7 $641K - $724K
92.6K $8.88M
WMT
Walmart Inc.

Consumer Defensive
1.53K
+ 2.02%
$66.91 - $81.4 $102K - $125K
77.3K $6.25M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.49K
+ 0.82%
$75.47 - $83.18 $113K - $124K
184K $15.3M
LMT
Lockheed Martin Corp

Industrials
332
+ 4.42%
$460.3 - $584.56 $153K - $194K
7.85K $4.59M
AVGO
Broadcom Inc.

Technology
41.5K
+ 975.68%
$136.27 - $1745.86 $5.66M - $72.5M
45.8K $7.9M
MCD
Mcdonalds Corp

Consumer Cyclical
483
+ 2.66%
$245.82 - $304.51 $119K - $147K
18.7K $5.69M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.02K
+ 1.82%
$162.83 - $179.16 $166K - $183K
57K $10.2M
AVDE
American Centy ETF Tr Avantis

ETFs
2.44K
+ 1.5%
$60.09 - $67.67 $147K - $165K
165K $11M
HD
Home Depot, Inc.

Consumer Cyclical
481
+ 4.09%
$333.64 - $405.2 $160K - $195K
12.3K $4.97M
CAT
Caterpillar Inc

Industrials
320
+ 2.44%
$316.8 - $391.12 $101K - $125K
13.4K $5.26M
HDV
Ishares Core High Dividend ETF

ETFs
729
+ 0.9%
$107.62 - $118.76 $78.5K - $86.6K
82K $9.64M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
7.33K
+ 2.44%
$39.37 - $41.68 $288K - $305K
308K $12.8M
JNJ
Johnson & Johnson

Healthcare
1.28K
+ 3.48%
$145.48 - $167.38 $187K - $215K
38.1K $6.17M
ABBV
Abb Vie Inc.

Healthcare
808
+ 3.37%
$163.84 - $199.33 $132K - $161K
24.8K $4.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.7K
+ 39.73%
$57.32 - $62.65 $615K - $672K
37.7K $2.35M
NEE
Nextera Energy Inc

Utilities
2.44K
+ 6.23%
$69.9 - $84.97 $171K - $208K
41.7K $3.52M
NVDA
Nvidia Corp

Technology
8.26K
+ 6.71%
$98.91 - $134.91 $817K - $1.11M
132K $16M
BX
Blackstone Inc.

Financial Services
784
+ 3.76%
$120.77 - $159.66 $94.7K - $125K
21.6K $3.31M
IWM
Ishares Russell 2000 ETF

ETFs
1.6K
+ 7.64%
$200.87 - $224.6 $321K - $359K
22.5K $4.98M
SBUX
Starbucks Corp

Consumer Cyclical
1.16K
+ 3.85%
$72.51 - $98.6 $83.8K - $114K
31.2K $3.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.77K
+ 9.09%
$105.53 - $118.34 $292K - $328K
33.2K $3.88M
JPM
Jpmorgan Chase & CO

Financial Services
1.61K
+ 4.85%
$194.9 - $224.8 $315K - $363K
34.9K $7.35M
VEA
Vanguard Ftse Developed Market

ETFs
11.1K
+ 125.14%
$47.6 - $53.31 $528K - $591K
19.9K $1.05M
DUK
Duke Energy Corp

Utilities
1.4K
+ 4.68%
$99.35 - $117.71 $139K - $164K
31.3K $3.6M
TAXF
American Centy ETF Tr Diversif

ETFs
10.5K
+ 20.99%
$50.16 - $51.43 $525K - $538K
60.3K $3.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.98K
+ 1.29%
$45.87 - $48.53 $137K - $145K
234K $11.3M
TSLA
Tesla, Inc.

Consumer Cyclical
530
+ 7.89%
$191.76 - $263.26 $102K - $140K
7.25K $1.9M
FNDF
Schwab Fundamental Intl Large

ETFs
1.44K
+ 0.66%
$33.67 - $37.71 $48.3K - $54.1K
218K $8.16M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
214
+ 0.3%
$83.76 - $91.82 $17.9K - $19.6K
71.8K $6.55M
VO
Vanguard Mid Cap ETF

ETFs
1.96K
+ 226.65%
$237.84 - $263.83 $465K - $516K
2.82K $743K
KEMX
Kraneshares Tr

ETFs
2.04K
+ 0.51%
$28.41 - $32.22 $57.9K - $65.7K
403K $12.6M
MDT
Medtronic PLC

Healthcare
1.13K
+ 3.16%
$76.84 - $91.03 $87.1K - $103K
37K $3.33M
AMT
American Tower Corp

Real Estate
436
+ 4.19%
$192.27 - $242.73 $83.8K - $106K
10.8K $2.52M
TRV
Travelers Companies, Inc.

Financial Services
578
+ 5.06%
$201.87 - $242.35 $117K - $140K
12K $2.81M
IEFA
Ishares Tr

ETFs
2.86K
+ 5.95%
$70.09 - $78.74 $201K - $226K
51K $3.98M
ETN
Eaton Corp PLC

Industrials
878
+ 8.09%
$272.52 - $333.02 $239K - $292K
11.7K $3.89M
Activity Summary
Buys All Purchases 248 New Holdings 24 Increased Positions 224 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 1 Puts 1
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