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
UNM
Unum Group

Financial Services
81
+ 0.76%
$49.81 - $59.44 $4.03K - $4.81K
10.8K $640K
PFF
Ishares Trust Ishares Pfd And

ETFs
609
+ 1.39%
$31.18 - $33.5 $19K - $20.4K
44.3K $1.47M
XLK
Technology Sector Spdr

ETFs
413
+ 15.37%
$197.34 - $237.68 $81.5K - $98.2K
3.1K $699K
XLI
Industrial Sector Spdr

ETFs
300
+ 8.26%
$120.56 - $135.44 $36.2K - $40.6K
3.93K $532K
TXN
Texas Instruments Inc

Technology
453
+ 3.05%
$194.6 - $194.6 $88.2K - $88.2K
15.3K $2.98M
DFUS
Dimensional ETF Tr U S Equity

ETFs
51
+ 0.2%
$56.04 - $62.2 $2.86K - $3.17K
25.1K $1.56M
IWP
Ishares Russell Mid Cap Growth

ETFs
96
+ 0.89%
$103.87 - $117.59 $9.97K - $11.3K
10.9K $1.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
53
+ 0.44%
$77.02 - $85.06 $4.08K - $4.51K
12K $1.02M
BMY
Bristol Myers Squibb CO

Healthcare
74
+ 1.0%
$39.66 - $51.75 $2.93K - $3.83K
7.45K $385K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
923
+ 26.59%
$85.84 - $85.84 $79.2K - $79.2K
4.39K $377K
PAYX
Paychex Inc

Industrials
312
+ 14.33%
$116.17 - $135.19 $36.2K - $42.2K
2.49K $334K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
115
+ 0.4%
$38.51 - $41.69 $4.43K - $4.79K
28.6K $1.19M
MMM
3 M CO

Industrials
7
+ 0.34%
$99.69 - $139.42 $698 - $976
2.06K $281K
ABT
Abbott Laboratories

Healthcare
160
+ 3.06%
$100.07 - $118.13 $16K - $18.9K
5.4K $615K
VTV
Vanguard Value ETF

ETFs
41
+ 0.93%
$159.75 - $174.57 $6.55K - $7.16K
4.45K $776K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
17
+ 0.57%
$256.4 - $289.78 $4.36K - $4.93K
2.99K $849K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
11
+ 0.25%
$125.95 - $142.04 $1.39K - $1.56K
4.43K $629K
HON
Honeywell International Inc

Industrials
687
+ 6.02%
$196.73 - $220.21 $135K - $151K
12.1K $2.5M
CAH
Cardinal Health Inc

Healthcare
27
+ 0.54%
$93.74 - $114.66 $2.53K - $3.1K
4.99K $551K
OKE
Oneok Inc

Energy
19
+ 0.31%
$78.62 - $95.27 $1.49K - $1.81K
6.14K $559K
VV
Vanguard Large Cap ETF

ETFs
12
+ 0.28%
$236.92 - $263.4 $2.84K - $3.16K
4.29K $1.13M
KR
Kroger CO

Consumer Defensive
213
+ 3.29%
$50.43 - $57.3 $10.7K - $12.2K
6.69K $383K
EVRG
Evergy, Inc.

Utilities
41
+ 0.67%
$52.46 - $62.01 $2.15K - $2.54K
6.18K $383K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
335
+ 3.49%
$41.9 - $48.26 $14K - $16.2K
9.93K $475K
CBSH
Commerce Bancshares Inc

Financial Services
57
+ 0.39%
$55.02 - $65.08 $3.14K - $3.71K
14.6K $867K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
17
+ 0.16%
$66.31 - $74.08 $1.13K - $1.26K
10.8K $791K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
305
+ 19.44%
$112.99 - $126.45 $34.5K - $38.6K
1.87K $236K
VB
Vanguard Small Cap ETF

ETFs
18
+ 0.73%
$214.77 - $237.72 $3.87K - $4.28K
2.48K $588K
GS
Goldman Sachs Group Inc

Financial Services
52
+ 10.04%
$459.02 - $510.25 $23.9K - $26.5K
570 $282K
CVX
Chevron Corp

Energy
2.5K
+ 7.1%
$137.88 - $161.97 $344K - $404K
37.6K $5.54M
CRM
Salesforce, Inc.

Technology
1
+ 0.04%
$238.42 - $276.53 $238 - $277
2.65K $725K
MARB
First Tr Exchange Traded Fd Ii

ETFs
1.81K
+ 4.52%
$19.66 - $20.13 $35.6K - $36.4K
41.8K $827K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.06%
$95.54 - $108.77 $382 - $435
6.37K $661K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
303
+ 1.26%
$46.16 - $47.63 $14K - $14.4K
24.4K $1.16M
KIM
Kimco Realty Corp

Real Estate
20
+ 0.18%
$19.24 - $24.06 $385 - $481
11.1K $256K
PFE
Pfizer Inc

Healthcare
490
+ 1.86%
$27.7 - $31.39 $13.6K - $15.4K
26.8K $775K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.13%
$261.88 - $288.1 $786 - $864
2.28K $643K
BND
Vanguard Bd Index Fd Inc Total

ETFs
391
+ 13.78%
$71.45 - $75.64 $27.9K - $29.6K
3.23K $242K
VTWV
Vanguard Russell 2000 Value Et

ETFs
25
+ 0.98%
$132.06 - $150.96 $3.3K - $3.77K
2.58K $379K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.1%
$523.84 - $572.02 $524 - $572
1.05K $596K
VEU
Vanguard Ftse All World Ex Us

ETFs
385
+ 13.68%
$56.47 - $63.69 $21.7K - $24.5K
3.2K $201K
MDLZ
Mondelez International, Inc.

Consumer Defensive
7
+ 0.17%
$64.35 - $75.71 $450 - $530
4.16K $306K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.43K
+ 257.69%
$19.78 - $23.53 $28.2K - $33.5K
1.98K $45K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
331
+ 1.72%
$50.15 - $51.27 $16.6K - $17K
19.6K $1M
MO
Altria Group, Inc.

Consumer Defensive
57
+ 1.09%
$45.95 - $54.71 $2.62K - $3.12K
5.3K $270K
PRU
Prudential Financial Inc

Financial Services
163
+ 4.86%
$105.53 - $127.32 $17.2K - $20.8K
3.52K $425K
SMB
Vaneck Short Muni ETF

ETFs
1.12K
+ 3.05%
$16.96 - $17.29 $19K - $19.4K
37.9K $654K
SCHC
Schwab Strategic Tr Intl Small

ETFs
746
+ 1130.3%
$34.48 - $38.87 $25.7K - $29K
812 $31K
URA
Global X Uranium ETF

ETFs
984
+ 713.04%
$23.18 - $31.26 $22.8K - $30.8K
1.12K $32K
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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