Financial Partners Group, Inc Purchases in Q3 2024

Financial Partners Group, Inc

  • $660 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FLQM
Franklin Templeton ETF Tr Libe

ETFs
124K
New
$50.64 - $55.7 $6.3M - $6.93M
124K $6.93M
MBB
Ishares Tr

ETFs
62.4K
New
$90.85 - $96.66 $5.67M - $6.03M
62.4K $5.98M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
85.9K
+ 23.9%
$50.85 - $53.88 $4.37M - $4.63M
445K $23.9M
AVUV
American Centy ETF Tr Avantis

ETFs
31.5K
+ 9.45%
$88.24 - $99.7 $2.78M - $3.14M
364K $35M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
45.1K
+ 934.15%
$87.56 - $95.49 $3.94M - $4.3M
49.9K $4.76M
IVV
Ishares Core S&P 500 ETF

ETFs
515
+ 0.47%
$520.18 - $576.82 $268K - $297K
111K $63.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.19K
+ 9.88%
$517.38 - $573.86 $1.65M - $1.83M
35.5K $20.4M
AAPL
Apple Inc.

Technology
778
+ 0.73%
$207.23 - $234.82 $161K - $183K
107K $24.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 6.35%
$94.31 - $103.26 $1.17M - $1.28M
208K $21.3M
SJNK
Spdr Bloomberg Short Term High

ETFs
61.5K
+ 9.25%
$24.8 - $25.75 $1.53M - $1.58M
727K $18.7M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.7K
New
$106.11 - $113.72 $1.24M - $1.33M
11.7K $1.32M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
16.3K
+ 7.42%
$48.27 - $49.43 $786K - $805K
236K $11.6M
PPA
Invesco Exchange Traded Fd Tr

ETFs
6.45K
+ 44.27%
$102.05 - $114.97 $658K - $741K
21K $2.42M
PFF
Ishares Trust Ishares Pfd And

ETFs
19.4K
+ 110.74%
$31.18 - $33.5 $605K - $650K
36.9K $1.23M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
10.5K
+ 9.93%
$40.48 - $45.39 $426K - $477K
116K $5.12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.6K
+ 7.59%
$162.64 - $179.3 $260K - $287K
22.7K $4.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
221
+ 3.25%
$405.19 - $478.57 $89.5K - $106K
7.03K $3.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.81K
New
$77.02 - $85.06 $370K - $409K
4.81K $406K
XLU
Utilities Sector Spdr

ETFs
4.99K
New
$67.67 - $80.78 $338K - $403K
4.99K $403K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
3.07K
+ 21.16%
$82.69 - $94.63 $253K - $290K
17.5K $1.63M
FDVV
Fidelity High Dividend ETF

ETFs
7.5K
New
$46.26 - $50.65 $347K - $380K
7.5K $379K
MUB
Ishares National Muni Bond ETF

ETFs
3.2K
+ 33.9%
$106.13 - $108.7 $339K - $347K
12.6K $1.37M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
931
+ 1.36%
$67.43 - $74.23 $62.8K - $69.1K
69.3K $5.05M
HYMU
Blackrock ETF Tr Ii High Yield
12K
New
$22.51 - $23.25 $270K - $279K
12K $278K
AVLV
American Centy ETF Tr Avantis
4.19K
New
$60.05 - $65.83 $251K - $276K
4.19K $275K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
6.66K
New
$36.95 - $39.81 $246K - $265K
6.66K $265K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
5.41K
+ 23.07%
$35.7 - $41.13 $193K - $223K
28.9K $1.17M
HTRB
Hartford Fds Total Return Bd E

ETFs
7.25K
New
$33.29 - $35.33 $241K - $256K
7.25K $253K
TPYP
Managed Portfolio Ser Tortoise

ETFs
452
+ 0.52%
$28.68 - $32.0 $13K - $14.5K
87.5K $2.74M
HAS
Hasbro, Inc.

Consumer Cyclical
3.24K
New
$56.54 - $72.32 $183K - $234K
3.24K $234K
FTF
Franklin LTD Duration Income Trust

Financial Services
34.7K
New
$6.36 - $6.78 $220K - $235K
34.7K $231K
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.5K
New
$37.22 - $41.47 $205K - $228K
5.5K $227K
ISRG
Intuitive Surgical Inc

Healthcare
446
New
$416.14 - $494.01 $186K - $220K
446 $219K
DOCU
Docusign, Inc.

Technology
3.49K
New
$49.73 - $62.53 $173K - $218K
3.49K $216K
OKE
Oneok Inc

Energy
2.37K
New
$78.62 - $95.27 $186K - $226K
2.37K $216K
AVGO
Broadcom Inc.

Technology
1.25K
New
$136.27 - $1745.86 $170K - $2.18M
1.25K $215K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
5.76K
New
$32.04 - $37.11 $185K - $214K
5.76K $209K
VRT
Vertiv Holdings CO

Industrials
2.41K
New
$86.66 - $86.66 $209K - $209K
2.41K $209K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
7.32K
+ 17.45%
$22.38 - $23.66 $164K - $173K
49.3K $1.16M
IXUS
Ishares Tr

ETFs
2.84K
New
$64.9 - $73.35 $184K - $208K
2.84K $206K
XLF
Financial Sector Spdr

ETFs
4.54K
New
$40.84 - $45.74 $186K - $208K
4.54K $205K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.7K
+ 5.45%
$50.37 - $55.21 $85.7K - $93.9K
32.9K $1.79M
META
Meta Platforms, Inc.

Communication Services
73
+ 3.41%
$453.41 - $572.44 $33.1K - $41.8K
2.22K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 4.49%
$801.83 - $917.05 $80.2K - $91.7K
2.33K $2.06M
NVDA
Nvidia Corp

Technology
2.01K
+ 5.21%
$98.91 - $134.91 $198K - $271K
40.5K $4.92M
NEE
Nextera Energy Inc

Utilities
161
+ 1.53%
$69.9 - $84.97 $11.3K - $13.7K
10.7K $905K
ORCL
Oracle Corp

Technology
148
+ 3.5%
$125.9 - $170.35 $18.6K - $25.2K
4.38K $745K
IVE
Ishares S&P 500 Value ETF

ETFs
458
+ 16.45%
$181.06 - $197.17 $82.9K - $90.3K
3.24K $639K
MCD
Mcdonalds Corp

Consumer Cyclical
55
+ 3.17%
$245.82 - $304.51 $13.5K - $16.7K
1.79K $545K
Activity Summary
Buys All Purchases 102 New Holdings 23 Increased Positions 79 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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