Great Valley Advisor Group, Inc. Purchases in Q4 2024

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5
+ 0.09%
$121.89 - $135.52 $609 - $678
5.42K $676K
CTAS
Cintas Corp

Industrials
179
+ 16.5%
$182.7 - $226.47 $32.7K - $40.5K
1.26K $230K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
217
+ 2.24%
$33.7 - $37.69 $7.31K - $8.18K
9.89K $339K
XYLD
Global X Fds S&P 500 Covered C

ETFs
91
+ 1.82%
$40.86 - $43.42 $3.72K - $3.95K
5.09K $213K
YUM
Yum Brands Inc

Consumer Cyclical
161
+ 5.71%
$130.36 - $139.54 $21K - $22.5K
2.98K $399K
MET
Metlife Inc

Financial Services
129
+ 1.36%
$78.15 - $88.25 $10.1K - $11.4K
9.59K $785K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6
+ 0.12%
$46.48 - $51.32 $279 - $308
4.93K $237K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4
+ 0.19%
$563.99 - $620.12 $2.26K - $2.48K
2.12K $1.21M
ALE
Allete Inc

Utilities
1
+ 0.02%
$63.98 - $65.24 $64 - $65.2
4.08K $264K
AOR
Ishares Tr Core Growth Allocat

ETFs
240
+ 4.06%
$57.32 - $59.66 $13.8K - $14.3K
6.15K $352K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
71
+ 1.18%
$75.44 - $80.53 $5.36K - $5.72K
6.08K $461K
THC
Tenet Healthcare Corp

Healthcare
446
+ 32.13%
$125.42 - $168.52 $55.9K - $75.2K
1.83K $231K
FNY
First Trust Mid Cap Growth Alp
6
+ 0.07%
N/A
8.48K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
16
+ 0.19%
N/A
8.32K $0
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
2.03K
+ 33.52%
N/A
8.07K $0
Ishares Bitcoin Trust ETF
1.8K
+ 31.47%
N/A
7.5K $0
Blackrock Inc
3.92K
New
N/A
3.92K $0
Celestica Inc
3.62K
New
N/A
3.62K $0
Vanguard Malvern Fds
3.24K
New
N/A
3.24K $0
Cava Group Inc
2.82K
+ 31.02%
N/A
11.9K $0
CGMS
Capital Grp Core Plus Income E
376K
+ 22.53%
N/A
2.05M $0
CGSD
Capital Grp Core Plus Income E
17.6K
+ 6.99%
N/A
269K $0
CGMU
Capital Group Core Plus Income
78K
+ 8.61%
N/A
983K $0
Capital Group Core Balanced
62.9K
New
N/A
62.9K $0
Dimensional ETF Trust
4.46K
New
N/A
4.46K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
11.9K
New
N/A
11.9K $0
Hafnia LTD
11.3K
New
N/A
11.3K $0
Super Micro Computer Inc
104K
New
N/A
104K $0
Strategic Trust
16.6K
+ 50.29%
N/A
49.6K $0
FNK
First Trust Mid Cap Value Alph

ETFs
57
+ 1.45%
$52.39 - $58.28 $2.99K - $3.32K
3.98K $213K
Dimensional ETF Trust
1.72M
New
N/A
1.72M $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
6.38K
+ 67.79%
N/A
15.8K $0
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
392
+ 3.04%
$89.9 - $100.66 $35.2K - $39.5K
13.3K $1.2M
NFTY
First Tr Alphadex Fd Ii India
15.7K
+ 9.79%
N/A
176K $0
First Tr Exchange Traded Fd
11.2K
+ 8.91%
N/A
137K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
25.2K
+ 73.91%
N/A
59.2K $0
First Tr Exchng Traded Fd Vi
6.94K
New
N/A
6.94K $0
Capital Grp Fixed Incm ETF T
14K
New
N/A
14K $0
Ge Vernova Inc
25
+ 0.91%
N/A
2.76K $0
Global X Fds
7K
New
N/A
7K $0
Goldman Sachs ETF Tr
1.43K
+ 29.88%
N/A
6.23K $0
Goldman Sachs ETF Tr
7.07K
New
N/A
7.07K $0
Fidelity Covington Trust
53.7K
New
N/A
53.7K $0
Capital Group Conservative E
10.7K
New
N/A
10.7K $0
Lam Research Corp
18.4K
New
N/A
18.4K $0
Arm Holdings PLC
276
+ 14.06%
N/A
2.24K $0
IDVO
Amplify ETF Tr Intl Enhanced D
55.4K
+ 8.55%
N/A
703K $0
Arista Networks Inc
75.5K
New
N/A
75.5K $0
Annaly Capital Management In
10.2K
New
N/A
10.2K $0
Activity Summary
Buys All Purchases 477 New Holdings 60 Increased Positions 417 Sells All Sells 322 Reductions 322 Sold out 0 Options Calls 0 Puts 0
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