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
Victory Portfolios Ii
379K
+ 52.08%
N/A
1.11M $0
Linde PLC
83
+ 1.89%
N/A
4.46K $0
Lithium Amers Corp New
14.9K
New
N/A
14.9K $0
Pimco ETF Tr
48.9K
+ 18.93%
N/A
307K $0
Maplebear Inc
300
+ 2.86%
N/A
10.8K $0
Amplify ETF Tr
1.81K
+ 8.62%
N/A
22.9K $0
UTES
Virtus Reaves Utilities ETF
95.8K
New
N/A
95.8K $0
ABT
Abbott Laboratories

Healthcare
200
+ 0.8%
$111.93 - $119.39 $22.4K - $23.9K
25.1K $2.84M
SPYI
Shp ETF Tr Neos S&P 500 High I
669
+ 13.76%
N/A
5.53K $0
TAFI
Ab Active Etfs Inc Tax Aware S
2.52K
+ 9.92%
N/A
27.9K $0
Grayscale Ethereum Mini Tr E
22.3K
New
N/A
22.3K $0
Rbb Fd Inc
2
+ 0.02%
N/A
12K $0
Ab Active Etfs Inc
73.5K
+ 50.14%
N/A
220K $0
Brookfield Infrastructure CO
5.16K
New
N/A
5.16K $0
J P Morgan Exchange Traded F
5.24K
+ 4.36%
N/A
125K $0
JGRO
J P Morgan Exchange Traded Fd
14.7K
+ 10.16%
N/A
159K $0
J P Morgan Exchange Traded F
22.5K
+ 137.19%
N/A
38.9K $0
JPHY
Jp Morgan High Yield Research

ETFs
43.6K
+ 8.91%
N/A
533K $0
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.42K
+ 8.33%
$50.06 - $55.0 $70.8K - $77.8K
18.4K $923K
VIS
Vanguard Industrial ETF

ETFs
23
+ 1.94%
$254.39 - $279.7 $5.85K - $6.43K
1.21K $307K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
246
+ 9.39%
$75.65 - $83.47 $18.6K - $20.5K
2.87K $218K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
33.4K
+ 4.22%
$27.8 - $29.05 $930K - $972K
825K $23M
PFN
Pimco Income Strategy Fund Ii

Financial Services
19
+ 0.14%
$7.33 - $7.72 $139 - $147
13.6K $101K
MBB
Ishares Tr

ETFs
522
+ 4.3%
$91.26 - $95.82 $47.6K - $50K
12.7K $1.16M
FNDB
Schwab Fundamental U S Broad M

ETFs
9.49K
+ 200.0%
$23.07 - $70.32 $219K - $668K
14.2K $331K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
990
+ 3.96%
$51.33 - $53.74 $50.8K - $53.2K
26K $1.34M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
832
+ 2.16%
$25.3 - $26.31 $21K - $21.9K
39.4K $1.01M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
355
+ 4.2%
$38.96 - $43.28 $13.8K - $15.4K
8.8K $346K
ICE
Intercontinental Exchange, Inc.

Financial Services
64
+ 4.51%
$148.29 - $166.93 $9.49K - $10.7K
1.48K $220K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
6
+ 0.1%
$42.8 - $44.98 $257 - $270
5.89K $257K
FDLO
Fidelity Covington Tr Low Vola

ETFs
28
+ 0.2%
$60.24 - $63.08 $1.69K - $1.77K
14.3K $865K
GD
General Dynamics Corp

Industrials
1.96K
+ 14.4%
$260.28 - $314.03 $510K - $616K
15.6K $4.1M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
141
+ 3.96%
$56.61 - $61.63 $7.98K - $8.69K
3.7K $209K
DFAR
Dimensional ETF Tr Dimensional

ETFs
3.34K
+ 8.66%
$22.72 - $25.76 $75.9K - $86K
41.9K $975K
XLI
Industrial Sector Spdr

ETFs
457
+ 2.29%
$131.76 - $143.99 $60.2K - $65.8K
20.4K $2.69M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
600
+ 10.6%
$33.77 - $44.09 $20.3K - $26.5K
6.26K $212K
VONV
Vanguard Russell 1000 Value Et

ETFs
1
+ 0.01%
$80.87 - $87.69 $80.9 - $87.7
6.68K $542K
IBM
International Business Machines Corp

Technology
12
+ 0.08%
$204.9 - $238.04 $2.46K - $2.86K
14.7K $3.22M
WPM
Wheaton Precious Metals Corp.

Basic Materials
59
+ 1.44%
$56.08 - $68.53 $3.31K - $4.04K
4.16K $234K
EEM
Ishares Msci Emerging Markets

ETFs
251
+ 3.72%
$41.82 - $47.36 $10.5K - $11.9K
7K $292K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
813
+ 8.09%
$99.04 - $109.59 $80.5K - $89.1K
10.9K $1.08M
WTRG
Essential Utilities, Inc.

Utilities
33
+ 0.37%
$36.18 - $40.55 $1.19K - $1.34K
8.96K $325K
DFAE
Dimensional ETF Tr

ETFs
192
+ 1.65%
$25.36 - $28.15 $4.87K - $5.4K
11.8K $299K
OTIS
Otis Worldwide Corp

Industrials
126
+ 4.61%
$92.57 - $106.01 $11.7K - $13.4K
2.86K $264K
RACE
Ferrari N.V.

Consumer Cyclical
57
+ 5.88%
$422.83 - $490.34 $24.1K - $27.9K
1.03K $435K
FEM
First Trust Emerging Markets A

ETFs
100
+ 0.86%
$22.03 - $24.21 $2.2K - $2.42K
11.8K $259K
AFL
Aflac Inc

Financial Services
97
+ 2.58%
$100.37 - $115.27 $9.74K - $11.2K
3.86K $399K
VHT
Vanguard Health Care ETF

ETFs
169
+ 7.29%
$250.81 - $283.3 $42.4K - $47.9K
2.49K $630K
HPQ
Hp Inc

Technology
177
+ 1.58%
$32.46 - $39.3 $5.75K - $6.96K
11.3K $370K
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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