Jnba Financial Advisors Purchases and Sells in Q1 2025

Jnba Financial Advisors

$960 Million
Q1 2025

Top Buys

Incresed Positions

88 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	754K + 16191.92%	$91.45 - $91.75 $68.9M - $69.2M	758K $69.6M
VEA	37K + 8.84%	$47.4 - $52.99 $1.75M - $1.96M	456K $23.2M
SPMD	70.4K + 9.23%	$50.21 - $57.73 $3.53M - $4.06M	833K $42.6M
VWO	11.5K + 3.91%	$42.5 - $46.71 $487K - $535K	304K $13.8M
VO	3.5K + 12.86%	$251.87 - $277.95 $880K - $971K	30.7K $7.93M
CRM	2.56K + 145.43%	$268.36 - $359.95 $688K - $923K	4.33K $1.16M

New Holdings

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	3 New	$663000.0 - $801950.0 $1.99M - $2.41M	3 $2.4M
SGOV	2.99K New	$100.34 - $100.68 $300K - $301K	2.99K $300K
UMBF	1.84K New	$98.0 - $122.56 $180K - $226K	1.84K $186K
VKTX	2.3K New	$24.15 - $42.89 $55.5K - $98.6K	2.3K $55K
FDN	200 New	$221.38 - $266.86 $44.3K - $53.4K	200 $44K
RGTI	5K New	$6.05 - $19.51 $30.3K - $97.6K	5K $39K

Top Sells

Reduced Positions

187 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-47K - 17.53%	$554.06 - $615.85 $26M - $28.9M	221K $124M
MOAT	-171K - 20.83%	N/A	650K $55.8M
SPSM	-144K - 27.24%	$40.03 - $46.81 $5.76M - $6.73M	384K $15.7M
VIG	-19K - 15.68%	N/A	102K $18.6M
SPYG	-13.2K - 5.23%	$80.05 - $92.39 $1.05M - $1.22M	239K $19.2M
FNDF	-105K - 18.98%	$32.9 - $37.45 $3.46M - $3.94M	449K $16.2M

Activity Summary All Purchases 134 New Holdings 46 Increased Positions 88 All Sells 187 Reductions 187 Sold out 0 Calls 0 Puts 0

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