Jnba Financial Advisors Sells in Q3 2024

Jnba Financial Advisors

  • $980 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
-167K
- 19.09%
$50.29 - $54.92 $8.42M - $9.19M
709K $38.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-102K
- 26.53%
$77.02 - $85.06 $7.89M - $8.72M
284K $24M
FNDF
Schwab Fundamental Intl Large

ETFs
-118K
- 16.39%
$33.67 - $37.71 $3.96M - $4.44M
600K $22.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-48.5K
- 26.52%
$71.9 - $79.86 $3.49M - $3.87M
134K $10.7M
AVEM
American Centy ETF Tr Avantis

ETFs
-48.6K
- 32.87%
$57.2 - $65.59 $2.78M - $3.19M
99.2K $6.41M
VIG
Vanguard Dividend Appreciation

ETFs
-11K
- 8.0%
$182.15 - $182.15 $2.01M - $2.01M
127K $23.1M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-49.6K
- 68.11%
$33.15 - $38.37 $1.65M - $1.9M
23.2K $873K
GLDM
World Gold Trust

ETFs
-46.1K
- 26.82%
$46.2 - $53.01 $2.13M - $2.44M
126K $6.56M
MOTI
Vaneck Morningstar Internation

ETFs
-35.8K
- 47.32%
$30.71 - $35.45 $1.1M - $1.27M
39.9K $1.4M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-13.7K
- 27.93%
$85.03 - $94.56 $1.17M - $1.3M
35.4K $3.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-9.78K
- 31.01%
$88.24 - $99.7 $863K - $975K
21.7K $2.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-9.37K
- 75.68%
$76.38 - $78.87 $716K - $739K
3.01K $237K
MSFT
Microsoft Corp

Technology
-587
- 2.21%
$395.15 - $467.56 $232K - $274K
26K $11.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.9K
- 10.58%
$49.93 - $51.15 $796K - $816K
135K $6.89M
INTC
Intel Corp

Technology
-3.01K
- 3.9%
$18.9 - $34.87 $56.9K - $105K
74.2K $1.74M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-20.6K
- 21.91%
$46.17 - $51.13 $950K - $1.05M
73.3K $3.75M
AMAT
Applied Materials Inc

Technology
-545
- 3.51%
$174.88 - $254.97 $95.3K - $139K
15K $3.03M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-29.2K
- 15.5%
$25.21 - $28.46 $736K - $831K
159K $4.48M
GOOGL
Alphabet Inc.

Communication Services
-1.77K
- 15.01%
$148.65 - $191.18 $263K - $338K
10K $1.66M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-7.74K
- 28.44%
$77.23 - $87.97 $597K - $680K
19.5K $1.69M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.79K
- 13.23%
$161.02 - $200.0 $287K - $357K
11.7K $2.18M
GOOG
Alphabet Inc.

Communication Services
-1.33K
- 11.39%
$149.54 - $192.66 $198K - $255K
10.3K $1.72M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.03K
- 69.11%
$81.31 - $83.29 $409K - $419K
2.25K $186K
NVO
Novo Nordisk A S

Healthcare
-2K
- 47.77%
$119.07 - $145.42 $238K - $291K
2.19K $260K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-7.18K
- 23.48%
$40.48 - $45.39 $290K - $326K
23.4K $1.03M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-38.7K
- 9.42%
$26.43 - $29.86 $1.02M - $1.16M
373K $11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.09K
- 30.08%
$91.42 - $91.82 $282K - $283K
7.18K $658K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-3.15K
- 32.86%
$91.37 - $101.65 $288K - $320K
6.43K $653K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-8.43K
- 6.62%
$81.1 - $89.18 $684K - $752K
119K $10.4M
V
Visa Inc.

Financial Services
-900
- 30.17%
$253.74 - $291.56 $228K - $262K
2.08K $572K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.04K
- 8.73%
$50.25 - $50.74 $203K - $205K
42.2K $2.14M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.89K
- 12.04%
$60.84 - $67.51 $297K - $330K
35.7K $2.41M
JPM
Jpmorgan Chase & CO

Financial Services
-1.25K
- 12.8%
$194.9 - $224.8 $244K - $282K
8.54K $1.8M
AXP
American Express CO

Financial Services
-795
- 78.79%
$225.92 - $271.17 $180K - $216K
214 $58K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
-5.2K
- 21.65%
$33.64 - $37.25 $175K - $194K
18.8K $699K
SCHW
Schwab Charles Corp

Financial Services
-107
- 0.69%
$61.74 - $76.08 $6.61K - $8.14K
15.4K $996K
PG
Procter & Gamble CO

Consumer Defensive
-1.05K
- 19.01%
$160.76 - $177.82 $169K - $187K
4.48K $775K
SAP
Sap Se

Technology
-649
- 96.72%
$197.21 - $231.0 $128K - $150K
22 $5K
BA
Boeing CO

Industrials
-570
- 56.83%
$152.04 - $190.6 $86.7K - $109K
433 $65K
DIS
Walt Disney CO

Communication Services
-714
- 4.54%
$85.6 - $98.61 $61.1K - $70.4K
15K $1.44M
SPYG
Spdr Portfolio

ETFs
-10.4K
- 3.91%
$73.38 - $84.1 $761K - $872K
255K $21.2M
WMT
Walmart Inc.

Consumer Defensive
-2.14K
- 43.96%
$66.91 - $81.4 $143K - $174K
2.73K $220K
AZN
Astrazeneca PLC

Healthcare
-1.31K
- 78.8%
$76.67 - $87.62 $100K - $114K
351 $27K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-3.84K
- 41.39%
$25.19 - $26.39 $96.7K - $101K
5.44K $142K
HTLF
Heartland Financial Usa Inc

Financial Services
-3K
- 47.24%
$43.37 - $58.97 $130K - $177K
3.35K $189K
PFE
Pfizer Inc

Healthcare
-3.44K
- 29.96%
$27.7 - $31.39 $95.3K - $108K
8.04K $232K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.27K
- 15.54%
$108.44 - $120.37 $138K - $153K
6.89K $829K
NVDA
Nvidia Corp

Technology
-425
- 3.45%
$98.91 - $134.91 $42K - $57.3K
11.9K $1.44M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.64K
- 24.62%
$38.03 - $42.06 $100K - $111K
8.08K $337K
Activity Summary
Buys All Purchases 127 New Holdings 49 Increased Positions 78 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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