Keyes, Stange & Wooten Wealth Management, LLC Purchases in Q4 2024

Keyes, Stange & Wooten Wealth Management, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
47K
+ 11.11%
$46.75 - $47.8 $2.2M - $2.24M
470K $22B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20.2K
+ 14.33%
$74.5 - $78.37 $1.51M - $1.58M
161K $12.1B
Dimensional ETF Trust
9.68K
+ 3.59%
N/A
279K $17.9B
Dimensional ETF Trust
13.3K
+ 8.36%
N/A
172K $10.8B
Dimensional ETF Trust
14.3K
New
N/A
14.3K $430M
AVDE
American Centy ETF Tr Avantis

ETFs
5.88K
New
$60.9 - $66.69 $358K - $392K
5.88K $361M
AVLV
American Centy ETF Tr Avantis
3.48K
+ 2.63%
$65.51 - $71.22 $228K - $248K
136K $9.06B
DFAT
Dimensional ETF Tr U S Target

ETFs
5.17K
+ 1.88%
$54.54 - $61.04 $282K - $316K
279K $15.6B
O
Realty Income Corp

Real Estate
5.29K
New
$51.76 - $64.71 $274K - $342K
5.29K $282M
BA
Boeing CO

Industrials
1.6K
New
$138.14 - $180.72 $220K - $288K
1.6K $282M
GOOG
Alphabet Inc.

Communication Services
1.11K
New
$163.08 - $198.16 $180K - $219K
1.11K $211M
RVT
Royce Value Trust, Inc.

Financial Services
10.7K
New
$15.15 - $16.9 $163K - $181K
10.7K $170M
DIS
Walt Disney CO

Communication Services
857
+ 18.64%
$92.39 - $117.6 $79.2K - $101K
5.46K $607M
NVDA
Nvidia Corp

Technology
700
+ 21.17%
$117.0 - $148.88 $81.9K - $104K
4.01K $538M
SPY
Spdr S&P 500 ETF Trust

ETFs
203
+ 55.46%
$567.81 - $607.81 $115K - $123K
569 $333M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
17.7K
New
$5.64 - $5.93 $99.9K - $105K
17.7K $101M
FIS
Fidelity National Information Services, Inc.

Technology
368
+ 8.48%
$80.14 - $90.95 $29.5K - $33.5K
4.71K $380M
JCI
Johnson Controls International PLC

Industrials
48
+ 0.56%
$74.23 - $86.6 $3.56K - $4.16K
8.63K $681M
PEG
Public Service Enterprise Group Inc

Utilities
70
+ 1.41%
$81.87 - $94.51 $5.73K - $6.62K
5.03K $425M
KO
Coca Cola CO

Consumer Defensive
57
+ 1.42%
$61.74 - $71.71 $3.52K - $4.09K
4.08K $254M
CB
Chubb LTD

Financial Services
3
+ 0.1%
$271.57 - $301.89 $815 - $906
2.99K $827M
MSFT
Microsoft Corp

Technology
2
+ 0.04%
$406.35 - $454.46 $813 - $909
4.58K $1.93B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.44K
+ 1.94%
$26.16 - $28.82 $37.6K - $41.5K
75.8K $1.99B
DISV
Dimensional ETF Tr Dimensional

ETFs
8.13K
+ 2.9%
$26.18 - $28.77 $213K - $234K
289K $7.68B
DFAE
Dimensional ETF Tr

ETFs
6.93K
+ 1.93%
$25.36 - $28.15 $176K - $195K
365K $9.27B
DFAI
Dimensional ETF Tr

ETFs
1.77K
+ 0.26%
$29.0 - $31.6 $51.4K - $56K
678K $19.8B
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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