Kooman & Associates Purchases in Q4 2024

Kooman & Associates

  • $276 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
61.4K
+ 2.33%
$39.27 - $42.38 $2.41M - $2.6M
2.69M $109B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.11K
New
$567.81 - $607.81 $1.2M - $1.28M
2.11K $1.24B
MBB
Ishares Tr

ETFs
4.8K
New
$91.26 - $95.82 $438K - $460K
4.8K $440M
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 0.25%
$570.51 - $610.59 $30.2K - $32.4K
21.4K $12.6B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
14.8K
+ 3.53%
$40.38 - $44.35 $597K - $656K
434K $17.8B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.86K
+ 4.68%
$63.58 - $71.15 $245K - $274K
86.2K $5.61B
RJF
Raymond James Financial Inc

Financial Services
1.43K
New
$123.0 - $170.1 $176K - $243K
1.43K $222M
DUHP
Dimensional ETF Tr Dimensional

ETFs
9.61K
+ 2.37%
$33.62 - $35.69 $323K - $343K
415K $14B
BMY
Bristol Myers Squibb CO

Healthcare
3.7K
New
$51.92 - $59.94 $192K - $222K
3.7K $209M
GOOGL
Alphabet Inc.

Communication Services
1.06K
New
$161.86 - $196.66 $171K - $208K
1.06K $200M
AMZN
Amazon Com Inc

Consumer Cyclical
81
+ 2.16%
$180.88 - $232.93 $14.7K - $18.9K
3.83K $841M
GOOG
Alphabet Inc.

Communication Services
32
+ 0.82%
$163.08 - $198.16 $5.22K - $6.34K
3.94K $750M
NFLX
Netflix Inc

Communication Services
3
+ 0.61%
$687.65 - $936.56 $2.06K - $2.81K
498 $444M
DIS
Walt Disney CO

Communication Services
71
+ 1.91%
$92.39 - $117.6 $6.56K - $8.35K
3.79K $422M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.6K
+ 2.84%
$46.75 - $47.8 $168K - $172K
131K $6.12B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
885
+ 2.81%
$50.67 - $50.9 $44.8K - $45K
32.4K $1.64B
MSFT
Microsoft Corp

Technology
116
+ 3.59%
$406.35 - $454.46 $47.1K - $52.7K
3.35K $1.41B
META
Meta Platforms, Inc.

Communication Services
25
+ 5.83%
$554.08 - $632.68 $13.9K - $15.8K
454 $266M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.1%
$264.65 - $302.92 $265 - $303
1.01K $288M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
399
+ 2.97%
$49.74 - $50.43 $19.8K - $20.1K
13.8K $689M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15
+ 3.27%
$442.29 - $483.08 $6.63K - $7.25K
474 $215M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
781
+ 2.42%
$50.02 - $51.24 $39.1K - $40K
33.1K $1.66B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
498
+ 2.41%
$51.58 - $52.91 $25.7K - $26.3K
21.2K $1.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4
+ 0.1%
$113.92 - $127.38 $456 - $510
4.04K $465M
TT
Trane Technologies PLC

Industrials
3
+ 0.53%
$369.35 - $419.14 $1.11K - $1.26K
573 $212M
PG
Procter & Gamble CO

Consumer Defensive
6
+ 0.25%
$161.05 - $179.7 $966 - $1.08K
2.45K $410M
ABBV
Abb Vie Inc.

Healthcare
195
+ 6.06%
$164.99 - $203.87 $32.2K - $39.8K
3.41K $606M
XOM
Exxon Mobil Corp

Energy
103
+ 2.14%
$105.51 - $125.37 $10.9K - $12.9K
4.92K $529M
IEFA
Ishares Tr

ETFs
806
+ 4.59%
$70.06 - $77.43 $56.5K - $62.4K
18.4K $1.29B
REET
Ishares Global Reit ETF

ETFs
9.84K
+ 4.37%
$23.43 - $26.54 $231K - $261K
235K $5.63B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
47.5K
+ 5.3%
$26.16 - $28.82 $1.24M - $1.37M
943K $24.7B
DFIC
Dimensional ETF Tr Dimensional

ETFs
94.3K
+ 6.69%
$25.61 - $28.0 $2.42M - $2.64M
1.5M $38.8B
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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