Krilogy Financial LLC Purchases in Q4 2024

Krilogy Financial LLC

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Tr
178K
New
N/A
178K $0
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.01K
+ 9.75%
$40.06 - $45.21 $120K - $136K
33.8K $1.38M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
51.9K
+ 199.25%
$27.54 - $83.04 $1.43M - $4.31M
78K $2.16M
AMAT
Applied Materials Inc

Technology
2.78K
+ 23.99%
$161.44 - $213.89 $449K - $595K
14.4K $2.34M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1
+ 0.01%
$35.45 - $40.33 $35.5 - $40.3
10.9K $390K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11
+ 0.1%
$40.38 - $44.35 $444 - $488
11K $451K
ACTG
Acacia Research Corp

Industrials
69.4K
+ 7.16%
$4.31 - $4.79 $299K - $332K
1.04M $4.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
117
+ 0.78%
$77.86 - $79.27 $9.11K - $9.27K
15.2K $1.18M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
8.35K
+ 3.96%
$20.28 - $21.2 $169K - $177K
219K $4.46M
BP
Bp PLC

Energy
85
+ 0.81%
$28.16 - $33.14 $2.39K - $2.82K
10.5K $311K
BOND
Pimco Active Bond Exchange Tra

ETFs
279
+ 2.19%
$90.42 - $94.5 $25.2K - $26.4K
13K $1.18M
SCHO
Schwab Short Term Us Treasury

ETFs
22.5K
+ 94.81%
$24.06 - $48.88 $542K - $1.1M
46.3K $1.11M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
904
+ 3.7%
$34.13 - $37.35 $30.9K - $33.8K
25.4K $865K
XCEM
Columbia ETF Tr Ii

ETFs
7.91K
+ 8.38%
$29.6 - $32.67 $234K - $258K
102K $3.03M
KO
Coca Cola CO

Consumer Defensive
690
+ 6.72%
$61.74 - $71.71 $42.6K - $49.5K
11K $682K
DISV
Dimensional ETF Tr Dimensional

ETFs
23.6K
+ 8.46%
$26.18 - $28.77 $619K - $680K
303K $8.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
96.7K
+ 105.89%
$22.63 - $47.53 $2.19M - $4.6M
188K $4.27M
GIS
General Mills Inc

Consumer Defensive
794
+ 6.06%
$62.78 - $74.62 $49.8K - $59.2K
13.9K $886K
DFAX
Dimensional ETF Tr
26
+ 0.06%
$24.76 - $27.04 $644 - $703
46K $1.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
102K
+ 184.66%
$22.01 - $66.82 $2.24M - $6.8M
157K $3.56M
DFIV
Dimensional ETF Tr

ETFs
46
+ 0.11%
$34.86 - $37.97 $1.6K - $1.75K
41.1K $1.46M
VTV
Vanguard Value ETF

ETFs
64
+ 0.27%
$168.32 - $181.87 $10.8K - $11.6K
23.4K $3.96M
XLI
Industrial Sector Spdr

ETFs
1.63K
+ 1.77%
$131.76 - $143.99 $215K - $235K
93.5K $12.3M
ABBV
Abb Vie Inc.

Healthcare
225
+ 2.03%
$164.99 - $203.87 $37.1K - $45.9K
11.3K $2.01M
EFA
Ishares Tr Msci Eafe ETF

ETFs
118
+ 0.42%
$75.1 - $82.99 $8.86K - $9.79K
28.1K $2.12M
HHS
Harte Hanks Inc

Communication Services
14K
+ 9.46%
$5.22 - $7.45 $73.1K - $104K
162K $858K
XLB
Select Sector Spdr Fd Material

ETFs
3.31K
+ 7.26%
$83.8 - $97.58 $278K - $323K
49K $4.12M
UBER
Uber Technologies, Inc

Technology
3.63K
+ 10.52%
$59.93 - $86.34 $218K - $314K
38.1K $2.3M
VNQ
Vanguard Specialized Funds Van

ETFs
2.68K
+ 4.13%
$87.85 - $98.6 $235K - $264K
67.5K $6.01M
RDI
Reading International Inc

Communication Services
246K
+ 11.64%
$1.25 - $1.7 $308K - $418K
2.36M $3.11M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20K
+ 58.95%
$25.33 - $51.16 $508K - $1.03M
54.1K $1.4M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
13.6K
+ 3.99%
$20.55 - $23.26 $280K - $317K
355K $7.48M
XLV
Select Sector Spdr Fund Health

ETFs
12.2K
+ 8.86%
$136.28 - $154.74 $1.67M - $1.89M
150K $20.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.21K
+ 0.48%
$89.9 - $100.66 $109K - $122K
254K $23M
AVDE
American Centy ETF Tr Avantis

ETFs
12.3K
+ 4.23%
$60.9 - $66.69 $749K - $820K
303K $18.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
137K
+ 130.56%
$22.4 - $68.28 $3.07M - $9.36M
242K $5.61M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
740K
+ 107.28%
$18.41 - $40.87 $13.6M - $30.2M
1.43M $26.4M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
540
+ 0.38%
$68.62 - $82.57 $37.1K - $44.6K
144K $9.86M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
20K
+ 1.55%
$26.63 - $30.23 $533K - $605K
1.31M $34.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.33M
+ 150.7%
$25.79 - $80.4 $34.2M - $107M
2.21M $57.5M
Activity Summary
Buys All Purchases 141 New Holdings 24 Increased Positions 117 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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