N.E.W. Advisory Services LLC Purchases and Sells in Q4 2024

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 2024

Top Buys

Incresed Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	109K + 21.82%	$280.04 - $302.45 $30.7M - $33.1M	611K $177M
BND	98.2K + 36.66%	$71.75 - $75.11 $7.05M - $7.38M	366K $26.3M
AVUV	54.7K + 31.13%	$94.37 - $106.41 $5.16M - $5.82M	230K $22.2M
UCON	211K + 259.48%	$24.55 - $25.16 $5.19M - $5.32M	293K $7.22M
VXUS	120K + 34.2%	$58.88 - $64.8 $7.06M - $7.77M	471K $27.7M
DFAX	278K + 30.07%	$24.76 - $27.04 $6.89M - $7.52M	1.2M $29.9M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	221K New	$25.93 - $105.3 $5.74M - $23.3M	221K $6.17M
SGOV	9.13K New	$100.16 - $100.7 $914K - $919K	9.13K $915K
AVLV	9.55K New	$65.51 - $71.22 $626K - $680K	9.55K $637K
RCAT	32.9K New	$2.69 - $14.09 $88.5K - $464K	32.9K $422K
AMP	749 New	$473.15 - $574.01 $354K - $430K	749 $398K
GLDM	4.94K New	$50.76 - $55.23 $251K - $273K	4.94K $256K

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-258K - 20.81%	$66.77 - $71.52 $17.2M - $18.4M	980K $67.6M
VIOV	-112K - 25.92%	$89.88 - $101.38 $10.1M - $11.4M	321K $29.9M
SPAB	-258K - 11.16%	$24.94 - $26.14 $6.44M - $6.75M	2.06M $51.4M
BUFR	-144K - 74.65%	$29.73 - $30.81 $4.28M - $4.43M	48.9K $1.49M
SPYV	-27.5K - 1.74%	$51.09 - $55.27 $1.4M - $1.52M	1.55M $79.4M
GWX	-77.2K - 18.96%	$30.93 - $33.94 $2.39M - $2.62M	330K $10.2M

Activity Summary All Purchases 94 New Holdings 13 Increased Positions 81 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

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