N.E.W. Advisory Services LLC Purchases in Q3 2024

N.E.W. Advisory Services LLC

  • $1.01 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
35.5K
+ 7.61%
$255.18 - $283.2 $9.05M - $10M
502K $142M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
172K
+ 8.01%
$24.86 - $26.33 $4.26M - $4.52M
2.31M $60.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
95.5K
+ 10.56%
$49.77 - $51.95 $4.75M - $4.96M
1M $51.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
86K
+ 10.72%
$50.25 - $50.74 $4.32M - $4.36M
888K $45M
RDVY
First Trust Rising Dividend Ac

ETFs
63.4K
+ 202.16%
$53.68 - $59.24 $3.4M - $3.75M
94.7K $5.61M
BND
Vanguard Bd Index Fd Inc Total

ETFs
32K
+ 13.59%
$71.45 - $75.64 $2.29M - $2.42M
268K $20.1M
DFAX
Dimensional ETF Tr
63.3K
+ 7.35%
$24.29 - $27.25 $1.54M - $1.73M
925K $25M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
23.1K
+ 7.07%
$58.03 - $65.37 $1.34M - $1.51M
351K $22.7M
AVUV
American Centy ETF Tr Avantis

ETFs
15.5K
+ 9.71%
$88.24 - $99.7 $1.37M - $1.55M
176K $16.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
217
+ 0.55%
$405.19 - $478.57 $87.9K - $104K
39.5K $18.2M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
13.8K
+ 37.42%
$94.32 - $105.04 $1.31M - $1.45M
50.8K $5.34M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.14K
+ 0.54%
$63.28 - $70.06 $135K - $150K
400K $28.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.61K
+ 0.75%
$31.05 - $34.29 $143K - $158K
619K $21.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.39K
+ 8.3%
$475.2 - $527.7 $661K - $734K
18.2K $9.58M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.65K
+ 2.54%
$77.23 - $87.97 $205K - $233K
107K $9.29M
VXF
Vanguard Extended Market ETF

ETFs
1.33K
+ 2.09%
$163.98 - $182.92 $218K - $244K
65.1K $11.8M
DNP
Dnp Select Income Fund Inc

Financial Services
11.8K
+ 2.48%
$8.21 - $10.03 $96.5K - $118K
485K $4.86M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.36K
+ 45.74%
$95.1 - $106.76 $700K - $786K
23.5K $2.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
24.3K
+ 14.45%
$28.1 - $29.89 $684K - $728K
193K $5.76M
VEA
Vanguard Ftse Developed Market

ETFs
10.7K
+ 32.32%
$47.6 - $53.31 $511K - $572K
43.9K $2.32M
WEC
Wec Energy Group, Inc.

Utilities
564
+ 1.62%
$77.68 - $96.19 $43.8K - $54.3K
35.4K $3.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.36K
+ 13.78%
$54.98 - $59.51 $459K - $497K
69K $4.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.11K
+ 19.0%
$113.41 - $125.62 $466K - $517K
25.8K $3.24M
EFV
Msci Eafe Value ETF

ETFs
250
+ 0.17%
$51.72 - $57.96 $12.9K - $14.5K
144K $8.29M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.72K
+ 38.99%
$285.48 - $330.24 $492K - $569K
6.14K $1.98M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6.36K
+ 11.12%
$51.29 - $56.57 $326K - $360K
63.6K $3.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.43K
+ 38.63%
$117.9 - $128.2 $404K - $439K
12.3K $1.58M
VV
Vanguard Large Cap ETF

ETFs
763
+ 3.22%
$236.92 - $263.4 $181K - $201K
24.4K $6.43M
VTV
Vanguard Value ETF

ETFs
25
+ 0.09%
$159.75 - $174.57 $3.99K - $4.36K
28.7K $5M
IQIN
Indexiq ETF Tr Iq 500 Intl ETF

ETFs
9.86K
+ 50.84%
$31.63 - $35.41 $312K - $349K
29.3K $1.03M
SPYG
Spdr Portfolio

ETFs
3.55K
+ 11.63%
$73.38 - $84.1 $260K - $299K
34.1K $2.83M
VB
Vanguard Small Cap ETF

ETFs
755
+ 7.24%
$214.77 - $237.72 $162K - $179K
11.2K $2.65M
IBND
Spdr Bloomberg International C

ETFs
2.09K
+ 1.64%
$28.7 - $30.78 $59.9K - $64.2K
130K $3.96M
WMT
Walmart Inc.

Consumer Defensive
512
+ 2.61%
$66.91 - $81.4 $34.3K - $41.7K
20.2K $1.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.38K
New
$77.02 - $85.06 $261K - $288K
3.38K $285K
ASB
Associated Banc Corp

Financial Services
13K
+ 127.22%
$20.07 - $23.95 $262K - $312K
23.3K $501K
SPSB
Spdr Portfolio Short Term Corp

ETFs
6.62K
+ 4.95%
$29.58 - $30.31 $196K - $201K
140K $4.25M
VDC
Vanguard Consumer Staples ETF

ETFs
536
+ 5.36%
$201.77 - $221.32 $108K - $119K
10.5K $2.3M
O
Realty Income Corp

Real Estate
2.21K
+ 19.54%
$52.36 - $63.42 $116K - $140K
13.5K $856K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
6.84K
+ 51.54%
$29.23 - $33.51 $200K - $229K
20.1K $664K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.73K
+ 4.17%
$60.25 - $66.85 $104K - $116K
43.2K $2.85M
SO
Southern CO

Utilities
2.84K
New
$77.0 - $90.52 $219K - $257K
2.84K $256K
PLTR
Palantir Technologies Inc.

Technology
1.41K
+ 8.36%
$24.09 - $37.95 $33.9K - $53.4K
18.3K $679K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.1K
+ 12.13%
$41.9 - $48.26 $130K - $150K
28.7K $1.37M
CARR
Carrier Global Corp

Industrials
225
+ 1.72%
$61.9 - $80.88 $13.9K - $18.2K
13.3K $1.07M
HON
Honeywell International Inc

Industrials
1.21K
+ 122.19%
$196.73 - $220.21 $237K - $266K
2.19K $453K
DE
Deere & CO

Industrials
576
New
$344.84 - $418.0 $199K - $241K
576 $240K
VO
Vanguard Mid Cap ETF

ETFs
247
+ 3.38%
$237.84 - $263.83 $58.7K - $65.2K
7.55K $1.99M
UPS
United Parcel Service Inc

Industrials
1.59K
+ 67.22%
$123.32 - $147.38 $196K - $235K
3.96K $540K
Activity Summary
Buys All Purchases 104 New Holdings 6 Increased Positions 98 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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