Sovereign Investment Advisors, LLC Purchases and Sells in Q3 2024

Sovereign Investment Advisors, LLC

17 operations

Stock	Shares change	Price Range	Shares Held
JAAA	73.6K + 20.62%	$50.52 - $50.95 $3.72M - $3.75M	431K $21.9M
IVV	717 + 1.01%	$520.18 - $576.82 $373K - $414K	71.9K $41.5M
IEFA	4.22K + 1.82%	$70.09 - $78.74 $296K - $332K	236K $18.4M
LVHD	4.36K + 3.09%	$35.49 - $40.72 $155K - $178K	146K $5.93M
BND	3.44K + 1.97%	$71.45 - $75.64 $246K - $261K	179K $13.4M
VTI	213 + 0.7%	$255.18 - $283.2 $54.4K - $60.3K	30.7K $8.68M

3 operations

Stock	Shares change	Price Range	Shares Held
SUN	43.5K New	$50.23 - $58.53 $2.19M - $2.55M	43.5K $2.34M
DFAS	5.19K New	$59.25 - $65.33 $308K - $339K	5.19K $336K
ALPS ETF TR	251K New	N/A	251K $0

4 operations

Stock	Shares change	Price Range	Shares Held
USMV	-39.3K - 12.14%	$83.76 - $91.82 $3.29M - $3.61M	285K $26M
ARKK	-23.1K - 36.9%	$39.47 - $49.4 $914K - $1.14M	39.6K $1.88M
VNLA	-10.4K - 1.54%	$48.34 - $49.08 $502K - $509K	663K $32.5M
SPLV	-9.42K - 12.11%	$64.57 - $71.76 $608K - $676K	68.3K $4.9M

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