Sovereign Investment Advisors, LLC New Holdings in Q3 2024

Sovereign Investment Advisors, LLC

  • $290 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SUN
Sunoco LP

Energy
43.5K
New
$50.23 - $58.53 $2.19M - $2.55M
43.5K $2.34M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.19K
New
$59.25 - $65.33 $308K - $339K
5.19K $336K
Alps ETF Tr
251K
New
N/A
251K $0
Activity Summary
Buys All Purchases 20 New Holdings 3 Increased Positions 17 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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