Urban Financial Advisory Corp Purchases in Q4 2024

Urban Financial Advisory Corp

$182 Billion
Q4 2024

Stock	Shares change	Price Range	Shares Held
SPY Spdr S&P 500 ETF Trust ETFs	1.57K + 1.11%	$567.81 - $607.81 $890K - $953K	143K $83.9B
FNDX Schwab Fundamental U S Large C ETFs	333K + 222.95%	$23.49 - $71.77 $7.83M - $23.9M	483K $11.4B
SLYG Spdr S&P 600 Small Cap Growth ETFs	1.98K + 48.57%	$89.9 - $100.66 $178K - $199K	6.06K $547M
IWC Russell Micro Cap ETF ETFs	22 + 0.29%	$120.3 - $138.84 $2.65K - $3.05K	7.5K $978M
DFAS Dimensional ETF Tr U S Small C ETFs	839 New	$63.58 - $71.15 $53.3K - $59.7K	839 $54.6M
VT Vanguard Total World Stk Index ETFs	388 + 24.14%	$117.09 - $123.07 $45.4K - $47.8K	2K $234M
IJR Ishares Core S&P Sm Cap ETF ETFs	730 + 2.07%	$113.92 - $127.38 $83.2K - $93K	36K $4.15B
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	549 New	$38.37 - $42.82 $21.1K - $23.5K	549 $21.1M
VV Vanguard Large Cap ETF ETFs	5 + 0.57%	$260.27 - $280.65 $1.3K - $1.4K	886 $239M
SPYX Spdr S&P 500 Fossil Fuel Reser ETFs	9 + 0.26%	$46.53 - $49.91 $419 - $449	3.47K $167M
MDYV Spdr S&P 400 Mid Cap Value ETF ETFs	17 + 0.6%	$78.43 - $87.17 $1.33K - $1.48K	2.83K $227M
SPYG Spdr Portfolio ETFs	1 + 0.18%	$81.74 - $91.38 $81.7 - $91.4	546 $48M
SNPE Dbx ETF Tr Xtrackers S&P 500 E ETFs	8 + 0.34%	$51.94 - $55.55 $416 - $444	2.38K $127M
IWM Ishares Russell 2000 ETF ETFs	8 + 0.31%	$216.13 - $242.4 $1.73K - $1.94K	2.57K $567M
MDY Spdr S&P Midcap 400 ETF Trust ETFs	4 + 0.33%	$563.99 - $620.12 $2.26K - $2.48K	1.23K $702M
ITOT Ishares Core S&P Total U.S. St ETFs	1 + 0.2%	$124.26 - $134.12 $124 - $134	512 $65.8M
NUMG Nuveen Esg Mid Cap Growth ETF ETFs	1 + 0.18%	$44.28 - $51.47 $44.3 - $51.5	562 $26.6M
VOO Vanguard Index Fds S&P 500 ETF ETFs	1 + 1.04%	$521.84 - $558.82 $522 - $559	97 $52.1M
ESML Ishares Esg Aware Msci Usa Sma ETFs	13 + 0.41%	$41.09 - $45.94 $534 - $597	3.2K $134M
SLYV Spdr S&P 600 Small Cap Value E ETFs	8 + 0.79%	$84.34 - $95.14 $675 - $761	1.02K $89.3M
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	38 + 2.53%	$23.29 - $23.93 $885 - $909	1.54K $36.1M
XJH Ishares Tr Esg Screened S&P Mi ETFs	11 + 0.46%	$41.64 - $45.75 $458 - $503	2.39K $100M
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	3 + 0.23%	$86.65 - $94.9 $260 - $285	1.28K $111M
NUMV Nuveen Esg Mid Cap Value ETF ETFs	12 + 1.79%	$34.46 - $38.29 $414 - $459	682 $23.8M
IBND Spdr Bloomberg International C ETFs	7 + 0.8%	$28.36 - $30.49 $199 - $213	882 $25M
SPYV Spdr Portfolio S&P 500 Value E ETFs	13 + 0.65%	$51.09 - $55.27 $664 - $719	2.03K $104M
ESGE Ishares, Inc. Ishares Esg Awar ETFs	19 + 1.57%	$33.39 - $37.66 $634 - $716	1.23K $41.1M
VCIT Vanguard Intermediate Term Cor ETFs	29 + 1.54%	$80.13 - $83.77 $2.32K - $2.43K	1.92K $154M
VSGX Vanguard World Fd Esg Intl Stk ETFs	15 + 0.89%	$56.61 - $61.63 $849 - $924	1.69K $95.9M
EFV Msci Eafe Value ETF ETFs	48 + 1.75%	$51.78 - $57.15 $2.49K - $2.74K	2.79K $146M
EEMX Spdr Idx Shs Fds Msci Emerging	82 + 1.62%	N/A	5.16K $167M
VWO Vanguard Ftse Emerging Mkts Et ETFs	64 + 1.36%	$44.04 - $49.49 $2.82K - $3.17K	4.79K $211M
SCHF Schwab Strategic Tr Intl Eqty ETFs	4.24K + 100.0%	$18.41 - $40.87 $78.1K - $173K	8.48K $157M
EFAX Spdr Index Shs Fds Msci Eafe F ETFs	89 + 1.06%	$39.65 - $43.4 $3.53K - $3.86K	8.51K $339M
RWR Spdr Dow Jones Reit ETF ETFs	69 + 1.45%	$97.84 - $108.61 $6.75K - $7.49K	4.81K $476M
EFG Msci Eafe Growth ETF ETFs	27 + 0.72%	$96.83 - $106.88 $2.61K - $2.89K	3.79K $367M
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	176 + 1.27%	$30.93 - $33.94 $5.44K - $5.97K	14.1K $436M
XLRE Select Sector Spdr Tr Real Est ETFs	550 + 2.99%	$40.06 - $45.21 $22K - $24.9K	18.9K $771M
VNQI Vanguard Global Ex U.S. Real ETFs	1.4K + 5.39%	$39.22 - $47.52 $54.8K - $66.4K	27.3K $1.08B
EFA Ishares Tr Msci Eafe ETF ETFs	417 + 1.4%	$75.1 - $82.99 $31.3K - $34.6K	30.2K $2.28B
VCSH Vanguard Sht Term Corp Bd ETF ETFs	93 + 0.06%	$77.86 - $79.27 $7.24K - $7.37K	155K $12.1B
EEM Ishares Msci Emerging Markets ETFs	2.35K + 2.66%	$41.82 - $47.36 $98.2K - $111K	90.6K $3.79B
IEFA Ishares Tr ETFs	2.81K + 3.83%	$70.06 - $77.43 $197K - $218K	76.2K $5.36B
PICB Invesco ETF Tr Ii Intl Corp Bd ETFs	10.9K + 1.22%	$21.58 - $23.37 $235K - $254K	906K $19.5B

Activity Summary All Purchases 44 New Holdings 2 Increased Positions 42 All Sells 1 Reductions 1 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Urban Financial Advisory Corp, based on Form 13F filings with the SEC.

News

Stay updated on Urban Financial Advisory Corp with notifications on news.

Account

Urban Financial Advisory Corp Purchases in Q4 2024

Urban Financial Advisory Corp

1.57K

333K

1.98K

22

839

388

730

549

5

9

17

1

8

8

4

1

1

1

13

8

38

11

3

12

7

13

19

29

15

48

82

64

4.24K

89

69

27

176

550

1.4K

417

93

2.35K

2.81K

10.9K

Track Urban Financial Advisory Corp Portfolio

Portfolio Update

News