Valmark Advisers, Inc. Purchases and Sells in Q4 2024

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

Top Buys

Incresed Positions

348 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	1.44M + 134.38%	$57.78 - $60.4 $83.3M - $87M	2.51M $146M
SPTM	98.2K + 4.06%	$69.3 - $74.3 $6.81M - $7.3M	2.52M $180M
IUSG	54.3K + 54.76%	$129.96 - $144.97 $7.05M - $7.87M	153K $21.4M
SPMD	137K + 2.33%	$54.13 - $59.56 $7.4M - $8.14M	6M $328M
IOO	63K + 731.03%	$97.46 - $103.45 $6.14M - $6.52M	71.6K $7.22M
STIP	45.5K + 53.17%	$100.24 - $101.35 $4.57M - $4.62M	131K $13.2M

New Holdings

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSY	58.9K New	$46.59 - $51.09 $2.75M - $3.01M	58.9K $2.75M
OVLY	59K New	$25.32 - $31.84 $1.49M - $1.88M	59K $1.73M
WTV	16.3K New	$79.95 - $89.42 $1.3M - $1.45M	16.3K $1.36M
IBDV	49.9K New	$21.24 - $22.15 $1.06M - $1.1M	49.9K $1.06M
XMMO	8.51K New	$119.61 - $136.3 $1.02M - $1.16M	8.51K $1.05M
JAAA	18.6K New	$50.62 - $50.97 $942K - $949K	18.6K $943K

Top Sells

Reduced Positions

161 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	-1.27M - 49.93%	$58.02 - $58.88 $73.6M - $74.7M	1.27M $74M
GTR	-95K - 3.88%	$23.66 - $25.6 $2.25M - $2.43M	2.35M $55.7M
IVE	-9.87K - 3.06%	$189.5 - $206.17 $1.87M - $2.03M	312K $59.6M
DGRW	-37.3K - 80.36%	$80.93 - $85.66 $3.02M - $3.19M	9.11K $737K
DBMF	-50.6K - 9.09%	$26.01 - $28.19 $1.32M - $1.43M	506K $13.2M
SPEM	-18.6K - 3.44%	$38.37 - $42.82 $713K - $796K	522K $20M

Activity Summary All Purchases 390 New Holdings 42 Increased Positions 348 All Sells 161 Reductions 161 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.