Vestmark Advisory Solutions, Inc. Incresed Positions in Q4 2024

Vestmark Advisory Solutions, Inc.

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Natwest Group PLC
2.52K
+ 2.8%
N/A
92.3K $0
Dimensional ETF Trust
38.2K
+ 6.53%
N/A
623K $0
Blackrock ETF Trust Ii
3.71K
+ 2.37%
N/A
160K $0
Brookfield Corp
5.68K
+ 89.29%
N/A
12K $0
JGRO
J P Morgan Exchange Traded Fd
4.66K
+ 1.66%
N/A
285K $0
Dimensional ETF Trust
29.7K
+ 17.03%
N/A
204K $0
DFIP
Dimensional ETF Tr Inflation P

ETFs
171
+ 2.99%
$40.31 - $42.43 $6.89K - $7.26K
5.89K $238K
CB
Chubb LTD

Financial Services
25
+ 2.19%
$271.57 - $301.89 $6.79K - $7.55K
1.17K $321K
SPTS
Spdr Portfolio Short Term Trea

ETFs
170
+ 0.58%
$28.88 - $29.33 $4.91K - $4.99K
29.4K $853K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
35
+ 0.1%
$16.2 - $17.97 $567 - $629
34.6K $589K
FXR
First Trust Industrials/Produc

ETFs
421
+ 0.88%
$74.81 - $83.27 $31.5K - $35.1K
48.2K $3.61M
SPIB
Spdr Portfolio Intermediate Te

ETFs
529
+ 1.56%
$32.65 - $33.68 $17.3K - $17.8K
34.5K $1.13M
WSO
Watsco Inc

Industrials
383
+ 3.4%
$466.57 - $568.78 $179K - $218K
11.6K $5.52M
ELAN
Elanco Animal Health Inc

Healthcare
3.83K
+ 14.3%
$11.63 - $14.67 $44.5K - $56.1K
30.6K $370K
PSA
Public Storage

Real Estate
314
+ 17.33%
$289.33 - $360.21 $90.8K - $113K
2.13K $636K
PRME
Prime Medicine, Inc.
21.4K
+ 23.8%
$2.64 - $4.46 $56.6K - $95.6K
111K $325K
XYL
Xylem Inc.

Industrials
58
+ 3.18%
$116.02 - $137.45 $6.73K - $7.97K
1.88K $218K
DOOO
Brp Inc.

Consumer Cyclical
132
+ 3.04%
$47.56 - $59.38 $6.28K - $7.84K
4.47K $227K
SCHP
Schwab Strategic Us Tips ETF

ETFs
59.2K
+ 105.05%
$25.74 - $53.78 $1.52M - $3.19M
116K $2.99M
TRNO
Terreno Realty Corp

Real Estate
1.35K
+ 8.78%
$58.62 - $66.94 $79.4K - $90.6K
16.8K $992K
LOW
Lowes Companies Inc

Consumer Cyclical
1.29K
+ 8.51%
$244.52 - $284.07 $314K - $365K
16.4K $4.04M
RACE
Ferrari N.V.

Consumer Cyclical
2
+ 0.19%
$422.83 - $490.34 $846 - $981
1.04K $440K
EMB
Ishares Tr

ETFs
2.77K
+ 4.16%
$88.94 - $93.46 $246K - $259K
69.3K $6.17M
MANH
Manhattan Associates Inc

Technology
175
+ 1.85%
$263.36 - $309.78 $46.1K - $54.2K
9.64K $2.61M
BGNE
Bei Gene, Ltd.

Healthcare
4
+ 0.24%
$174.72 - $246.04 $699 - $984
1.65K $305K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.53K
+ 7.4%
$26.05 - $29.17 $144K - $161K
80.2K $2.1M
RDY
Dr Reddys Laboratories LTD

Healthcare
11.8K
+ 283.94%
$13.99 - $79.75 $165K - $939K
15.9K $251K
HD
Home Depot, Inc.

Consumer Cyclical
342
+ 2.62%
$385.02 - $431.37 $132K - $148K
13.4K $5.22M
FDL
First Tr Morningstar Dividend

ETFs
710
+ 1.1%
$39.59 - $43.95 $28.1K - $31.2K
65.1K $2.62M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
86
+ 0.74%
$209.89 - $233.24 $18.1K - $20.1K
11.7K $2.49M
UBER
Uber Technologies, Inc

Technology
1.4K
+ 10.11%
$59.93 - $86.34 $84.1K - $121K
15.3K $921K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
8.25K
+ 4.22%
$38.96 - $43.28 $322K - $357K
204K $8.03M
CMCSA
Comcast Corp

Communication Services
1.54K
+ 3.26%
$37.39 - $45.14 $57.6K - $69.5K
48.8K $1.83M
NVS
Novartis Ag

Healthcare
65
+ 0.76%
$96.78 - $117.18 $6.29K - $7.62K
8.56K $833K
MPWR
Monolithic Power Systems Inc

Technology
154
+ 21.69%
$560.06 - $942.58 $86.2K - $145K
864 $511K
SAN
Banco Santander, S.A.

Financial Services
1.09K
+ 0.39%
$4.49 - $5.05 $4.91K - $5.52K
281K $1.28M
UPS
United Parcel Service Inc

Industrials
199
+ 1.05%
$122.65 - $138.35 $24.4K - $27.5K
19.2K $2.42M
LYG
Lloyds Banking Group PLC

Financial Services
1.61K
+ 0.35%
$2.67 - $3.23 $4.31K - $5.21K
456K $1.24M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.83K
+ 2.54%
$41.17 - $43.34 $240K - $253K
235K $9.73M
FRI
First Tr S&P Reit Index Fd

ETFs
1.03K
+ 1.04%
$26.74 - $30.19 $27.5K - $31.1K
99.7K $2.73M
LLY
Eli Lilly & CO

Healthcare
1.33K
+ 12.36%
$727.2 - $932.06 $969K - $1.24M
12.1K $9.35M
LMT
Lockheed Martin Corp

Industrials
38
+ 1.7%
$479.66 - $614.62 $18.2K - $23.4K
2.27K $1.11M
ROL
Rollins Inc

Consumer Cyclical
3.75K
+ 4.0%
$46.35 - $51.59 $174K - $193K
97.5K $4.52M
DFSD
Dimensional ETF Tr Short Durat

ETFs
20
+ 0.01%
$46.75 - $47.8 $935 - $956
264K $12.4M
FTA
First Tr Large Cap Value

ETFs
1.15K
+ 0.94%
$75.21 - $83.49 $86.2K - $95.7K
124K $9.46M
SHW
Sherwin Williams CO

Basic Materials
304
+ 3.49%
$338.75 - $399.71 $103K - $122K
9.02K $3.06M
PHG
Koninklijke Philips Nv

Healthcare
5.44K
+ 9.74%
$24.71 - $32.66 $134K - $178K
61.3K $1.55M
NEE
Nextera Energy Inc

Utilities
3.15K
+ 8.0%
$69.77 - $85.43 $220K - $269K
42.6K $3.05M
NOC
Northrop Grumman Corp

Industrials
33
+ 0.62%
$466.52 - $543.88 $15.4K - $17.9K
5.38K $2.52M
Activity Summary
Buys All Purchases 395 New Holdings 81 Increased Positions 314 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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