Wfa Asset Management Corp Purchases in Q4 2024

Wfa Asset Management Corp

  • $185 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UEC
Uranium Energy Corp

Energy
1.3K
New
$6.55 - $8.6 $8.52K - $11.2K
1.3K $8.7M
IQLT
Ishares Msci Intl Quality Fact

ETFs
173
New
$37.12 - $41.23 $6.42K - $7.13K
173 $6.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
36
New
$176.42 - $186.91 $6.35K - $6.73K
36 $6.41M
IWP
Ishares Russell Mid Cap Growth

ETFs
50
New
$116.4 - $138.52 $5.82K - $6.93K
50 $6.34M
SCHC
Schwab Strategic Tr Intl Small

ETFs
179
New
$33.93 - $38.37 $6.07K - $6.87K
179 $6.15M
IWS
Ishares Russell Midcap Value E

ETFs
44
New
$128.08 - $140.32 $5.64K - $6.17K
44 $5.69M
DTM
Dt Midstream, Inc.

Energy
2
+ 0.86%
$78.85 - $108.56 $158 - $217
234 $23.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
44
New
$88.59 - $94.57 $3.9K - $4.16K
44 $3.91M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
12
New
$278.19 - $315.36 $3.34K - $3.78K
12 $3.45M
IWN
Ishares Russell2000 Val ETF

ETFs
20
New
$162.69 - $181.35 $3.25K - $3.63K
20 $3.28M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.59%
$178.39 - $215.0 $357 - $430
343 $66.2M
KR
Kroger CO

Consumer Defensive
3
+ 0.55%
$55.21 - $63.3 $166 - $190
553 $33.8M
BTI
British American Tobacco P.L.C.

Consumer Defensive
89
+ 2.15%
$34.25 - $37.94 $3.05K - $3.38K
4.22K $153M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
32
New
N/A
32 $2.02M
GILD
Gilead Sciences, Inc.

Healthcare
2
+ 0.95%
$83.95 - $97.9 $168 - $196
213 $19.7M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
473
+ 20.03%
$12.1 - $13.76 $5.72K - $6.51K
2.84K $34.3M
Grayscale Bitcoin Mini Tr Et
36
New
N/A
36 $1.51M
RSF
River North Specialty Finance Corp

ETFs
85
+ 2.75%
$15.14 - $15.55 $1.29K - $1.32K
3.18K $49M
HPE
Hewlett Packard Enterprise CO

Technology
6
+ 0.47%
$19.31 - $23.95 $116 - $144
1.29K $27.6M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
5
+ 0.39%
$51.94 - $55.55 $260 - $278
1.3K $69.2M
RPM
Rpm International Inc

Basic Materials
1
+ 0.33%
$120.09 - $140.26 $120 - $140
303 $37.3M
PM
Philip Morris International Inc.

Consumer Defensive
26
+ 1.09%
$118.38 - $133.06 $3.08K - $3.46K
2.42K $291M
XEL
Xcel Energy Inc

Utilities
1
+ 0.49%
$62.16 - $72.92 $62.2 - $72.9
206 $13.9M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
+ 0.41%
$62.09 - $82.32 $62.1 - $82.3
245 $16.3M
IVT
Inven Trust Properties Corp.

Real Estate
1
+ 0.63%
$28.52 - $31.3 $28.5 - $31.3
160 $4.82M
AEE
Ameren Corp

Utilities
1
+ 0.93%
$85.81 - $94.98 $85.8 - $95
108 $9.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.86%
$126.68 - $134.74 $633 - $674
586 $74.7M
SONY
Sony Group Corp

Technology
32
+ 400.0%
$17.53 - $96.8 $561 - $3.1K
40 $847K
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.88%
N/A
461 $90.2M
KSS
Kohls Corp

Consumer Cyclical
5
+ 3.36%
$13.86 - $20.95 $69.3 - $105
154 $2.16M
XLE
Energy Sector Spdr

ETFs
6
+ 0.83%
$83.32 - $97.27 $500 - $584
728 $62.4M
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 1.02%
$210.96 - $223.62 $633 - $671
297 $62.8M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
1
+ 0.58%
$56.18 - $67.64 $56.2 - $67.6
174 $9.86M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.14%
$80.14 - $90.95 $80.1 - $91
729 $58.9M
DTE
Dte Energy CO

Utilities
3
+ 0.84%
$117.04 - $129.77 $351 - $389
362 $43.7M
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 0.34%
$29.69 - $38.02 $29.7 - $38
294 $8.86M
DUK
Duke Energy Corp

Utilities
1
+ 0.29%
$105.76 - $120.76 $106 - $121
348 $37.5M
DOV
Dover Corp

Industrials
2
+ 0.28%
$184.72 - $206.51 $369 - $413
714 $134M
OHI
Omega Healthcare Investors Inc

Real Estate
22
+ 1.7%
$37.51 - $42.56 $825 - $936
1.32K $49.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3
+ 0.93%
$131.66 - $144.0 $395 - $432
326 $43M
BP
Bp PLC

Energy
37
+ 1.66%
$28.16 - $33.14 $1.04K - $1.23K
2.27K $67M
FTXL
First Tr ETF Vi Nasdaq Semicon
1
+ 0.19%
N/A
530 $46.3M
GNR
Spdr S&P Global Natural Resour

ETFs
14
+ 2.84%
$48.67 - $58.43 $681 - $818
507 $25.2M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2
+ 0.34%
$64.85 - $73.04 $130 - $146
584 $38.2M
CSX
Csx Corp

Industrials
7
+ 0.35%
$31.58 - $36.88 $221 - $258
2.01K $64.8M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.55%
$90.22 - $102.31 $180 - $205
364 $33M
KO
Coca Cola CO

Consumer Defensive
4
+ 0.8%
$61.74 - $71.71 $247 - $287
502 $31.3M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
4
+ 0.76%
$150.51 - $170.38 $602 - $682
532 $81.1M
Gsk PLC
7
+ 0.95%
N/A
747 $25.3M
Activity Summary
Buys All Purchases 120 New Holdings 31 Increased Positions 89 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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