Pks Advisory Services, LLC Purchases in Q4 2024

Pks Advisory Services, LLC

  • $400 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGZ
Ishares Agency Bond ETF

ETFs
2.47K
New
$107.68 - $110.37 $266K - $272K
2.47K $266M
EMB
Ishares Tr

ETFs
2.96K
New
$88.94 - $93.46 $263K - $277K
2.96K $263M
IYK
Ishares U.S. Consumer Staples

ETFs
3.98K
New
$65.32 - $70.92 $260K - $282K
3.98K $261M
WM
Waste Management Inc

Industrials
1.26K
New
$201.79 - $228.46 $255K - $289K
1.26K $255M
HON
Honeywell International Inc

Industrials
1.12K
New
$202.84 - $236.0 $227K - $264K
1.12K $253M
FBT
First Trust Nyse Arca Biotechn

ETFs
1.51K
New
$161.65 - $178.69 $244K - $270K
1.51K $251M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.18K
New
$40.15 - $42.9 $248K - $265K
6.18K $249M
VIG
Vanguard Dividend Appreciation

ETFs
1.26K
New
N/A
1.26K $247M
ACN
Accenture PLC

Technology
698
New
$343.9 - $376.86 $240K - $263K
698 $246M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.9K
New
$126.68 - $134.74 $240K - $255K
1.9K $242M
MLN
Vaneck Long Muni ETF

ETFs
13.3K
New
$17.61 - $18.29 $234K - $243K
13.3K $238M
PLTR
Palantir Technologies Inc.

Technology
3.14K
New
$36.46 - $82.38 $114K - $258K
3.14K $237M
ELV
Elevance Health, Inc.

Healthcare
632
New
$365.96 - $514.62 $231K - $325K
632 $233M
CRWD
Crowd Strike Holdings, Inc.

Technology
680
New
$275.15 - $388.2 $187K - $264K
680 $233M
KMPR
Kemper Corp

Financial Services
3.5K
New
$59.0 - $72.1 $207K - $252K
3.5K $233M
FTSL
First Trust Senior Ln Fund

ETFs
5.02K
New
$45.9 - $46.48 $231K - $234K
5.02K $232M
PEP
Pepsico Inc

Consumer Defensive
1.5K
New
$151.29 - $176.1 $226K - $264K
1.5K $228M
OTIS
Otis Worldwide Corp

Industrials
2.44K
New
$92.57 - $106.01 $226K - $259K
2.44K $226M
PFF
Ishares Trust Ishares Pfd And

ETFs
12.2K
New
$31.23 - $33.51 $381K - $409K
12.2K $224M
RSG
Republic Services, Inc.

Industrials
1.1K
New
$198.0 - $218.75 $217K - $240K
1.1K $221M
FDVV
Fidelity High Dividend ETF

ETFs
4.41K
New
$49.66 - $52.63 $219K - $232K
4.41K $220M
INTC
Intel Corp

Technology
10.9K
New
$19.07 - $26.23 $207K - $285K
10.9K $218M
KEY
Keycorp

Financial Services
12.5K
New
$16.21 - $19.97 $203K - $250K
12.5K $214M
UNP
Union Pacific Corp

Industrials
938
New
$223.15 - $249.32 $209K - $234K
938 $214M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.29K
New
$153.8 - $176.52 $198K - $227K
1.29K $213M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.99K
New
$70.1 - $76.53 $210K - $229K
2.99K $211M
EEM
Ishares Msci Emerging Markets

ETFs
5.05K
New
$41.82 - $47.36 $211K - $239K
5.05K $211M
MS
Morgan Stanley

Financial Services
1.63K
New
$104.42 - $134.99 $170K - $220K
1.63K $205M
OKE
Oneok Inc

Energy
2.02K
New
$92.28 - $117.05 $186K - $236K
2.02K $202M
CAT
Caterpillar Inc

Industrials
556
New
$360.37 - $416.88 $200K - $232K
556 $202M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.74K
New
$115.08 - $119.55 $200K - $208K
1.74K $201M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.18K
New
$25.93 - $105.3 $186K - $756K
7.18K $200M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
12.7K
New
$14.65 - $15.8 $186K - $201K
12.7K $191M
CHY
Calamos Convertible & High Income Fund

Financial Services
15.6K
New
$11.79 - $12.56 $184K - $196K
15.6K $189M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
16.3K
New
$10.56 - $11.31 $172K - $185K
16.3K $175M
SOFI
So Fi Technologies, Inc.

Financial Services
11.2K
New
$7.63 - $16.88 $85.4K - $189K
11.2K $172M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13K
New
$11.1 - $12.03 $145K - $157K
13K $147M
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
14K
New
$7.67 - $8.25 $107K - $116K
14K $108M
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
14K
New
N/A
14K $95.2M
CTM
Castellum, Inc.
42.2K
New
$0.14 - $2.58 $5.91K - $109K
42.2K $84.4M
AQST
Aquestive Therapeutics, Inc.

Healthcare
17.7K
New
$3.46 - $5.64 $61.1K - $99.5K
17.7K $62.8M
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
10.5K
New
$4.55 - $9.56 $47.8K - $100K
10.5K $56.2M
ICAD
Icad Inc

Healthcare
29.1K
New
$1.39 - $2.4 $40.4K - $69.8K
29.1K $53.2M
CLSD
Clearside Biomedical, Inc.

Healthcare
24.5K
New
$0.87 - $1.58 $21.3K - $38.7K
24.5K $23.3M
IOBT
Io Biotech, Inc.

Healthcare
16K
New
$0.68 - $1.33 $10.9K - $21.3K
16K $14.7M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
57.8K
New
$105.85 - $112.84 $6.12M - $6.53M
57.8K $9.41M
ADAP
Adaptimmune Therapeutics PLC

Healthcare
17K
New
$0.54 - $0.95 $9.18K - $16.2K
17K $9.16M
IYH
Ishares Tr

ETFs
71.6K
New
$57.53 - $65.24 $4.12M - $4.67M
71.6K $4.17M
Activity Summary
Buys All Purchases 249 New Holdings 249 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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