Atomi Financial Group, Inc. Purchases in Q4 2024

Atomi Financial Group, Inc.

  • $1.98 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FCAL
First Tr Iii Calif Mun High In

ETFs
35.3K
New
$49.2 - $50.51 $1.73M - $1.78M
35.3K $1.74B
CRM
Salesforce, Inc.

Technology
2.89K
+ 24.04%
$270.87 - $367.87 $781K - $1.06M
14.9K $4.98B
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
71.3K
New
$23.25 - $23.37 $1.66M - $1.67M
71.3K $1.66B
MA
Mastercard Inc

Financial Services
2.52K
+ 27.78%
$491.3 - $536.15 $1.24M - $1.35M
11.6K $6.1B
VBK
Vanguard Small Cap Growth ETF

ETFs
5.78K
New
$264.18 - $304.19 $1.53M - $1.76M
5.78K $1.62B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
134K
+ 372.78%
$26.93 - $84.95 $3.6M - $11.4M
170K $4.64B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
66.8K
+ 38.08%
$24.66 - $27.63 $1.65M - $1.84M
242K $6.13B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
31.1K
+ 38.46%
$50.73 - $51.08 $1.58M - $1.59M
112K $5.7B
WMT
Walmart Inc.

Consumer Defensive
11.8K
+ 22.88%
$79.1 - $95.7 $930K - $1.13M
63.1K $5.71B
INDS
Pacer Fds Tr Benchmark Indl

ETFs
78.3K
+ 50.71%
$34.66 - $42.95 $2.71M - $3.36M
233K $8.21B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
16K
New
$89.88 - $101.38 $1.44M - $1.62M
16K $1.49B
IVE
Ishares S&P 500 Value ETF

ETFs
7.43K
+ 412.15%
$189.5 - $206.17 $1.41M - $1.53M
9.23K $1.76B
BKNG
Booking Holdings Inc.

Consumer Cyclical
205
+ 39.88%
$4100.99 - $5300.34 $841K - $1.09M
719 $3.57B
VO
Vanguard Mid Cap ETF

ETFs
5.24K
+ 27.47%
$261.5 - $284.63 $1.37M - $1.49M
24.3K $6.43B
V
Visa Inc.

Financial Services
2.63K
+ 19.7%
$273.87 - $320.91 $720K - $844K
16K $5.05B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
29.2K
New
$46.69 - $49.2 $1.36M - $1.44M
29.2K $1.37B
TECK
Teck Resources LTD

Basic Materials
33.3K
New
$39.99 - $52.38 $1.33M - $1.75M
33.3K $1.35B
SPYG
Spdr Portfolio

ETFs
14.9K
+ 344.27%
$81.74 - $91.38 $1.22M - $1.36M
19.2K $1.69B
Barclays PLC
96K
New
N/A
96K $1.28B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
54.4K
+ 935.11%
$27.54 - $83.04 $1.5M - $4.52M
60.3K $1.67B
EFA
Ishares Tr Msci Eafe ETF

ETFs
22.9K
+ 31.78%
$75.1 - $82.99 $1.72M - $1.9M
95.1K $7.19B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.6K
+ 10.41%
$96.64 - $101.23 $1.99M - $2.08M
218K $21.1B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.2K
+ 62.53%
$91.29 - $91.8 $1.11M - $1.12M
31.6K $2.89B
IJS
Ishares S&P Smallcap 600 Value

ETFs
9.66K
+ 19.05%
$104.59 - $118.05 $1.01M - $1.14M
60.4K $6.56B
PPA
Invesco Exchange Traded Fd Tr

ETFs
9.5K
New
$113.79 - $124.5 $1.08M - $1.18M
9.5K $1.09B
FCX
Freeport Mcmoran Inc

Basic Materials
32.7K
+ 227.51%
$38.08 - $50.82 $1.24M - $1.66M
47K $1.79B
EFV
Msci Eafe Value ETF

ETFs
21K
+ 192.38%
$51.78 - $57.15 $1.09M - $1.2M
31.9K $1.67B
GS
Goldman Sachs Group Inc

Financial Services
301
+ 2.71%
$486.1 - $608.57 $146K - $183K
11.4K $6.54B
SAP
Sap Se

Technology
3.5K
+ 38.87%
$218.13 - $255.54 $762K - $893K
12.5K $3.07B
SHOP
Shopify Inc.

Technology
5.66K
+ 36.36%
$78.14 - $119.49 $442K - $676K
21.2K $2.26B
PAPR
Innovator U.S. Equity Power Bu

ETFs
27.4K
New
$35.71 - $37.1 $977K - $1.02M
27.4K $1B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
21.5K
+ 18.08%
$51.54 - $52.55 $1.11M - $1.13M
140K $7.26B
EQIX
Equinix Inc

Real Estate
836
+ 23.86%
$865.69 - $985.0 $724K - $823K
4.34K $4.09B
BAC
Bank Of America Corp

Financial Services
7.96K
+ 5.53%
$39.22 - $47.77 $312K - $380K
152K $6.67B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
56.8K
+ 13.83%
$44.04 - $49.49 $2.5M - $2.81M
468K $20.6B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.16K
+ 84.96%
$370.24 - $418.94 $801K - $907K
4.71K $1.89B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.81K
+ 25.54%
$134.53 - $150.65 $1.05M - $1.18M
38.4K $5.2B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
20.1K
+ 36.4%
$62.71 - $68.47 $1.26M - $1.38M
75.5K $4.75B
VOE
Vanguard Mid Cap Value Index F

ETFs
5.65K
New
$160.89 - $176.18 $909K - $995K
5.65K $914M
DIS
Walt Disney CO

Communication Services
4.64K
+ 18.32%
$92.39 - $117.6 $429K - $545K
30K $3.34B
COST
Costco Wholesale Corp

Consumer Defensive
666
+ 7.06%
$873.59 - $994.69 $582K - $662K
10.1K $9.25B
IWR
Ishares Russell Mid Cap ETF

ETFs
10K
New
$87.25 - $95.52 $876K - $959K
10K $887M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.79K
+ 108.67%
$115.08 - $119.55 $897K - $932K
15K $1.73B
VGT
Vanguard Information Technolog

ETFs
1.14K
+ 26.06%
$571.78 - $647.97 $654K - $741K
5.53K $3.44B
AXON
Axon Enterprise, Inc.

Industrials
800
+ 42.28%
$399.22 - $689.78 $319K - $552K
2.69K $1.6B
IEFA
Ishares Tr

ETFs
14.6K
+ 54.75%
$70.06 - $77.43 $1.02M - $1.13M
41.3K $2.9B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.14K
+ 24.46%
$100.22 - $100.73 $815K - $820K
41.4K $4.15B
DFAT
Dimensional ETF Tr U S Target

ETFs
14.4K
New
$54.54 - $61.04 $785K - $878K
14.4K $801M
SCHV
Schwab Strategic Tr Us Large C

ETFs
927K
+ 215.39%
$25.79 - $80.4 $23.9M - $74.6M
1.36M $35.4B
Activity Summary
Buys All Purchases 730 New Holdings 133 Increased Positions 597 Sells All Sells 221 Reductions 221 Sold out 0 Options Calls 2 Puts 5
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