A&I Financial Services, LLC Purchases in Q4 2024

A&I Financial Services, LLC

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
173K
New
$216.13 - $242.4 $37.3M - $41.9M
173K $38.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
55.8K
New
$124.26 - $134.12 $6.94M - $7.49M
55.8K $7.18B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
167K
New
$26.01 - $28.19 $4.34M - $4.71M
167K $4.37B
VEA
Vanguard Ftse Developed Market

ETFs
75.1K
New
$47.57 - $52.44 $3.57M - $3.94M
75.1K $3.59B
NVDA
Nvidia Corp

Technology
23.3K
New
$117.0 - $148.88 $2.73M - $3.47M
23.3K $3.13B
VOTE
Engine No 1 ETF Tr

ETFs
38.8K
New
$66.37 - $71.58 $2.58M - $2.78M
38.8K $2.67B
CGDV
Capital Group Divid Value ETF

ETFs
71.3K
New
$35.16 - $37.12 $2.51M - $2.65M
71.3K $2.51B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
25.1K
New
$96.64 - $101.23 $2.43M - $2.54M
25.1K $2.44B
CGGR
Capital Group Growth ETF Shs C

ETFs
63.9K
New
$34.49 - $39.24 $2.2M - $2.51M
63.9K $2.37B
CGUS
Capital Group Core Equity ETF
64.6K
New
$33.96 - $36.24 $2.2M - $2.34M
64.6K $2.26B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
36.8K
New
$44.04 - $49.49 $1.62M - $1.82M
36.8K $1.62B
CGGO
Capital Group Global Growth Eq

ETFs
46.9K
New
$29.21 - $30.67 $1.37M - $1.44M
46.9K $1.37B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.24K
New
$567.81 - $607.81 $1.27M - $1.36M
2.24K $1.31B
AAPL
Apple Inc.

Technology
4.93K
New
$221.69 - $259.02 $1.09M - $1.28M
4.93K $1.23B
AMZN
Amazon Com Inc

Consumer Cyclical
5.41K
New
$180.88 - $232.93 $978K - $1.26M
5.41K $1.19B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
25.5K
New
$41.09 - $45.94 $1.05M - $1.17M
25.5K $1.07B
Morgan Stanley ETF Trust
18.6K
New
N/A
18.6K $1.03B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
12.1K
New
$75.65 - $83.47 $912K - $1.01M
12.1K $918M
Litman Gregory Fds Tr
100K
New
N/A
100K $915M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
38.5K
New
$21.66 - $22.69 $834K - $874K
38.5K $839M
MSFT
Microsoft Corp

Technology
1.9K
New
$406.35 - $454.46 $770K - $861K
1.9K $799M
PTVE
Pactiv Evergreen Inc.

Consumer Cyclical
42.6K
New
$10.97 - $17.48 $467K - $745K
42.6K $744M
TAC
Transalta Corp

Utilities
51.5K
New
$10.0 - $14.33 $515K - $739K
51.5K $729M
DAN
Dana Inc

Consumer Cyclical
52.3K
New
$7.67 - $13.0 $401K - $680K
52.3K $605M
Capital Group Dividend Growe
19.5K
New
N/A
19.5K $579M
AFG
American Financial Group Inc

Financial Services
4.21K
New
$126.81 - $149.08 $534K - $627K
4.21K $576M
ADT
Adt Inc.

Industrials
83K
New
$6.71 - $8.14 $557K - $676K
83K $574M
Wk Kellogg CO
30.7K
New
N/A
30.7K $553M
THG
Hanover Insurance Group, Inc.

Financial Services
3.5K
New
$144.81 - $165.01 $507K - $578K
3.5K $542M
NVR
Nvr Inc

Consumer Cyclical
65
New
$8101.21 - $9940.51 $527K - $646K
65 $532M
SEE
Sealed Air Corp

Consumer Cyclical
15.6K
New
$33.59 - $37.3 $524K - $581K
15.6K $527M
TSLA
Tesla, Inc.

Consumer Cyclical
1.29K
New
$213.65 - $479.86 $275K - $617K
1.29K $519M
ORI
Old Republic International Corp

Financial Services
13.7K
New
$34.4 - $38.98 $472K - $535K
13.7K $497M
Capital Group New Geography
19.9K
New
N/A
19.9K $493M
HY
Hyster Yale Materials Handling, Inc.

Industrials
9.67K
New
$49.77 - $68.77 $481K - $665K
9.67K $492M
CSGS
Csg Systems International Inc

Technology
9.52K
New
$46.59 - $56.23 $444K - $535K
9.52K $487M
CNHI
Cnh Industrial N.V.

Industrials
42.6K
New
N/A
42.6K $482M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
22.7K
New
$20.06 - $25.14 $456K - $572K
22.7K $479M
MTG
Mgic Investment Corp

Financial Services
19.2K
New
$23.32 - $26.4 $447K - $506K
19.2K $454M
GOOGL
Alphabet Inc.

Communication Services
2.34K
New
$161.86 - $196.66 $379K - $460K
2.34K $443M
GOOG
Alphabet Inc.

Communication Services
2.22K
New
$163.08 - $198.16 $362K - $440K
2.22K $423M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
12.5K
New
$33.39 - $37.66 $416K - $469K
12.5K $416M
PECO
Phillips Edison & Company, Inc.

Real Estate
11K
New
$35.96 - $39.8 $395K - $437K
11K $412M
OGN
Organon & Co.

Healthcare
26.9K
New
$14.44 - $18.83 $389K - $507K
26.9K $402M
VOYA
Voya Financial, Inc.

Financial Services
5.69K
New
$65.93 - $83.9 $375K - $477K
5.69K $391M
APA
Apa Corp

Energy
16.8K
New
$20.47 - $27.07 $344K - $455K
16.8K $389M
IVV
Ishares Core S&P 500 ETF

ETFs
657
New
$570.51 - $610.59 $375K - $401K
657 $387M
CION
Cion Investment Corp

Financial Services
33.9K
New
$11.25 - $12.08 $381K - $409K
33.9K $386M
OMC
Omnicom Group Inc.

Communication Services
4.46K
New
$85.82 - $105.47 $383K - $471K
4.46K $384M
Activity Summary
Buys All Purchases 72 New Holdings 72 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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