Advisory Services Network, LLC Purchases in Q4 2024

Advisory Services Network, LLC

  • $5.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
49.6K
+ 109.98%
$50.37 - $50.6 $2.5M - $2.51M
94.8K $4.77M
CGUS
Capital Group Core Equity ETF
62.2K
+ 14.96%
$33.96 - $36.24 $2.11M - $2.25M
478K $16.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
47.9K
+ 136.23%
$51.54 - $52.55 $2.47M - $2.51M
83K $4.29M
T
At&T Inc.

Communication Services
96.7K
+ 31.85%
$21.22 - $23.88 $2.05M - $2.31M
400K $9.11M
MSFT
Microsoft Corp

Technology
10.9K
+ 4.31%
$406.35 - $454.46 $4.43M - $4.96M
264K $111M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
103K
+ 391.85%
$22.39 - $23.45 $2.3M - $2.41M
129K $2.96M
FXD
First Tr Exchange Traded Fd

ETFs
30.8K
+ 13.2%
$62.05 - $68.52 $1.91M - $2.11M
264K $17M
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
94.9K
New
$23.43 - $24.2 $2.22M - $2.3M
94.9K $2.23M
FDVV
Fidelity High Dividend ETF

ETFs
45.7K
+ 49.57%
$49.66 - $52.63 $2.27M - $2.4M
138K $6.88M
CBRE
Cbre Group, Inc.

Real Estate
16.6K
+ 480.12%
$119.22 - $140.71 $1.98M - $2.33M
20K $2.63M
EFV
Msci Eafe Value ETF

ETFs
49.8K
+ 56.02%
$51.78 - $57.15 $2.58M - $2.85M
139K $7.28M
XLP
Consumer Staples Sector Spdr

ETFs
28.2K
+ 60.63%
N/A
74.6K $5.67M
TWLO
Twilio Inc

Communication Services
19.8K
New
$63.73 - $114.96 $1.26M - $2.27M
19.8K $2.14M
ICSH
Blackrock Ultra Short Term Bon

ETFs
42.2K
+ 116.77%
$50.35 - $50.69 $2.13M - $2.14M
78.4K $3.95M
IAT
Ishares Tr

ETFs
41.9K
New
$46.07 - $56.9 $1.93M - $2.38M
41.9K $2.11M
VTI
Vanguard Total Stock Market Et

ETFs
5.6K
+ 7.72%
$280.04 - $302.45 $1.57M - $1.69M
78.2K $22.7M
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
22.6K
+ 59.9%
$32.27 - $55.37 $731K - $1.25M
60.5K $3.35M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
38.3K
+ 574.34%
$54.15 - $58.81 $2.08M - $2.25M
45K $2.44M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
47.5K
+ 40.2%
$41.09 - $45.94 $1.95M - $2.18M
166K $6.97M
IAU
Ishares Gold Trust

ETFs
41.2K
+ 26.34%
$48.37 - $52.65 $1.99M - $2.17M
198K $9.78M
AVUV
American Centy ETF Tr Avantis

ETFs
19.8K
+ 22.29%
$94.37 - $106.41 $1.87M - $2.11M
109K $10.5M
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.49K
+ 155.26%
$316.94 - $357.88 $1.74M - $1.97M
9.03K $3.1M
APO
Apollo Global Management, Inc.

Financial Services
2.81K
+ 7.7%
$131.36 - $178.61 $368K - $501K
39.2K $6.48M
AXP
American Express CO

Financial Services
4.29K
+ 16.76%
$267.35 - $305.57 $1.15M - $1.31M
29.9K $8.87M
BRO
Brown & Brown, Inc.

Financial Services
18.7K
+ 52.49%
$100.93 - $113.42 $1.89M - $2.13M
54.4K $5.55M
FENY
Fidelity Covington Tr Msci Ene

ETFs
78.4K
+ 54.98%
$23.14 - $26.91 $1.81M - $2.11M
221K $5.27M
TDG
Trans Digm Group Inc

Industrials
2.24K
+ 35.51%
$1239.0 - $1442.53 $2.78M - $3.23M
8.55K $10.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.4K
+ 51.16%
$311.11 - $335.64 $1.68M - $1.81M
16K $5.14M
META
Meta Platforms, Inc.

Communication Services
282
+ 0.31%
$554.08 - $632.68 $156K - $178K
92.7K $54.7M
MRVL
Marvell Technology, Inc.

Technology
8K
+ 35.35%
$70.31 - $124.78 $563K - $998K
30.6K $3.38M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.09K
+ 10.34%
$201.32 - $217.44 $1.43M - $1.54M
75.6K $15.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
34.5K
+ 19.3%
$56.06 - $61.35 $1.93M - $2.11M
213K $12M
TRGP
Targa Resources Corp.

Energy
6.95K
+ 46.59%
$150.58 - $207.69 $1.05M - $1.44M
21.9K $3.91M
IGM
Ishares Expanded Tech Sector E

ETFs
14.3K
+ 39.17%
$94.19 - $106.95 $1.35M - $1.53M
51K $5.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.7K
+ 7.83%
$81.68 - $82.93 $2.01M - $2.05M
340K $27.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
4.86K
+ 48.77%
$173.13 - $258.09 $841K - $1.25M
14.8K $3.42M
WFC
Wells Fargo & Company

Financial Services
3.06K
+ 2.95%
$54.98 - $77.35 $168K - $236K
107K $7.49M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
5.22K
+ 10.11%
$47.29 - $84.74 $247K - $442K
56.9K $4.24M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
24.4K
+ 81.97%
$75.65 - $83.47 $1.85M - $2.04M
54.2K $4.13M
TT
Trane Technologies PLC

Industrials
4.65K
+ 83.18%
$369.35 - $419.14 $1.72M - $1.95M
10.2K $3.78M
IVE
Ishares S&P 500 Value ETF

ETFs
10.1K
+ 19.67%
$189.5 - $206.17 $1.91M - $2.07M
61.2K $11.7M
OSCV
Opus Small Cap Value ETF

ETFs
43.6K
+ 93.05%
$36.89 - $40.88 $1.61M - $1.78M
90.4K $3.34M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
19.7K
+ 83.6%
$73.49 - $86.09 $1.45M - $1.7M
43.3K $3.34M
IAK
Ishares Tr

ETFs
13.9K
+ 17.43%
$123.78 - $138.16 $1.72M - $1.92M
93.7K $11.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
61.6K
New
$24.55 - $25.16 $1.51M - $1.55M
61.6K $1.52M
DSI
Ishares Msci Kld 400 Social Et

ETFs
12.5K
+ 13.23%
$107.41 - $115.71 $1.34M - $1.45M
107K $11.8M
ET
Energy Transfer LP

Energy
25K
+ 8.63%
$16.05 - $19.86 $401K - $496K
314K $6.16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20.5K
+ 30.63%
$77.02 - $78.58 $1.58M - $1.61M
87.3K $6.75M
GDDY
Go Daddy Inc.

Technology
7.53K
New
$153.16 - $209.03 $1.15M - $1.57M
7.53K $1.49M
Activity Summary
Buys All Purchases 935 New Holdings 253 Increased Positions 682 Sells All Sells 601 Reductions 601 Sold out 0 Options Calls 0 Puts 0
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