Allegiance Financial Group Advisory Services LLC Purchases in Q4 2024

Allegiance Financial Group Advisory Services LLC

  • $309 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
6.53K
+ 6.09%
$280.04 - $302.45 $1.83M - $1.97M
114K $32.9B
AVLV
American Centy ETF Tr Avantis
23.3K
+ 5.41%
$65.51 - $71.22 $1.53M - $1.66M
455K $30.4B
UBER
Uber Technologies, Inc

Technology
31.7K
New
$59.93 - $86.34 $1.9M - $2.74M
31.7K $1.91B
DFSD
Dimensional ETF Tr Short Durat

ETFs
33.8K
+ 12.13%
$46.75 - $47.8 $1.58M - $1.62M
313K $14.7B
DFAU
Dimensional ETF Tr

ETFs
22.3K
+ 5.63%
$39.27 - $42.38 $874K - $944K
418K $16.9B
PNOV
Innovator U.S. Equity Power Bu
30.8K
+ 559.66%
N/A
36.3K $1.37B
AVIG
American Centy ETF Tr Avantis

ETFs
40.6K
+ 12.54%
$40.48 - $42.48 $1.65M - $1.73M
365K $14.8B
AVUV
American Centy ETF Tr Avantis

ETFs
8.57K
+ 5.29%
$94.37 - $106.41 $809K - $912K
171K $16.5B
XOM
Exxon Mobil Corp

Energy
7.19K
+ 160.11%
$105.51 - $125.37 $759K - $902K
11.7K $1.26B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
25.6K
+ 7.96%
$36.54 - $37.53 $935K - $961K
347K $12.8B
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
15.3K
New
$34.96 - $35.65 $535K - $545K
15.3K $537M
SPY
Spdr S&P 500 ETF Trust

ETFs
775
+ 19.67%
$567.81 - $607.81 $440K - $471K
4.72K $2.76B
AAPL
Apple Inc.

Technology
830
+ 5.9%
$221.69 - $259.02 $184K - $215K
14.9K $3.73B
PDEC
Innovator U.S. Equity Power Bu
10.3K
New
N/A
10.3K $396M
FTNT
Fortinet, Inc.

Technology
4.03K
New
$76.49 - $99.21 $308K - $400K
4.03K $381M
CME
Cme Group Inc.

Financial Services
1.55K
New
$221.17 - $246.02 $343K - $382K
1.55K $360M
SMAR
Smartsheet Inc

Technology
6.19K
New
$55.35 - $56.51 $343K - $350K
6.19K $347M
NVDA
Nvidia Corp

Technology
2.17K
+ 61.89%
$117.0 - $148.88 $254K - $323K
5.67K $762M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.53K
New
$125.36 - $147.37 $317K - $373K
2.53K $332M
AMZN
Amazon Com Inc

Consumer Cyclical
913
+ 24.31%
$180.88 - $232.93 $165K - $213K
4.67K $1.02B
CFG
Citizens Financial Group Inc

Financial Services
6.79K
New
$39.92 - $48.46 $271K - $329K
6.79K $297M
MMM
3 M CO

Industrials
2.15K
New
$124.74 - $137.12 $268K - $295K
2.15K $278M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.2K
New
$77.25 - $91.3 $247K - $292K
3.2K $273M
GWRE
Guidewire Software, Inc.

Technology
1.59K
New
$168.58 - $207.12 $268K - $329K
1.59K $268M
Innovator Etfs Trust
11.1K
New
N/A
11.1K $267M
CNC
Centene Corp

Healthcare
4.25K
New
$56.71 - $73.94 $241K - $314K
4.25K $258M
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.92K
New
$41.16 - $42.25 $243K - $250K
5.92K $250M
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.23K
New
$60.38 - $78.79 $195K - $254K
3.23K $243M
ZM
Zoom Video Communications, Inc.

Technology
2.93K
New
$67.21 - $89.03 $197K - $261K
2.93K $239M
MRK
Merck & Co., Inc.

Healthcare
2.38K
New
$96.31 - $114.76 $229K - $273K
2.38K $237M
PFE
Pfizer Inc

Healthcare
8.71K
New
$24.8 - $30.19 $216K - $263K
8.71K $231M
VRSN
Verisign Inc

Technology
1.11K
New
$176.68 - $206.96 $196K - $230K
1.11K $230M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
969
New
$232.27 - $300.43 $225K - $291K
969 $228M
RBLX
Roblox Corp

Communication Services
3.94K
New
$39.86 - $61.45 $157K - $242K
3.94K $228M
INCY
Incyte Corp

Healthcare
3.3K
New
$65.08 - $83.38 $214K - $275K
3.3K $228M
EME
Emcor Group, Inc.

Industrials
488
New
$427.96 - $526.95 $209K - $257K
488 $222M
AVGO
Broadcom Inc.

Technology
946
New
$159.67 - $250.0 $151K - $237K
946 $219M
CMCSA
Comcast Corp

Communication Services
6.33K
+ 119.06%
$37.39 - $45.14 $237K - $286K
11.6K $437M
MCK
Mckesson Corp

Healthcare
377
New
$482.27 - $628.5 $182K - $237K
377 $215M
PLTR
Palantir Technologies Inc.

Technology
2.83K
New
$36.46 - $82.38 $103K - $233K
2.83K $214M
MEDP
Medpace Holdings, Inc.

Healthcare
631
New
$308.93 - $363.58 $195K - $229K
631 $210M
WMT
Walmart Inc.

Consumer Defensive
2.31K
New
$79.1 - $95.7 $183K - $221K
2.31K $209M
American Centy ETF Tr
3.07K
New
N/A
3.07K $208M
HOOD
Robinhood Markets, Inc.

Technology
5.55K
New
$22.33 - $43.2 $124K - $240K
5.55K $207M
NFLX
Netflix Inc

Communication Services
232
New
$687.65 - $936.56 $160K - $217K
232 $207M
LLY
Eli Lilly & CO

Healthcare
267
New
$727.2 - $932.06 $194K - $249K
267 $206M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.07K
New
$180.39 - $205.43 $193K - $220K
1.07K $203M
PEP
Pepsico Inc

Consumer Defensive
1.33K
New
$151.29 - $176.1 $202K - $235K
1.33K $203M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.05K
New
$178.39 - $215.0 $187K - $225K
1.05K $202M
Activity Summary
Buys All Purchases 85 New Holdings 40 Increased Positions 45 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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