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
KMX
Carmax Inc

Consumer Cyclical
2.46K
New
$71.11 - $87.2 $175K - $214K
2.46K $201M
WEN
Wendy'S CO

Consumer Cyclical
11.7K
New
$16.26 - $20.42 $191K - $240K
11.7K $191M
V
Visa Inc.

Financial Services
153
+ 5.16%
$273.87 - $320.91 $41.9K - $49.1K
3.12K $985M
GE
General Electric CO

Industrials
1.24K
+ 66.81%
$159.95 - $194.23 $198K - $241K
3.1K $516M
PATH
Ui Path, Inc.

Technology
12.5K
New
$11.95 - $15.5 $149K - $194K
12.5K $159M
AVDV
American Centy ETF Tr Avantis

ETFs
21.9K
+ 9.08%
$63.85 - $70.4 $1.4M - $1.54M
263K $17.1B
IEMG
Ishares Inc

ETFs
8.3K
+ 11.83%
N/A
78.4K $4.09B
HWM
Howmet Aerospace Inc.

Industrials
414
+ 19.43%
$99.72 - $120.09 $41.3K - $49.7K
2.55K $278M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 10.35%
$442.29 - $483.08 $57.1K - $62.3K
1.38K $623M
Siriusxm Holdings Inc
2.05K
+ 20.59%
N/A
12K $274M
BMY
Bristol Myers Squibb CO

Healthcare
92
+ 1.95%
$51.92 - $59.94 $4.78K - $5.51K
4.81K $272M
Aethlon Med Inc
30K
New
N/A
30K $25.8M
BRSP
Bright Spire Capital, Inc.

Real Estate
4.43K
+ 30.26%
$5.25 - $6.43 $23.3K - $28.5K
19.1K $108M
MPC
Marathon Petroleum Corp

Energy
699
+ 19.4%
$131.65 - $174.84 $92K - $122K
4.3K $600M
AVIV
American Centy ETF Tr Avantis
16.5K
+ 8.27%
$51.24 - $55.81 $844K - $919K
216K $11.2B
TFC
Truist Financial Corp

Financial Services
83
+ 1.75%
$41.51 - $48.1 $3.45K - $3.99K
4.83K $209M
DFAS
Dimensional ETF Tr U S Small C

ETFs
8
+ 0.1%
$63.58 - $71.15 $509 - $569
8.05K $524M
DFSV
Dimensional ETF Tr Dimensional

ETFs
75
+ 0.96%
$30.18 - $33.87 $2.26K - $2.54K
7.89K $243M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
187
+ 1.37%
$49.79 - $51.14 $9.31K - $9.56K
13.9K $696M
LOB
Live Oak Bancshares, Inc.

Financial Services
940
+ 17.49%
$38.65 - $50.22 $36.3K - $47.2K
6.31K $250M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
168
+ 1.08%
$77.02 - $78.58 $12.9K - $13.2K
15.7K $1.21B
AVES
American Centy ETF Tr Avantis

ETFs
14.5K
+ 12.68%
$46.2 - $53.09 $669K - $769K
129K $5.95B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
16
+ 0.39%
$89.9 - $100.66 $1.44K - $1.61K
4.08K $369M
JNJ
Johnson & Johnson

Healthcare
258
+ 8.4%
$143.34 - $165.86 $37K - $42.8K
3.33K $481M
LDOS
Leidos Holdings, Inc.

Technology
32
+ 1.88%
$143.17 - $201.39 $4.58K - $6.44K
1.73K $249M
DFAI
Dimensional ETF Tr

ETFs
28.2K
+ 8.53%
$29.0 - $31.6 $817K - $890K
358K $10.5B
VNQ
Vanguard Specialized Funds Van

ETFs
139
+ 1.56%
$87.85 - $98.6 $12.2K - $13.7K
9.03K $804M
DISV
Dimensional ETF Tr Dimensional

ETFs
117
+ 0.39%
$26.18 - $28.77 $3.06K - $3.37K
29.9K $794M
MSFT
Microsoft Corp

Technology
546
+ 1.36%
$406.35 - $454.46 $222K - $248K
40.6K $17.1B
IDEV
Ishares Core Msci Intl Develop

ETFs
13K
+ 8.56%
$64.18 - $70.42 $831K - $912K
164K $10.6B
DFIV
Dimensional ETF Tr

ETFs
980
+ 1.43%
$34.86 - $37.97 $34.2K - $37.2K
69.7K $2.47B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21
+ 0.03%
$44.04 - $49.49 $925 - $1.04K
66.7K $2.94B
AVRE
American Centy ETF Tr Avantis
16.1K
+ 8.4%
$41.03 - $46.91 $662K - $757K
208K $8.74B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
17
+ 0.06%
$114.08 - $125.68 $1.94K - $2.14K
30.4K $3.48B
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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