Coordinated Financial Services, Inc. Purchases in Q4 2024

Coordinated Financial Services, Inc.

  • $128 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
37.9K
New
$19.42 - $19.76 $735K - $748K
37.9K $737M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.2K
New
$71.75 - $75.11 $734K - $768K
10.2K $736M
BX
Blackstone Inc.

Financial Services
4.26K
New
$148.45 - $199.05 $633K - $849K
4.26K $735M
JPM
Jpmorgan Chase & CO

Financial Services
2.98K
New
$205.18 - $250.29 $611K - $745K
2.98K $714M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.89K
New
$66.77 - $71.52 $660K - $707K
9.89K $682M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.16K
New
$91.94 - $100.02 $659K - $717K
7.16K $663M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.9K
New
$91.29 - $91.8 $630K - $633K
6.9K $631M
SYK
Stryker Corp

Healthcare
1.75K
New
$345.14 - $392.15 $603K - $685K
1.75K $629M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33.8K
New
$18.41 - $40.87 $621K - $1.38M
33.8K $625M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.18K
New
$264.18 - $304.19 $576K - $664K
2.18K $611M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.2K
New
$45.07 - $47.1 $597K - $623K
13.2K $598M
SMOT
Vaneck ETF Tr Morningstar Smid
16.6K
New
N/A
16.6K $571M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
10.9K
New
$51.09 - $55.27 $559K - $604K
10.9K $559M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.88K
New
$56.06 - $61.35 $554K - $606K
9.88K $558M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
22.8K
New
$24.31 - $49.53 $554K - $1.13M
22.8K $555M
GOOGL
Alphabet Inc.

Communication Services
2.92K
New
$161.86 - $196.66 $472K - $574K
2.92K $552M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.05K
New
$77.86 - $79.27 $549K - $559K
7.05K $550M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.93K
New
$170.03 - $192.78 $499K - $565K
2.93K $542M
BSCU
Invesco Exc Self Ind Tr

ETFs
32.8K
New
$16.32 - $16.99 $536K - $558K
32.8K $538M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.32K
New
$370.24 - $418.94 $487K - $551K
1.32K $528M
RTX
Raytheon Technologies Corp

Industrials
4.53K
New
$114.45 - $127.21 $518K - $576K
4.53K $524M
VUG
Vanguard Growth ETF

ETFs
1.27K
New
$378.79 - $428.11 $482K - $545K
1.27K $522M
XOM
Exxon Mobil Corp

Energy
4.67K
New
$105.51 - $125.37 $492K - $585K
4.67K $502M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
24.8K
New
$20.08 - $20.61 $498K - $511K
24.8K $499M
VTV
Vanguard Value ETF

ETFs
2.94K
New
$168.32 - $181.87 $495K - $535K
2.94K $498M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14.4K
New
$34.13 - $37.35 $491K - $538K
14.4K $491M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.29K
New
$77.02 - $78.58 $484K - $494K
6.29K $486M
BSCV
Invesco ETF Self Indexed Fd Tr
29.8K
New
$16.02 - $16.72 $477K - $498K
29.8K $478M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
17K
New
$27.8 - $29.05 $472K - $494K
17K $474M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.4K
New
$50.37 - $50.6 $473K - $476K
9.4K $473M
APO
Apollo Global Management, Inc.

Financial Services
2.86K
New
$131.36 - $178.61 $376K - $511K
2.86K $473M
SPYG
Spdr Portfolio

ETFs
4.98K
New
$81.74 - $91.38 $407K - $455K
4.98K $438M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.96K
New
$107.41 - $115.71 $425K - $458K
3.96K $436M
LQDW
Ishares Tr Invt Grade Corporat
15.8K
New
N/A
15.8K $415M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.2K
New
$55.86 - $60.21 $402K - $434K
7.2K $412M
IVE
Ishares S&P 500 Value ETF

ETFs
2.13K
New
$189.5 - $206.17 $404K - $440K
2.13K $407M
XLF
Financial Sector Spdr

ETFs
8.36K
New
$44.89 - $51.34 $375K - $429K
8.36K $404M
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.9K
New
$37.12 - $41.23 $403K - $448K
10.9K $403M
XLK
Technology Sector Spdr

ETFs
1.71K
New
$220.26 - $241.44 $376K - $412K
1.71K $396M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.2K
New
$25.93 - $105.3 $369K - $1.5M
14.2K $396M
PLD
Prologis, Inc.

Real Estate
3.7K
New
$101.4 - $126.96 $375K - $470K
3.7K $391M
SOFI
So Fi Technologies, Inc.

Financial Services
25.1K
New
$7.63 - $16.88 $192K - $424K
25.1K $387M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.35K
New
$87.1 - $98.49 $379K - $428K
4.35K $380M
SCHO
Schwab Short Term Us Treasury

ETFs
15.2K
New
$24.06 - $48.88 $365K - $742K
15.2K $365M
ITA
Ishares Tr

ETFs
2.51K
New
$144.31 - $157.31 $362K - $395K
2.51K $365M
HON
Honeywell International Inc

Industrials
1.6K
New
$202.84 - $236.0 $324K - $377K
1.6K $361M
XLE
Energy Sector Spdr

ETFs
4.17K
New
$83.32 - $97.27 $348K - $406K
4.17K $357M
CVX
Chevron Corp

Energy
2.38K
New
$141.15 - $162.53 $335K - $386K
2.38K $344M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.78K
New
$44.04 - $49.49 $342K - $385K
7.78K $342M
Activity Summary
Buys All Purchases 135 New Holdings 135 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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