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
PFF
Ishares Trust Ishares Pfd And

ETFs
10.6K
New
$31.23 - $33.51 $330K - $354K
10.6K $332M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
16K
New
N/A
16K $321M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.1K
New
$44.33 - $49.55 $315K - $352K
7.1K $319M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
560
New
$563.99 - $620.12 $316K - $347K
560 $319M
Ishares Bitcoin Trust ETF
6.01K
New
N/A
6.01K $319M
UPS
United Parcel Service Inc

Industrials
2.52K
New
$122.65 - $138.35 $309K - $349K
2.52K $318M
ORCL
Oracle Corp

Technology
1.91K
New
$165.41 - $192.43 $315K - $367K
1.91K $317M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
16.9K
New
$18.28 - $18.87 $308K - $318K
16.9K $309M
CRM
Salesforce, Inc.

Technology
900
New
$270.87 - $367.87 $244K - $331K
900 $301M
LMT
Lockheed Martin Corp

Industrials
611
New
$479.66 - $614.62 $293K - $376K
611 $297M
VEA
Vanguard Ftse Developed Market

ETFs
6.18K
New
$47.57 - $52.44 $294K - $324K
6.18K $296M
Kenvue Inc
13.8K
New
N/A
13.8K $295M
TJX
Tjx Companies Inc

Consumer Cyclical
2.43K
New
$112.15 - $127.2 $272K - $309K
2.43K $293M
GS
Goldman Sachs Group Inc

Financial Services
509
New
$486.1 - $608.57 $247K - $310K
509 $291M
SCHW
Schwab Charles Corp

Financial Services
3.84K
New
$63.31 - $82.85 $243K - $318K
3.84K $284M
KR
Kroger CO

Consumer Defensive
4.61K
New
$55.21 - $63.3 $254K - $291K
4.61K $282M
SUB
Ishares Short Term National Mu

ETFs
2.63K
New
$104.94 - $106.2 $276K - $280K
2.63K $278M
XLC
Select Sector Spdr Tr Communic

ETFs
2.79K
New
$89.66 - $102.16 $250K - $285K
2.79K $270M
VFH
Vanguard Financial ETF

ETFs
2.17K
New
$108.87 - $126.2 $236K - $274K
2.17K $256M
GOOG
Alphabet Inc.

Communication Services
1.32K
New
$163.08 - $198.16 $216K - $262K
1.32K $252M
SLV
I Shares Silver Trust

ETFs
9.5K
New
$26.33 - $31.74 $250K - $302K
9.5K $250M
Invesco Exch Trd Slf Idx Fd
12K
New
N/A
12K $246M
CAT
Caterpillar Inc

Industrials
645
New
$360.37 - $416.88 $232K - $269K
645 $234M
VCR
Vanguard Consumer Discretionar

ETFs
607
New
$328.51 - $401.37 $199K - $244K
607 $228M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.82K
New
$57.29 - $63.1 $219K - $241K
3.82K $219M
DELL
Dell Technologies Inc.

Technology
1.9K
New
$111.96 - $144.21 $213K - $274K
1.9K $219M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.33K
New
$64.85 - $73.04 $216K - $244K
3.33K $218M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.41K
New
$28.48 - $29.56 $211K - $219K
7.41K $217M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.97K
New
$43.02 - $47.32 $214K - $235K
4.97K $215M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.29K
New
$25.33 - $51.16 $210K - $424K
8.29K $214M
LLY
Eli Lilly & CO

Healthcare
275
New
$727.2 - $932.06 $200K - $256K
275 $212M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.07K
New
$94.43 - $105.47 $196K - $218K
2.07K $210M
PFE
Pfizer Inc

Healthcare
7.79K
New
$24.8 - $30.19 $193K - $235K
7.79K $207M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
11.2K
New
$11.42 - $12.5 $128K - $140K
11.2K $129M
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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