Estate Counselors, LLC Purchases in Q4 2024

Estate Counselors, LLC

  • $362 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
113K
New
$116.67 - $136.78 $13.2M - $15.4M
113K $13.7M
VHT
Vanguard Health Care ETF

ETFs
53K
New
$250.81 - $283.3 $13.3M - $15M
53K $13.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
73.1K
New
$90.66 - $99.46 $6.63M - $7.27M
73.1K $6.65M
VOE
Vanguard Mid Cap Value Index F

ETFs
37K
+ 1956.46%
$160.89 - $176.18 $5.95M - $6.51M
38.9K $6.29M
IWM
Ishares Russell 2000 ETF

ETFs
21.2K
+ 297.96%
$216.13 - $242.4 $4.58M - $5.14M
28.3K $6.26M
AMP
Ameriprise Financial Inc

Financial Services
6.71K
New
$473.15 - $574.01 $3.17M - $3.85M
6.71K $3.57M
JBL
Jabil Inc

Technology
24.7K
New
$118.97 - $147.77 $2.94M - $3.65M
24.7K $3.56M
UI
Ubiquiti Inc.

Technology
10.7K
New
$223.6 - $362.72 $2.39M - $3.88M
10.7K $3.55M
DOCU
Docusign, Inc.

Technology
37.1K
New
$61.42 - $106.99 $2.28M - $3.97M
37.1K $3.34M
GDDY
Go Daddy Inc.

Technology
15.8K
New
$153.16 - $209.03 $2.41M - $3.3M
15.8K $3.11M
FICO
Fair Isaac Corp

Technology
1.32K
New
$1911.01 - $2382.4 $2.52M - $3.14M
1.32K $2.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.2K
+ 103.17%
$113.92 - $127.38 $2.41M - $2.7M
41.7K $4.8M
ACI
Albertsons Companies, Inc.

Consumer Defensive
112K
+ 159.07%
$18.01 - $19.92 $2.01M - $2.22M
182K $3.57M
VFH
Vanguard Financial ETF

ETFs
510
+ 0.31%
$108.87 - $126.2 $55.5K - $64.4K
163K $19.2M
UTHR
United Therapeutics Corp

Healthcare
3.8K
New
$348.66 - $410.0 $1.32M - $1.56M
3.8K $1.34M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.18K
+ 293.98%
$316.94 - $357.88 $1.01M - $1.14M
4.26K $1.46M
VUG
Vanguard Growth ETF

ETFs
443
+ 2.37%
$378.79 - $428.11 $168K - $190K
19.1K $7.85M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.39K
New
$264.18 - $304.19 $631K - $727K
2.39K $669K
XLC
Select Sector Spdr Tr Communic

ETFs
372
+ 0.38%
$89.66 - $102.16 $33.4K - $38K
98.9K $9.58M
XLP
Consumer Staples Sector Spdr

ETFs
8.68K
+ 5.04%
N/A
181K $13.7M
XLF
Financial Sector Spdr

ETFs
4.28K
+ 3.78%
$44.89 - $51.34 $192K - $220K
117K $5.67M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.22K
New
$116.4 - $138.52 $491K - $585K
4.22K $534K
VB
Vanguard Small Cap ETF

ETFs
1.85K
+ 144.53%
$233.76 - $261.58 $432K - $484K
3.13K $752K
XLK
Technology Sector Spdr

ETFs
413
+ 1.09%
$220.26 - $241.44 $91K - $99.7K
38.2K $8.89M
BNDX
Vanguard Total International B

ETFs
6.87K
New
$48.91 - $50.61 $336K - $347K
6.87K $336K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.04K
+ 11.65%
$61.68 - $67.87 $311K - $342K
48.3K $3.01M
NUSC
Nuveen Esg Small Cap ETF

ETFs
6.27K
New
$41.74 - $46.2 $262K - $289K
6.27K $262K
XLV
Select Sector Spdr Fund Health

ETFs
1.77K
New
$136.28 - $154.74 $241K - $274K
1.77K $243K
XLE
Energy Sector Spdr

ETFs
2.65K
New
$83.32 - $97.27 $221K - $258K
2.65K $226K
VTI
Vanguard Total Stock Market Et

ETFs
549
+ 6.73%
$280.04 - $302.45 $154K - $166K
8.71K $2.52M
CWB
Spdr Bloomberg Convertible Sec

ETFs
892
+ 0.81%
$76.21 - $82.24 $68K - $73.4K
111K $8.61M
HYG
Ishares Tr

ETFs
2.31K
+ 46.7%
$78.09 - $80.04 $180K - $185K
7.26K $570K
IWV
Ishares Russell 3000 ETF

ETFs
180
+ 3.03%
$323.08 - $349.08 $58.2K - $62.8K
6.12K $2.04M
ETF Ser Solutions
119K
+ 1.14%
N/A
10.5M $0
Ishares Tr
21
+ 0.03%
N/A
62.2K $0
Ishares Tr
54
+ 0.03%
N/A
155K $0
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.63K
+ 1.09%
$24.19 - $24.63 $87.7K - $89.3K
336K $8.13M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
118
+ 0.19%
$22.71 - $23.47 $2.68K - $2.77K
61.4K $1.4M
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.16K
+ 1.39%
$94.77 - $97.36 $110K - $113K
84.3K $8.05M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
59
+ 0.03%
$21.25 - $22.07 $1.25K - $1.3K
174K $3.71M
EMB
Ishares Tr

ETFs
1.2K
+ 1.37%
$88.94 - $93.46 $107K - $112K
88.9K $7.91M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
675
+ 0.99%
$70.1 - $76.53 $47.3K - $51.7K
68.6K $4.85M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.1K
+ 0.59%
$58.88 - $64.8 $182K - $201K
526K $31M
Activity Summary
Buys All Purchases 44 New Holdings 17 Increased Positions 27 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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