Financial Advisory Service, Inc. Sells in Q4 2024

Financial Advisory Service, Inc.

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-31
- 11.7%
$100.18 - $109.1 $3.11K - $3.38K
234 $24K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-10
- 0.55%
$32.65 - $33.68 $327 - $337
1.8K $58K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-21
- 2.51%
$118.0 - $127.04 $2.48K - $2.67K
814 $98K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-3
- 0.81%
$26.55 - $27.32 $79.7 - $82
369 $9K
CLX
Clorox CO

Consumer Defensive
-2
- 0.14%
$156.51 - $169.74 $313 - $339
1.41K $229K
VO
Vanguard Mid Cap ETF

ETFs
-6
- 0.21%
$261.5 - $284.63 $1.57K - $1.71K
2.81K $742K
American Centy ETF Tr
-9.86K
- 4.49%
N/A
209K $0
ILCG
Ishares Morningstar Growth ETF
-53.6K
- 8.29%
N/A
592K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-125
- 1.81%
N/A
6.77K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-17.7K
- 79.79%
N/A
4.48K $0
Oaktree Specialty Lending CO
-3.33K
- 11.0%
N/A
27K $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-32
- 1.07%
$278.19 - $315.36 $8.9K - $10.1K
2.96K $851K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-13
- 0.91%
$311.11 - $335.64 $4.04K - $4.36K
1.42K $458K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-914
- 2.14%
$124.26 - $134.12 $114K - $123K
41.7K $5.37M
ARCC
Ares Capital Corp

Financial Services
-263
- 1.38%
$20.74 - $22.27 $5.45K - $5.86K
18.8K $411K
TMUS
T Mobile Us, Inc.

Communication Services
-4
- 0.4%
$206.1 - $246.94 $824 - $988
996 $219K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-3
- 0.58%
$1146.59 - $1270.6 $3.44K - $3.81K
515 $610K
SHOP
Shopify Inc.

Technology
-1.96K
- 23.02%
$78.14 - $119.49 $153K - $234K
6.55K $696K
IYW
Ishares Dj Us Tech ETF

ETFs
-207
- 3.39%
$148.14 - $166.23 $30.7K - $34.4K
5.91K $942K
UMBF
Umb Financial Corp

Financial Services
-372
- 4.83%
$101.15 - $127.6 $37.6K - $47.5K
7.32K $826K
VV
Vanguard Large Cap ETF

ETFs
-26
- 0.61%
$260.27 - $280.65 $6.77K - $7.3K
4.27K $1.15M
USB
Us Bancorp \De\

Financial Services
-108
- 0.6%
$43.98 - $53.66 $4.75K - $5.8K
17.8K $853K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-83
- 2.51%
$481.22 - $538.17 $39.9K - $44.7K
3.22K $1.65M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-3.65K
- 22.28%
$4.34 - $10.57 $15.8K - $38.6K
12.7K $110K
BMY
Bristol Myers Squibb CO

Healthcare
-6
- 0.08%
$51.92 - $59.94 $312 - $360
7.44K $420K
VUG
Vanguard Growth ETF

ETFs
-8
- 0.5%
$378.79 - $428.11 $3.03K - $3.42K
1.58K $648K
OKE
Oneok Inc

Energy
-176
- 2.87%
$92.28 - $117.05 $16.2K - $20.6K
5.96K $598K
VOT
Vanguard Mid Cap Growth Index

ETFs
-139
- 1.86%
$241.48 - $274.89 $33.6K - $38.2K
7.32K $1.86M
EMR
Emerson Electric CO

Industrials
-154
- 3.69%
$108.13 - $134.33 $16.7K - $20.7K
4.02K $498K
CSCO
Cisco Systems, Inc.

Technology
-279
- 1.74%
$52.45 - $60.02 $14.6K - $16.7K
15.8K $934K
IWP
Ishares Russell Mid Cap Growth

ETFs
-165
- 1.51%
$116.4 - $138.52 $19.2K - $22.9K
10.7K $1.36M
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 0.09%
$570.51 - $610.59 $3.99K - $4.27K
8.13K $4.78M
VBK
Vanguard Small Cap Growth ETF

ETFs
-18
- 0.2%
$264.18 - $304.19 $4.76K - $5.48K
9.13K $2.56M
SOFI
So Fi Technologies, Inc.

Financial Services
-300
- 1.86%
$7.63 - $16.88 $2.29K - $5.06K
15.8K $243K
NET
Cloudflare, Inc.

Technology
-950
- 10.72%
$78.11 - $117.56 $74.2K - $112K
7.91K $851K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-243
- 2.61%
$370.24 - $418.94 $90K - $102K
9.07K $3.64M
CRM
Salesforce, Inc.

Technology
-32
- 1.21%
$270.87 - $367.87 $8.67K - $11.8K
2.62K $874K
BX
Blackstone Inc.

Financial Services
-1.23K
- 5.69%
$148.45 - $199.05 $183K - $245K
20.4K $3.52M
GOOGL
Alphabet Inc.

Communication Services
-547
- 2.18%
$161.86 - $196.66 $88.5K - $108K
24.5K $4.64M
AVLV
American Centy ETF Tr Avantis
-1.19K
- 0.19%
$65.51 - $71.22 $78K - $84.8K
623K $41.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.34K
- 1.74%
$94.43 - $105.47 $316K - $352K
188K $19.1M
CORT
Corcept Therapeutics Inc

Healthcare
-6.54K
- 2.07%
$44.66 - $60.85 $292K - $398K
309K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-645
- 0.95%
$180.88 - $232.93 $117K - $150K
67K $14.7M
AAPL
Apple Inc.

Technology
-682
- 0.47%
$221.69 - $259.02 $151K - $177K
143K $35.8M
Activity Summary
Buys All Purchases 221 New Holdings 19 Increased Positions 202 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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