Financial Counselors Inc Purchases in Q4 2024

Financial Counselors Inc

  • $6.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
99
+ 0.22%
$9.95 - $12.23 $985 - $1.21K
44.3K $519K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.52K
+ 19.29%
$19.38 - $19.58 $68.3K - $69K
21.8K $423K
SCHX
Schwab Strategic Tr Us Large C

ETFs
88.9K
+ 198.86%
$22.4 - $68.28 $1.99M - $6.07M
134K $3.1M
YUM
Yum Brands Inc

Consumer Cyclical
597
+ 13.69%
$130.36 - $139.54 $77.8K - $83.3K
4.96K $665K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.85K
+ 2.72%
$33.7 - $37.69 $62.4K - $69.8K
69.9K $2.4M
WEC
Wec Energy Group, Inc.

Utilities
622
+ 29.58%
$92.94 - $101.82 $57.8K - $63.3K
2.73K $256K
RSP
Invesco S&P 500 Equal Weight E

ETFs
502
+ 5.69%
$174.22 - $187.62 $87.5K - $94.2K
9.32K $1.63M
FDX
Fedex Corp

Industrials
71
+ 1.87%
$260.5 - $305.15 $18.5K - $21.7K
3.87K $1.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
863
+ 4.69%
$81.68 - $82.93 $70.5K - $71.6K
19.3K $1.58M
O
Realty Income Corp

Real Estate
1.66K
+ 41.34%
$51.76 - $64.71 $85.9K - $107K
5.67K $302K
EW
Edwards Lifesciences Corp

Healthcare
98
+ 2.19%
$64.54 - $75.92 $6.32K - $7.44K
4.57K $338K
BK
Bank Of New York Mellon Corp

Financial Services
184
+ 4.51%
$70.82 - $81.87 $13K - $15.1K
4.26K $327K
SLF
Sun Life Financial Inc

Financial Services
325
+ 4.15%
$55.43 - $62.69 $18K - $20.4K
8.15K $483K
URI
United Rentals, Inc.

Industrials
902
+ 15.67%
$704.44 - $880.32 $635K - $794K
6.66K $4.69M
MO
Altria Group, Inc.

Consumer Defensive
87
+ 0.44%
$49.06 - $57.74 $4.27K - $5.02K
19.9K $1.04M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
1.67K
+ 3.83%
$24.19 - $24.63 $40.5K - $41.2K
45.4K $1.1M
SONY
Sony Group Corp

Technology
8.68K
+ 413.67%
$17.53 - $96.8 $152K - $841K
10.8K $228K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1K
+ 5.19%
$40.38 - $44.35 $40.5K - $44.5K
20.3K $832K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
4.44K
+ 9.45%
$20.04 - $22.53 $89K - $100K
51.4K $1.04M
SUB
Ishares Short Term National Mu

ETFs
250
+ 8.06%
$104.94 - $106.2 $26.2K - $26.6K
3.35K $353K
CNI
Canadian National Railway CO

Industrials
501
+ 27.83%
$100.62 - $117.12 $50.4K - $58.7K
2.3K $233K
SHEL
Shell PLC

Energy
1.56K
+ 6.77%
$60.63 - $70.23 $94.8K - $110K
24.7K $1.55M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
76
+ 5.63%
$201.32 - $217.44 $15.3K - $16.5K
1.43K $295K
TMUS
T Mobile Us, Inc.

Communication Services
12
+ 1.05%
$206.1 - $246.94 $2.47K - $2.96K
1.16K $255K
ZTO
Zto Express (Cayman) Inc.

Industrials
3.78K
+ 35.27%
$18.49 - $26.99 $69.9K - $102K
14.5K $283K
KRE
Spdr S&P Regional Banking ETF

ETFs
75
+ 2.05%
$54.6 - $68.9 $4.1K - $5.17K
3.73K $224K
VONG
Vanguard Russell 1000 Growth E

ETFs
14
+ 0.61%
$95.27 - $107.82 $1.33K - $1.51K
2.29K $236K
AFL
Aflac Inc

Financial Services
642
+ 10.44%
$100.37 - $115.27 $64.4K - $74K
6.79K $702K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
227
+ 4.25%
$65.67 - $69.79 $14.9K - $15.8K
5.57K $373K
FISV
Fiserv Inc

Technology
113
+ 4.06%
N/A
2.9K $362K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
330
+ 5.12%
$88.59 - $94.57 $29.2K - $31.2K
6.78K $601K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.63K
+ 4.9%
$96.64 - $101.23 $158K - $165K
35K $3.39M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
298
+ 5.39%
$89.9 - $100.66 $26.8K - $30K
5.83K $526K
IAU
Ishares Gold Trust

ETFs
808
+ 0.52%
$48.37 - $52.65 $39.1K - $42.5K
155K $7.69M
AER
Aer Cap Holdings N.V.

Industrials
47
+ 0.81%
$91.85 - $100.3 $4.32K - $4.71K
5.85K $559K
XLE
Energy Sector Spdr

ETFs
694
+ 2.86%
$83.32 - $97.27 $57.8K - $67.5K
25K $2.14M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.26K
+ 11.35%
$75.65 - $83.47 $95.4K - $105K
12.4K $941K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3
+ 0.13%
$417.69 - $450.94 $1.25K - $1.35K
2.27K $965K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
3.1K
+ 17.78%
$13.09 - $17.44 $40.5K - $54K
20.5K $276K
LQD
Ishares Iboxx $ Investment Gra

ETFs
241
+ 6.52%
$106.56 - $113.11 $25.7K - $27.3K
3.94K $420K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.07K
+ 1.52%
$113.92 - $127.38 $464K - $518K
272K $31.3M
ABT
Abbott Laboratories

Healthcare
432
+ 0.83%
$111.93 - $119.39 $48.4K - $51.6K
52.3K $5.92M
Natwest Group PLC
210
+ 0.54%
N/A
39.3K $0
Ge Vernova Inc
7
+ 0.09%
N/A
7.99K $0
Linde PLC
122
+ 4.32%
N/A
2.95K $0
Fidelity Covington Trust
8.22K
New
N/A
8.22K $0
Lam Research Corp
112K
New
N/A
112K $0
CRH.L
Crh PLC

Basic Materials
35
+ 0.51%
N/A
6.96K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
8.69K
New
N/A
8.69K $0
Activity Summary
Buys All Purchases 221 New Holdings 27 Increased Positions 194 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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