Great Valley Advisor Group, Inc. Purchases in Q3 2025

Great Valley Advisor Group, Inc.

  • $4.47 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAR
Dimensional ETF Tr Dimensional

ETFs
457
+ 2.92%
$22.9 - $24.1 $10.5K - $11K
16.1K $384K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
713
+ 7.14%
N/A
10.7K $254K
MTB
M&T Bank Corp

Financial Services
17
+ 0.5%
$183.74 - $204.05 $3.12K - $3.47K
3.4K $672K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
407
+ 2.25%
$13.77 - $14.45 $5.6K - $5.88K
18.5K $267K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2
+ 0.06%
$134.42 - $141.26 $269 - $283
3.39K $478K
FLMI
Franklin Dynamic Municipal Bon

ETFs
215
+ 1.16%
$23.96 - $24.81 $5.15K - $5.33K
18.8K $464K
FNK
First Trust Mid Cap Value Alph

ETFs
1
+ 0.03%
$51.66 - $56.58 $51.7 - $56.6
3.99K $220K
SLB
Schlumberger Limited

Energy
175
+ 1.38%
$32.37 - $37.31 $5.66K - $6.53K
12.9K $441K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
2.98K
+ 28.31%
$4.23 - $4.4 $12.6K - $13.1K
13.5K $58K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
446
+ 4.24%
$21.77 - $22.57 $9.71K - $10.1K
11K $245K
IYJ
Ishares Tr

ETFs
5
+ 0.19%
$142.42 - $148.18 $712 - $741
2.68K $391K
UYG
Proshares Ultra Financials

ETFs
8
+ 0.29%
$91.13 - $100.36 $729 - $803
2.76K $273K
GDDY
Go Daddy Inc.

Technology
466
+ 38.42%
$133.35 - $178.59 $62.1K - $83.2K
1.68K $229K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
56
+ 0.75%
$45.07 - $47.56 $2.52K - $2.66K
7.55K $347K
PRI
Primerica, Inc.

Financial Services
6
+ 0.4%
$255.46 - $285.58 $1.53K - $1.71K
1.52K $421K
SNSR
Global X Fds Internet Of Thing

ETFs
1
+ 0.02%
$36.13 - $39.89 $36.1 - $39.9
5.6K $218K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
256
+ 1.23%
$25.09 - $25.19 $6.42K - $6.45K
21.1K $532K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
82
+ 0.51%
$50.85 - $51.35 $4.17K - $4.21K
16.3K $836K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
40
+ 1.44%
$92.14 - $93.55 $3.69K - $3.74K
2.82K $263K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
26
+ 0.44%
$72.01 - $74.44 $1.87K - $1.94K
5.88K $431K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.04%
$107.66 - $112.36 $108 - $112
2.53K $282K
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
24
+ 1.15%
$116.43 - $123.68 $2.79K - $2.97K
2.11K $260K
ADSK
Autodesk, Inc.

Technology
15
+ 0.45%
N/A
3.34K $820K
Coreweave Inc
6.67K
New
N/A
6.67K $0
Upexi Inc
10.7K
New
N/A
10.7K $0
TAFI
Ab Active Etfs Inc Tax Aware S
6.2K
+ 29.08%
N/A
27.5K $0
CGSD
Capital Grp Core Plus Income E
817
+ 0.25%
N/A
329K $0
CGMU
Capital Group Core Plus Income
285K
+ 30.08%
N/A
1.23M $0
JPHY
Jp Morgan High Yield Research

ETFs
1.29K
+ 15.64%
N/A
9.54K $0
Capital Grp Fixed Incm ETF T
5.3K
+ 6.89%
N/A
82.2K $0
Wisdomtree Tr
2.21K
+ 12.43%
N/A
20K $0
Cava Group Inc
2.5K
+ 7.76%
N/A
34.7K $0
J P Morgan Exchange Traded F
2.1K
+ 1.63%
N/A
131K $0
Celestica Inc
711
+ 34.22%
N/A
2.79K $0
FDV
Federated Hermes ETF Tr U S St
66.9K
+ 4.38%
N/A
1.59M $0
Pgim ETF Tr
8.42K
+ 40.16%
N/A
29.4K $0
CGMS
Capital Grp Core Plus Income E
505K
+ 23.49%
N/A
2.66M $0
Paramount Skydance Corp
12.8K
New
N/A
12.8K $0
Ab Active Etfs Inc
13.6K
+ 5.5%
N/A
260K $0
Capital Group New Geography
3.11K
+ 32.16%
N/A
12.8K $0
Maplebear Inc
24
+ 0.26%
N/A
9.38K $0
J P Morgan Exchange Traded F
14K
New
N/A
14K $0
Nebius Group N.V.
3.28K
New
N/A
3.28K $0
Wisdomtree Bitcoin Fd
945
+ 24.93%
N/A
4.74K $0
Victory Portfolios Ii
95.8K
+ 6.67%
N/A
1.53M $0
Goldman Sachs ETF Tr
1.62K
+ 12.11%
N/A
15K $0
American Healthcare Reit Inc
16
+ 0.18%
N/A
8.87K $0
Linde PLC
25
+ 0.59%
N/A
4.24K $0
IDVO
Amplify ETF Tr Intl Enhanced D
13.1K
+ 1.84%
N/A
721K $0
Activity Summary
Buys All Purchases 525 New Holdings 68 Increased Positions 457 Sells All Sells 360 Reductions 360 Sold out 0 Options Calls 0 Puts 0
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