Rfg Advisory, LLC Purchases in Q4 2024

Rfg Advisory, LLC

  • $3.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Capital Group Core Balanced
248
+ 0.54%
N/A
46.1K $0
CARY
Angel Oak Fds Tr Income Etf(De
14.7K
+ 36.46%
N/A
55.1K $0
Te Connectivity PLC
1.47K
New
N/A
1.47K $0
Sp Funds Trust
12.7K
+ 20.2%
N/A
75.7K $0
Ea Series Trust
2.56K
+ 37.13%
N/A
9.46K $0
FTGS
First Tr Exchange Traded Fd Gr
12.6K
+ 174.69%
N/A
19.9K $0
Pimco ETF Tr
3.6K
+ 15.56%
N/A
26.7K $0
First Tr Exchange Traded Fd
711
+ 3.97%
N/A
18.6K $0
Ishares Bitcoin Trust ETF
36.8K
+ 216.17%
N/A
53.8K $0
ILCG
Ishares Morningstar Growth ETF
5.08K
+ 12.79%
N/A
44.8K $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.34K
+ 4.63%
N/A
52.7K $0
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
4.15K
+ 2.4%
N/A
177K $0
Doubleline ETF Trust
18K
New
N/A
18K $0
DIVS
Guinness Atkinson Fds Smartetf
927
+ 5.95%
N/A
16.5K $0
Innovator Etfs Trust
176
+ 1.39%
N/A
12.8K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.07K
+ 1.47%
N/A
74.3K $0
Dimensional ETF Trust
16.6K
+ 5.04%
N/A
346K $0
DFSB
Dimensional ETF Tr Dimensional
5.52K
+ 2.4%
N/A
236K $0
FDEM
Fidelity Emerging Markets Mult
13.4K
New
N/A
13.4K $0
TAFI
Ab Active Etfs Inc Tax Aware S
144
+ 0.81%
N/A
18K $0
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
28
+ 0.21%
$20.05 - $20.15 $561 - $564
13.6K $273K
SPYI
Shp ETF Tr Neos S&P 500 High I
14.2K
+ 134.83%
N/A
24.8K $0
Qiagen Nv
5.27K
New
N/A
5.27K $0
FSCO
Fs Cr Opportunities Corp Com
176
+ 0.14%
N/A
128K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
18.6K
+ 224.28%
N/A
26.9K $0
Kenvue Inc
15.2K
New
N/A
15.2K $0
Ge Vernova Inc
665
New
N/A
665 $0
VNLA
Janus Henderson Short Duration

ETFs
3
+ 0.04%
$48.82 - $49.11 $146 - $147
7.03K $343K
SUB
Ishares Short Term National Mu

ETFs
141
+ 0.58%
$104.94 - $106.2 $14.8K - $15K
24.3K $2.56M
EBND
Spdr Bloomberg Emerging Market

ETFs
2.86K
+ 8.15%
$19.53 - $21.1 $55.9K - $60.4K
38K $741K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.09%
$117.09 - $123.07 $234 - $246
2.31K $271K
QCOM
Qualcomm Inc

Technology
2.15K
+ 10.52%
$150.4 - $178.04 $323K - $382K
22.6K $3.46M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
37
+ 0.42%
$40.38 - $44.35 $1.49K - $1.64K
8.87K $362K
FLMI
Franklin Dynamic Municipal Bon

ETFs
5
+ 0.05%
$24.42 - $25.06 $122 - $125
10.1K $247K
GOLD
Barrick Gold Corp

Basic Materials
8.42K
+ 26.34%
$15.23 - $21.19 $128K - $178K
40.4K $625K
FDT
First Trust Developed Markets

ETFs
169
+ 3.03%
$53.27 - $57.72 $9K - $9.75K
5.74K $310K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
29
+ 0.64%
$108.28 - $117.54 $3.14K - $3.41K
4.59K $499K
PEG
Public Service Enterprise Group Inc

Utilities
29
+ 0.93%
$81.87 - $94.51 $2.37K - $2.74K
3.16K $267K
DKNG
Draft Kings Inc.

Consumer Cyclical
5
+ 0.08%
$35.32 - $44.84 $177 - $224
6.52K $242K
PML
Pimco Municipal Income Fund Ii

Financial Services
102
+ 0.9%
$8.02 - $9.52 $818 - $971
11.5K $92K
AOM
Ishares Tr Core Moderate Alloc

ETFs
102
+ 0.88%
$43.44 - $45.05 $4.43K - $4.6K
11.7K $506K
PEY
Invesco Exchange Traded Fd Tr

ETFs
474
+ 1.32%
$21.1 - $23.08 $10K - $10.9K
36.5K $775K
IYK
Ishares U.S. Consumer Staples

ETFs
33
+ 0.78%
$65.32 - $70.92 $2.16K - $2.34K
4.24K $278K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.1K
+ 1.08%
$29.77 - $30.19 $62.5K - $63.3K
196K $5.84M
ELD
Wisdomtree Emerging Local Debt

ETFs
122
+ 1.42%
$25.38 - $27.87 $3.1K - $3.4K
8.69K $220K
ADI
Analog Devices Inc

Technology
77
+ 3.86%
$206.35 - $236.48 $15.9K - $18.2K
2.07K $440K
SBUX
Starbucks Corp

Consumer Cyclical
472
+ 4.7%
$87.44 - $102.5 $41.3K - $48.4K
10.5K $959K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
112
+ 0.43%
$81.68 - $82.93 $9.15K - $9.29K
26.1K $2.14M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
8
+ 0.02%
$23.75 - $25.68 $190 - $205
36.9K $888K
Activity Summary
Buys All Purchases 458 New Holdings 85 Increased Positions 373 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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