Amanda Ross
@Ameritas Advisory Services, Llc
Latest period2024 - Q4ReportedManaged Assets$2.897BTotal holdings872
Assets growth rate25.02%Assets growth rate (2-Q avg)6.2%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Ameritas Advisory Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 872 positions.
Assets under management
The assets under management (AUM) of Ameritas Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.897B in assets, with a quarterly growth rate of 25.02% and a 2-quarter average growth rate of 6.2%. The portfolio is managed by Amanda Ross, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
FLDRFidelity Merrimack Str Tr
| 0.02% | $577,616 11,569 shares@ $49.93 avg price | New Position |
OKTAOkta Inc
| 0.02% | $553,176 7,020 shares@ $78.8 avg price | New Position |
CLOIVaneck Etf Trust
| 0.02% | $536,776 10,172 shares@ $52.77 avg price | New Position |
SRESempra
| 0.02% | $533,873 6,086 shares@ $87.73 avg price | New Position |
CPAYCorpay Inc
| 0.02% | $533,012 1,575 shares@ $338.43 avg price | New Position |
CRSCarpenter Technology Corp
| 0.02% | $510,657 3,009 shares@ $169.71 avg price | New Position |
VONVVanguard Scottsdale Fds
| 0.02% | $510,332 6,281 shares@ $81.26 avg price | New Position |
EQIXEquinix Inc
| 0.02% | $504,804 535 shares@ $943.56 avg price | New Position |
FLQMFranklin Templeton Etf Tr
| 0.02% | $493,487 9,086 shares@ $54.32 avg price | New Position |
LDSFFirst Tr Exchng Traded Fd Vi
| 0.02% | $479,548 25,549 shares@ $18.77 avg price | New Position |