test

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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DYNFBlackrock Etf Trust
Recent Activity
Increased 63.45%
0.38%
$10.737M
209,504 shares@ $51.26 avg price
BILSpdr Ser Tr
Recent Activity
Increased 46.12%
0.37%
$10.707M
117,102 shares@ $91.44 avg price
JPMJpmorgan Chase & Co
Recent Activity
Increased 29.38%
0.37%
$10.669M
44,508 shares@ $239.72 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 40.09%
0.36%
$10.176M
42,029 shares@ $242.14 avg price
WMTWalmart Inc
Recent Activity
Increased 18.9%
0.35%
$10.118M
111,987 shares@ $90.35 avg price
LMBSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -4.01%
0.35%
$10.059M
206,671 shares@ $48.68 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 89.34%
0.34%
$9.712M
193,660 shares@ $50.15 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Decreased -48.64%
0.33%
$9.507M
163,917 shares@ $58.0 avg price
IUSGIshares Tr
Recent Activity
Increased 476.39%
0.33%
$9.48M
68,031 shares@ $139.35 avg price
FIWFirst Tr Exchange-traded Fd
Recent Activity
Increased 28.23%
0.33%
$9.446M
92,560 shares@ $102.05 avg price