Great Waters Wealth Management New Holdings in Q3 2024

Great Waters Wealth Management

  • $742 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
604
New
$316.8 - $391.12 $191K - $236K
604 $236M
TT
Trane Technologies PLC

Industrials
575
New
$314.21 - $388.71 $181K - $224K
575 $224M
IBM
International Business Machines Corp

Technology
983
New
$175.1 - $223.38 $172K - $220K
983 $217M
LNT
Alliant Energy Corp

Utilities
3.45K
New
$50.74 - $60.74 $175K - $209K
3.45K $209M
MA
Mastercard Inc

Financial Services
412
New
$429.6 - $500.99 $177K - $206K
412 $203M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.98K
New
$61.11 - $67.85 $182K - $202K
2.98K $202M
NEE
Nextera Energy Inc

Utilities
2.37K
New
$69.9 - $84.97 $166K - $201K
2.37K $200M
Activity Summary
Buys All Purchases 45 New Holdings 7 Increased Positions 38 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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