Hart & Patterson Financial Group LLC Purchases in Q3 2024

Hart & Patterson Financial Group LLC

  • $211 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
86.6K
New
$76.38 - $78.87 $6.61M - $6.83M
86.6K $6.81B
Simplify Exchange Traded Fun
65.6K
New
N/A
65.6K $3.37B
IEMG
Ishares Inc

ETFs
17.4K
+ 142.62%
$53.64 - $53.64 $935K - $935K
29.7K $1.7B
IDEV
Ishares Core Msci Intl Develop

ETFs
10.5K
+ 52.84%
$63.46 - $71.43 $663K - $747K
30.2K $2.14B
MUB
Ishares National Muni Bond ETF

ETFs
5.21K
+ 17.83%
$106.13 - $108.7 $553K - $566K
34.4K $3.74B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.03K
New
$83.76 - $91.82 $422K - $462K
5.03K $460M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.6K
New
$51.02 - $52.74 $439K - $454K
8.6K $453M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.16K
+ 2.16%
$75.63 - $84.89 $87.5K - $98.2K
54.6K $4.6B
VTV
Vanguard Value ETF

ETFs
903
+ 6.18%
$159.75 - $174.57 $144K - $158K
15.5K $2.71B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.77K
+ 8.78%
$32.04 - $37.11 $121K - $140K
46.7K $1.7B
VUG
Vanguard Growth ETF

ETFs
221
+ 2.25%
$341.08 - $391.94 $75.4K - $86.6K
10.1K $3.86B
LLY
Eli Lilly & CO

Healthcare
123
+ 18.11%
$772.14 - $960.02 $95K - $118K
802 $711M
SUB
Ishares Short Term National Mu

ETFs
818
+ 32.67%
$104.3 - $106.3 $85.3K - $87K
3.32K $353M
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.56%
$333.64 - $405.2 $2K - $2.43K
1.08K $439M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
1.26K
+ 0.48%
$19.01 - $20.7 $24K - $26.1K
264K $5.39B
SCHO
Schwab Short Term Us Treasury

ETFs
374
+ 1.38%
$47.93 - $49.06 $17.9K - $18.3K
27.5K $1.34B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 3.41%
$405.19 - $478.57 $8.1K - $9.57K
606 $279M
META
Meta Platforms, Inc.

Communication Services
12
+ 2.84%
$453.41 - $572.44 $5.44K - $6.87K
435 $249M
NVDA
Nvidia Corp

Technology
216
+ 6.39%
$98.91 - $134.91 $21.4K - $29.1K
3.6K $437M
XOM
Exxon Mobil Corp

Energy
16
+ 0.29%
$109.72 - $119.0 $1.76K - $1.9K
5.46K $640M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
101
+ 2.14%
$50.25 - $50.74 $5.08K - $5.12K
4.83K $245M
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 3.52%
$161.02 - $200.0 $8.05K - $10K
1.47K $274M
MSFT
Microsoft Corp

Technology
66
+ 1.74%
$395.15 - $467.56 $26.1K - $30.9K
3.87K $1.66B
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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