Coston, Mc Isaac & Partners Purchases in Q4 2024

Coston, Mc Isaac & Partners

  • $281 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Janus Henderson Forty T
161
+ 10.5%
N/A
1.69K $0
Janus Henderson Global Select T
83
+ 9.7%
N/A
939 $0
Blackrock Event Driven Equity Instl
236
New
N/A
236 $0
Mfs International Intrinsic Value I
219
+ 130.36%
N/A
387 $0
Blackrock Health Sciences Opps Inv A
28
+ 5.11%
N/A
576 $0
Bny Mellon S&P 500 Index
101
+ 8.92%
N/A
1.23K $0
Clearbridge Dividend Strategy I
7
+ 7.37%
N/A
102 $0
Mfs International Intrinsic Value A
76
+ 6.24%
N/A
1.29K $0
Mfs Growth I
117
+ 31.97%
N/A
483 $0
Mfs Growth A
19
+ 13.19%
N/A
163 $0
Macquarie Value Inst
831
+ 30.24%
N/A
3.58K $0
Macquarie Large Cap Growth Fund I
31
New
N/A
31 $0
Fidelity Advisor Stock Selec Mid Cp M
6
+ 2.64%
N/A
233 $0
Annaly Cap Mgmt Inc Reit
11
+ 3.57%
N/A
319 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 1.11%
$77.02 - $78.58 $77 - $78.6
91 $7K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
+ 0.19%
$47.66 - $51.97 $47.7 - $52
539 $26K
AOK
Ishares Tr Core Conservative A

ETFs
6
+ 1.37%
$37.3 - $38.64 $224 - $232
444 $16K
Ishares Bitcoin ETF
1.25K
+ 9.14%
N/A
14.9K $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15
+ 5.1%
$115.08 - $119.55 $1.73K - $1.79K
309 $35K
Fundstrat Granny Sht Us Lg Cp ETF
32
New
N/A
32 $0
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1
+ 0.62%
$42.89 - $48.05 $42.9 - $48.1
162 $7K
Fidelity Wise Origin Bitcoin Fund
453
+ 3.24%
N/A
14.4K $0
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
1
New
$5.71 - $6.89 $5.71 - $6.89
1 $0
DFSB
Dimensional ETF Tr Dimensional
48
New
N/A
48 $0
Dimensnl Ultrashrt Fixedincm ETF
30.8K
+ 52154.24%
N/A
30.8K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.84K
New
N/A
1.84K $0
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
26
New
$33.39 - $37.66 $868 - $979
26 $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2
+ 1.2%
$24.61 - $25.12 $49.2 - $50.2
169 $4K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13
New
$45.17 - $47.23 $587 - $614
13 $0
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1
+ 1.69%
$61.87 - $64.86 $61.9 - $64.9
60 $3K
Tradr 2 X Short Innovat Daily ETF
8
New
N/A
8 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
40
+ 200.0%
$25.79 - $80.4 $1.03K - $3.22K
60 $1K
FNDB
Schwab Fundamental U S Broad M

ETFs
374
+ 200.0%
$23.07 - $70.32 $8.63K - $26.3K
561 $13K
FNDX
Schwab Fundamental U S Large C

ETFs
358
+ 200.0%
$23.49 - $71.77 $8.41K - $25.7K
537 $12K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2
+ 3.08%
$26.63 - $30.23 $53.3 - $60.5
67 $1K
Proshares Short S&P 500 ETF
95
New
N/A
95 $0
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1
+ 2.56%
$46.52 - $48.32 $46.5 - $48.3
40 $1K
IGF
Ishares Global Infrastructure

ETFs
11
New
$51.2 - $55.7 $563 - $613
11 $0
IRBO
Ishares Robotics & Artificial

ETFs
21
+ 4.17%
N/A
524 $16K
Dimensional World Equityetf
184
+ 7.26%
N/A
2.72K $0
DFSU
Dimensional ETF Tr Dimen Us Su
3.52K
New
N/A
3.52K $0
VSDA
Victory Portfolios Ii Victorys

ETFs
1
+ 1.14%
$50.67 - $55.17 $50.7 - $55.2
89 $4K
Schwab Target 2030
227
+ 4.03%
N/A
5.85K $0
Schwab Target 2025
445
+ 5.64%
N/A
8.34K $0
Schwab Small Cap Index
23
+ 1.51%
N/A
1.55K $0
Schwab S&P 500 Index
208
+ 0.74%
N/A
28.4K $0
Schwab Markettrack Growth
2.77K
+ 16.7%
N/A
19.4K $0
Schwab Markettrack Conservative
45
+ 8.49%
N/A
575 $0
Schwab Markettrack Balanced
2.27K
+ 10.33%
N/A
24.2K $0
Activity Summary
Buys All Purchases 326 New Holdings 51 Increased Positions 275 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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