Eagle Bluffs Wealth Management LLC Purchases in Q2 2024

Eagle Bluffs Wealth Management LLC

  • $172 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
63.9K
+ 914.96%
$118.11 - $1224.4 $7.55M - $78.2M
70.9K $8.76M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
88.2K
+ 6.97%
$15.47 - $16.35 $1.37M - $1.44M
1.35M $22.1M
MMM
3 M CO

Industrials
13.5K
New
$90.54 - $105.26 $1.22M - $1.42M
13.5K $1.38M
TFC
Truist Financial Corp

Financial Services
35K
New
$35.41 - $40.18 $1.24M - $1.41M
35K $1.36M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
78.6K
+ 23.59%
$14.56 - $15.52 $1.15M - $1.22M
412K $6.39M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
5.15K
+ 5.15%
$29.87 - $35.15 $154K - $181K
105K $3.66M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.04K
+ 1.69%
$55.18 - $59.2 $168K - $180K
182K $10.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11K
+ 8.12%
$55.45 - $57.39 $609K - $630K
146K $8.28M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.64K
+ 5.65%
$50.84 - $55.56 $287K - $314K
106K $5.86M
IDV
Ishares Tr

ETFs
18K
+ 4.79%
$26.94 - $30.1 $485K - $542K
394K $10.9M
DVYE
Ishares Emerging Markets Divid

ETFs
10.8K
New
$26.08 - $29.6 $281K - $319K
10.8K $292K
TSLA
Tesla, Inc.

Consumer Cyclical
337
+ 3.86%
$142.05 - $197.88 $47.9K - $66.7K
9.07K $1.8M
MSFT
Microsoft Corp

Technology
34
+ 0.38%
$389.33 - $452.85 $13.2K - $15.4K
9.04K $4.04M
GS
Goldman Sachs Group Inc

Financial Services
448
New
$389.49 - $470.41 $174K - $211K
448 $202K
GOOG
Alphabet Inc.

Communication Services
1.1K
New
$151.94 - $186.86 $167K - $206K
1.1K $201K
XSHD
Invesco ETF Tr Ii S&P Smallcap

ETFs
10.2K
New
$14.16 - $15.23 $145K - $156K
10.2K $146K
AMZN
Amazon Com Inc

Consumer Cyclical
21
+ 0.23%
$173.67 - $197.85 $3.65K - $4.15K
8.99K $1.74M
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
16K
+ 6.56%
$11.29 - $11.94 $180K - $191K
260K $2.99M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
2.94K
+ 3.95%
$41.42 - $44.51 $122K - $131K
77.3K $3.38M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.83K
+ 3.12%
$25.69 - $26.82 $98.3K - $103K
127K $3.34M
SCHW
Schwab Charles Corp

Financial Services
99
+ 0.26%
$70.03 - $78.9 $6.93K - $7.81K
38.4K $2.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
60
+ 0.43%
$108.78 - $119.23 $6.53K - $7.15K
14.1K $1.67M
RIO
Rio Tinto PLC

Basic Materials
163
+ 1.1%
$63.0 - $73.61 $10.3K - $12K
15K $988K
ECL
Ecolab Inc.

Basic Materials
39
+ 0.84%
$218.16 - $244.64 $8.51K - $9.54K
4.68K $1.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
785
+ 1.55%
$50.22 - $50.48 $39.4K - $39.6K
51.4K $2.59M
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 0.37%
$180.08 - $204.79 $8.28K - $9.42K
12.5K $2.53M
ENR
Energizer Holdings, Inc.

Industrials
854
+ 2.05%
$27.35 - $30.95 $23.4K - $26.4K
42.5K $1.25M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
453
+ 2.9%
$50.57 - $50.75 $22.9K - $23K
16.1K $815K
CVX
Chevron Corp

Energy
99
+ 1.88%
$152.57 - $166.33 $15.1K - $16.5K
5.37K $839K
XOM
Exxon Mobil Corp

Energy
102
+ 1.83%
$108.36 - $122.2 $11.1K - $12.5K
5.67K $652K
DFS
Discover Financial Services

Financial Services
52
+ 0.36%
$119.57 - $130.81 $6.22K - $6.8K
14.4K $1.89M
CB
Chubb LTD

Financial Services
23
+ 1.45%
$243.01 - $274.28 $5.59K - $6.31K
1.61K $409K
ABBV
Abb Vie Inc.

Healthcare
47
+ 1.92%
$154.79 - $180.76 $7.28K - $8.5K
2.49K $427K
IBM
International Business Machines Corp

Technology
44
+ 3.0%
$164.43 - $190.9 $7.23K - $8.4K
1.51K $261K
CMI
Cummins Inc

Industrials
50
+ 2.53%
$266.48 - $302.86 $13.3K - $15.1K
2.03K $561K
MCD
Mcdonalds Corp

Consumer Cyclical
24
+ 2.07%
$249.37 - $280.22 $5.98K - $6.73K
1.18K $301K
UPS
United Parcel Service Inc

Industrials
205
+ 4.1%
$134.2 - $152.27 $27.5K - $31.2K
5.21K $712K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.03K
+ 1.11%
$30.89 - $32.89 $31.7K - $33.8K
93.9K $2.98M
CSCO
Cisco Systems, Inc.

Technology
786
+ 2.35%
$45.52 - $50.04 $35.8K - $39.3K
34.2K $1.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
41
+ 1.12%
$541.52 - $599.02 $22.2K - $24.6K
3.69K $2.04M
ABT
Abbott Laboratories

Healthcare
121
+ 0.91%
$100.73 - $112.44 $12.2K - $13.6K
13.5K $1.4M
ITT
Itt Inc.

Industrials
82
+ 0.43%
$124.49 - $139.66 $10.2K - $11.5K
19K $2.45M
TGT
Target Corp

Consumer Defensive
36
+ 0.54%
$141.16 - $177.82 $5.08K - $6.4K
6.75K $998K
DIS
Walt Disney CO

Communication Services
88
+ 0.56%
$99.29 - $122.82 $8.74K - $10.8K
15.8K $1.57M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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