Patten Group, Inc. Incresed Positions in Q3 2024

Patten Group, Inc.

  • $440 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
221
+ 0.47%
$57.32 - $62.65 $12.7K - $13.8K
47.3K $2.95M
ACWI
Ishares Msci Acwi ETF

ETFs
1.2K
+ 19.89%
$107.24 - $119.84 $128K - $143K
7.2K $861K
HDV
Ishares Core High Dividend ETF

ETFs
1.07K
+ 15.75%
$107.62 - $118.76 $115K - $127K
7.87K $925K
BND
Vanguard Bd Index Fd Inc Total

ETFs
23
+ 0.04%
$71.45 - $75.64 $1.64K - $1.74K
60.1K $4.51M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.74K
+ 8.51%
$51.78 - $52.98 $142K - $145K
34.9K $1.85M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.2K
+ 7.53%
$84.81 - $93.54 $102K - $112K
17.1K $1.58M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.15K
+ 7.17%
$60.73 - $63.8 $131K - $137K
32.2K $2.04M
RSP
Invesco S&P 500 Equal Weight E

ETFs
248
+ 3.12%
$162.83 - $179.16 $40.4K - $44.4K
8.19K $1.47M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
615
+ 2.89%
$44.07 - $50.57 $27.1K - $31.1K
21.9K $1.11M
FIVE
Five Below, Inc

Consumer Cyclical
2.48K
+ 81.91%
$64.97 - $108.47 $161K - $269K
5.51K $486K
PHM
Pultegroup Inc

Consumer Cyclical
119
+ 3.13%
$103.95 - $144.98 $12.4K - $17.3K
3.92K $563K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
624
+ 5.45%
$87.56 - $95.49 $54.6K - $59.6K
12.1K $1.15M
SO
Southern CO

Utilities
631
+ 10.02%
$77.0 - $90.52 $48.6K - $57.1K
6.93K $624K
VZ
Verizon Communications Inc

Communication Services
1.26K
+ 6.31%
$38.89 - $45.0 $49.1K - $56.8K
21.3K $955K
ABT
Abbott Laboratories

Healthcare
419
+ 5.72%
$100.07 - $118.13 $41.9K - $49.5K
7.74K $882K
MUB
Ishares National Muni Bond ETF

ETFs
769
+ 4.18%
$106.13 - $108.7 $81.6K - $83.6K
19.2K $2.08M
EPI
Wisdomtree Tr India Earnings F

ETFs
1.71K
+ 14.16%
$47.41 - $50.82 $80.8K - $86.6K
13.8K $693K
EFV
Msci Eafe Value ETF

ETFs
143
+ 0.66%
$51.72 - $57.96 $7.4K - $8.29K
21.9K $1.26M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.97K
+ 39.49%
$22.38 - $23.66 $88.9K - $94K
14K $328K
PG
Procter & Gamble CO

Consumer Defensive
9
+ 0.07%
$160.76 - $177.82 $1.45K - $1.6K
12.1K $2.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
896
+ 5.23%
$81.31 - $83.29 $72.9K - $74.6K
18K $1.5M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
699
+ 14.9%
$72.52 - $82.35 $50.7K - $57.6K
5.39K $440K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
129
+ 1.12%
$80.13 - $88.89 $10.3K - $11.5K
11.6K $1.02M
CVX
Chevron Corp

Energy
2K
+ 8.97%
$137.88 - $161.97 $275K - $323K
24.2K $3.57M
IWB
Ishares Tr Russell 1000 ETF

ETFs
19
+ 0.39%
$283.28 - $314.39 $5.38K - $5.97K
4.88K $1.53M
DOV
Dover Corp

Industrials
140
+ 2.86%
$172.5 - $193.03 $24.2K - $27K
5.04K $965K
EPD
Enterprise Products Partners L.P.

Energy
2.33K
+ 4.64%
$27.88 - $30.0 $65.1K - $70K
52.6K $1.53M
PANW
Palo Alto Networks Inc

Technology
191
+ 6.63%
$294.18 - $368.01 $56.2K - $70.3K
3.07K $1.05M
VNQ
Vanguard Specialized Funds Van

ETFs
72
+ 1.57%
$82.97 - $98.97 $5.97K - $7.13K
4.66K $454K
IGV
Ishares Expanded Tech Software

ETFs
239
+ 1.27%
$77.94 - $89.37 $18.6K - $21.4K
19.1K $1.71M
EFA
Ishares Tr Msci Eafe ETF

ETFs
32
+ 0.27%
$75.32 - $84.37 $2.41K - $2.7K
12.1K $1.01M
MDT
Medtronic PLC

Healthcare
29
+ 0.53%
$76.84 - $91.03 $2.23K - $2.64K
5.5K $494K
CHD
Church & Dwight CO Inc

Consumer Defensive
548
+ 12.07%
$98.01 - $106.59 $53.7K - $58.4K
5.09K $532K
GLDM
World Gold Trust

ETFs
212
+ 2.66%
$46.2 - $53.01 $9.79K - $11.2K
8.2K $427K
SRLN
Ssga Active Trust

ETFs
1.45K
+ 16.36%
$40.93 - $41.85 $59.1K - $60.5K
10.3K $429K
CSL
Carlisle Companies Inc

Industrials
35
+ 3.57%
$376.5 - $449.34 $13.2K - $15.7K
1.02K $456K
STZ
Constellation Brands, Inc.

Consumer Defensive
216
+ 7.94%
$236.42 - $259.82 $51.1K - $56.1K
2.94K $756K
BNDX
Vanguard Total International B

ETFs
973
+ 23.45%
$48.42 - $50.35 $47.1K - $49K
5.12K $257K
ADSK
Autodesk, Inc.

Technology
270
+ 4.54%
$245.83 - $245.83 $66.4K - $66.4K
6.22K $1.53M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
366
+ 4.23%
$51.29 - $56.57 $18.8K - $20.7K
9.01K $509K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 5.8%
$475.2 - $527.7 $24.2K - $26.9K
931 $491K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1
+ 0.02%
$83.76 - $91.82 $83.8 - $91.8
6.44K $587K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
78
+ 3.25%
$175.05 - $196.39 $13.7K - $15.3K
2.48K $485K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
363
+ 3.25%
$39.66 - $43.57 $14.4K - $15.8K
11.5K $502K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
195
+ 2.28%
$50.77 - $57.17 $9.9K - $11.1K
8.75K $500K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
403
+ 10.52%
$60.84 - $67.51 $24.5K - $27.2K
4.23K $285K
HST
Host Hotels & Resorts, Inc.

Real Estate
2.53K
+ 17.34%
$15.92 - $18.86 $40.3K - $47.7K
17.1K $301K
VMC
Vulcan Materials CO

Basic Materials
94
+ 0.96%
$231.83 - $274.51 $21.8K - $25.8K
9.92K $2.48M
QQQ
Invesco Qqq Trust, Series 1

ETFs
49
+ 3.29%
$434.77 - $502.96 $21.3K - $24.6K
1.54K $751K
Activity Summary
Buys All Purchases 124 New Holdings 7 Increased Positions 117 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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