Private Trust CO Na New Holdings in Q4 2024

Private Trust CO Na

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLMX
Franklin Templeton ETF Tr

ETFs
62.3K
New
$23.0 - $27.58 $1.43M - $1.72M
62.3K $1.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
60K
New
$22.01 - $66.82 $1.32M - $4.01M
60K $1.36M
FTQI
First Trust ETF Vi First Trust

ETFs
35.7K
New
$20.23 - $21.46 $722K - $766K
35.7K $742K
PRN
Invesco Dwa Industrials Moment

ETFs
3.49K
New
$151.92 - $177.75 $531K - $621K
3.49K $537K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
16.8K
New
$22.83 - $23.36 $385K - $393K
16.8K $386K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
6.8K
New
$47.58 - $48.56 $323K - $330K
6.8K $324K
JBBB
Janus Detroit Str Tr Henderson

ETFs
4K
New
$48.59 - $49.45 $194K - $198K
4K $196K
TPYP
Managed Portfolio Ser Tortoise

ETFs
4.6K
New
$31.7 - $36.82 $146K - $169K
4.6K $156K
AGX
Argan Inc

Industrials
1.1K
New
$100.91 - $160.81 $111K - $177K
1.1K $150K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
6.01K
New
$22.04 - $22.59 $133K - $136K
6.01K $133K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
1.02K
New
$93.27 - $105.01 $94.8K - $107K
1.02K $97K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
3.65K
New
$23.26 - $23.6 $84.9K - $86.1K
3.65K $85K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
1.92K
New
$41.66 - $43.47 $79.9K - $83.3K
1.92K $81K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
1.79K
New
$39.5 - $41.38 $70.8K - $74.2K
1.79K $72K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
2.94K
New
$23.7 - $24.51 $69.7K - $72.1K
2.94K $69K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
600
New
$105.85 - $112.84 $63.5K - $67.7K
600 $66K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.28K
New
$46.68 - $47.95 $59.8K - $61.5K
1.28K $60K
SYM
Symbotic Inc.

Financial Services
2K
New
$22.73 - $38.78 $45.5K - $77.6K
2K $47K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
251
New
$139.44 - $150.37 $35K - $37.7K
251 $35K
RXST
Rx Sight, Inc.

Healthcare
1K
New
$33.66 - $54.73 $33.7K - $54.7K
1K $34K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
499
New
$66.67 - $74.08 $33.3K - $37K
499 $33K
IYH
Ishares Tr

ETFs
560
New
$57.53 - $65.24 $32.2K - $36.5K
560 $32K
PWV
Invesco Exchange Traded Fd Tr

ETFs
532
New
$56.33 - $61.73 $30K - $32.8K
532 $30K
HLI
Houlihan Lokey, Inc.

Financial Services
169
New
$158.81 - $190.49 $26.8K - $32.2K
169 $29K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
4K
New
$5.7 - $8.27 $22.8K - $33.1K
4K $27K
IBDV
Ishares Tr

Technology
1.17K
New
$21.24 - $22.15 $24.8K - $25.9K
1.17K $24K
DWM
Wisdomtree Tr

ETFs
429
New
$52.54 - $57.11 $22.5K - $24.5K
429 $22K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
1.5K
New
$14.43 - $15.02 $21.6K - $22.5K
1.5K $21K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.87K
New
$9.95 - $12.23 $18.6K - $22.9K
1.87K $21K
RAAX
Vaneck ETF Trust Inflation All

ETFs
763
New
$27.92 - $30.39 $21.3K - $23.2K
763 $21K
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
400
New
$47.68 - $48.67 $19.1K - $19.5K
400 $19K
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
791
New
$22.48 - $24.96 $17.8K - $19.7K
791 $18K
PEGA
Pegasystems Inc

Technology
180
New
$69.42 - $97.28 $12.5K - $17.5K
180 $16K
SCM
Stellus Capital Investment Corp

Financial Services
1.1K
New
$13.14 - $14.33 $14.4K - $15.7K
1.1K $15K
AL
Air Lease Corp

Industrials
323
New
$42.79 - $52.16 $13.8K - $16.8K
323 $15K
JHMB
John Hancock Exchange Traded

ETFs
700
New
$21.36 - $22.44 $15K - $15.7K
700 $15K
CUBE
Cube Smart

Real Estate
362
New
$41.74 - $53.03 $15.1K - $19.2K
362 $15K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
274
New
$55.42 - $61.69 $15.2K - $16.9K
274 $15K
CALM
Cal Maine Foods Inc

Consumer Defensive
150
New
$75.41 - $112.24 $11.3K - $16.8K
150 $15K
UBS
Ubs Group Ag

Financial Services
487
New
$29.78 - $33.08 $14.5K - $16.1K
487 $14K
VPN
Global X Fds Data Ctr Reits &

ETFs
823
New
N/A
823 $13K
EHC
Encompass Health Corp

Healthcare
144
New
$92.35 - $103.77 $13.3K - $14.9K
144 $13K
EEMA
Ishares Msci Emerging Markets

ETFs
174
New
$71.65 - $82.07 $12.5K - $14.3K
174 $12K
FMF
First Trust Managed Futures St

ETFs
262
New
$46.63 - $49.57 $12.2K - $13K
262 $12K
EWS
Ishares Inc Msci Singapore ETF

ETFs
468
New
$21.36 - $23.24 $10K - $10.9K
468 $10K
JYNT
Joint Corp

Healthcare
975
New
$9.9 - $12.58 $9.65K - $12.3K
975 $10K
SVIX
Vs Tr 1 X Short Vix Futures Et

ETFs
431
New
$21.48 - $30.0 $9.26K - $12.9K
431 $10K
DFIC
Dimensional ETF Tr Dimensional

ETFs
330
New
$25.61 - $28.0 $8.45K - $9.24K
330 $8K
RNG
Ring Central, Inc.

Technology
242
New
$29.83 - $41.82 $7.22K - $10.1K
242 $8K
Activity Summary
Buys All Purchases 869 New Holdings 180 Increased Positions 689 Sells All Sells 637 Reductions 637 Sold out 0 Options Calls 0 Puts 0
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