Pfs Partners, LLC Purchases in Q3 2024

Pfs Partners, LLC

  • $177 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
87.3K
+ 282.22%
$50.42 - $50.66 $4.4M - $4.42M
118K $5.98B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
814
+ 0.65%
$54.31 - $61.04 $44.2K - $49.7K
126K $7.69B
XLF
Financial Sector Spdr

ETFs
2.05K
+ 1.4%
$40.84 - $45.74 $83.7K - $93.7K
148K $6.71B
IAPR
Innovator Etfs Tr Internationa

ETFs
8.49K
+ 3.06%
$26.49 - $28.58 $225K - $243K
285K $8.11B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.9K
+ 4.33%
$50.02 - $54.5 $195K - $212K
93.9K $5.12B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
848
+ 0.93%
$65.15 - $72.97 $55.2K - $61.9K
92.3K $6.74B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.19K
+ 3.08%
$47.95 - $49.61 $249K - $258K
174K $8.58B
CB
Chubb LTD

Financial Services
1.17K
+ 28.32%
$252.51 - $292.2 $296K - $342K
5.31K $1.53B
FSMB
First Tr Et Fd Iii Short Durat

ETFs
14.3K
+ 2.27%
$19.74 - $20.07 $282K - $286K
642K $12.8B
KAPR
Innovator U.S. Small Cap Power

ETFs
13K
+ 188.62%
$30.54 - $32.65 $398K - $426K
20K $648M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
5.96K
+ 196.86%
$35.91 - $38.04 $214K - $227K
8.98K $342M
Innovator Etfs Trust
7.82K
New
N/A
7.82K $227M
Innovator Etfs Trust
8.29K
New
N/A
8.29K $208M
First Tr Exchng Traded Fd Vi
5.82K
New
N/A
5.82K $203M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
14.3K
New
$10.21 - $10.93 $146K - $157K
14.3K $154M
Te Connectivity PLC
702
New
N/A
702 $106M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
2.12K
New
N/A
2.12K $81.2M
ATO
Atmos Energy Corp

Utilities
500
New
$114.08 - $138.75 $57K - $69.4K
500 $69.4M
First Tr Exchng Traded Fd Vi
1.51K
New
N/A
1.51K $50.8M
Innovator Etfs Trust
1.9K
+ 1902.0%
N/A
2K $52.3M
XOM
Exxon Mobil Corp

Energy
84
+ 0.46%
$109.72 - $119.0 $9.22K - $10K
18.5K $2.17B
MAA
Mid America Apartment Communities Inc.

Real Estate
25
+ 1.02%
$138.8 - $166.65 $3.47K - $4.17K
2.48K $394M
TSLA
Tesla, Inc.

Consumer Cyclical
56
+ 12.99%
$191.76 - $263.26 $10.7K - $14.7K
487 $127M
EBC
Eastern Bankshares, Inc.

Financial Services
1.95K
New
$13.69 - $17.09 $26.7K - $33.4K
1.95K $32M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
675
New
$42.73 - $44.94 $28.8K - $30.3K
675 $30.3M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.26K
New
$22.43 - $24.11 $28.2K - $30.3K
1.26K $30.3M
First Tr Exchng Traded Fd Vi
876
New
N/A
876 $30.3M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$62.69 - $73.01 $62.7 - $73
3.63K $261M
Gladstone Capital Corp
1.2K
+ 156.05%
N/A
1.97K $47.4M
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
512
+ 0.6%
$5.85 - $6.33 $3K - $3.24K
85.9K $535M
Oaktree Specialty Lending CO
1.66K
+ 601.45%
N/A
1.94K $31.6M
Innovator Etfs Trust
993
New
N/A
993 $25.4M
Innovator Etfs Trust
248
+ 1.91%
N/A
13.2K $352M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.21%
$211.35 - $255.11 $1.48K - $1.79K
3.28K $815M
MO
Altria Group, Inc.

Consumer Defensive
51
+ 1.55%
$45.95 - $54.71 $2.34K - $2.79K
3.33K $170M
FMB
First Tr Exchange Traded Fd Ii

ETFs
214
+ 2.14%
$51.0 - $52.05 $10.9K - $11.1K
10.2K $530M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
50
New
$320.55 - $412.94 $16K - $20.6K
50 $19.5M
FV
First Trust Dorsey Wright Focu

ETFs
250
New
$51.35 - $59.82 $12.8K - $15K
250 $14.6M
BX
Blackstone Inc.

Financial Services
1
+ 0.21%
$120.77 - $159.66 $121 - $160
467 $71.5M
TT
Trane Technologies PLC

Industrials
1
+ 0.54%
$314.21 - $388.71 $314 - $389
185 $71.8M
ITA
Ishares Tr

ETFs
66
+ 388.24%
$131.58 - $149.64 $8.68K - $9.88K
83 $12.5M
DUK
Duke Energy Corp

Utilities
5
+ 0.82%
$99.35 - $117.71 $497 - $589
618 $71.2M
ED
Consolidated Edison Inc

Utilities
5
+ 0.8%
$88.42 - $104.97 $442 - $525
631 $65.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
44
+ 10.45%
$113.41 - $125.62 $4.99K - $5.53K
465 $58.4M
IWM
Ishares Russell 2000 ETF

ETFs
30
+ 40.0%
$200.87 - $224.6 $6.03K - $6.74K
105 $23.2M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
140
+ 2.05%
$13.63 - $14.85 $1.91K - $2.08K
6.97K $104M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
New
$147.95 - $191.05 $5.92K - $7.64K
40 $6.95M
GLW
Corning Inc

Technology
1
+ 0.09%
$37.76 - $46.2 $37.8 - $46.2
1.09K $49.3M
SMCI
Super Micro Computer, Inc.

Technology
15
New
$386.46 - $909.96 $5.8K - $13.6K
15 $6.25M
Activity Summary
Buys All Purchases 129 New Holdings 26 Increased Positions 103 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 1
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