Bank Plus Trust Department New Holdings in Q4 2024

Bank Plus Trust Department

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.67K
New
$37.12 - $41.23 $173K - $193K
4.67K $173M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.11K
New
$81.68 - $82.93 $172K - $175K
2.11K $173M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
405
New
$417.69 - $450.94 $169K - $183K
405 $172M
VTV
Vanguard Value ETF

ETFs
1.01K
New
$168.32 - $181.87 $170K - $183K
1.01K $171M
TYL
Tyler Technologies Inc

Technology
295
New
$576.64 - $635.69 $170K - $188K
295 $170M
ROL
Rollins Inc

Consumer Cyclical
3.6K
New
$46.35 - $51.59 $167K - $186K
3.6K $167M
SCHW
Schwab Charles Corp

Financial Services
2.23K
New
$63.31 - $82.85 $141K - $185K
2.23K $165M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
570
New
$278.19 - $315.36 $159K - $180K
570 $164M
MSI
Motorola Solutions, Inc.

Technology
342
New
$449.08 - $504.6 $154K - $173K
342 $158M
VEEV
Veeva Systems Inc

Healthcare
732
New
$201.81 - $250.45 $148K - $183K
732 $154M
POOL
Pool Corp

Industrials
428
New
$339.32 - $390.03 $145K - $167K
428 $146M
CUZ
Cousins Properties Inc

Real Estate
4.63K
New
$28.63 - $31.94 $132K - $148K
4.63K $142M
Linde PLC
332
New
N/A
332 $139M
GLD
Spdr Gold Trust

ETFs
570
New
$236.59 - $257.5 $135K - $147K
570 $138M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.75K
New
$72.18 - $81.41 $126K - $143K
1.75K $132M
FROG
J Frog LTD

Technology
4.47K
New
$27.22 - $32.86 $122K - $147K
4.47K $131M
AM
Antero Midstream Corp

Energy
8.55K
New
$14.22 - $15.97 $122K - $136K
8.55K $129M
IBM
International Business Machines Corp

Technology
577
New
$204.9 - $238.04 $118K - $137K
577 $127M
IEX
Idex Corp

Industrials
586
New
$202.75 - $236.06 $119K - $138K
586 $123M
SHW
Sherwin Williams CO

Basic Materials
353
New
$338.75 - $399.71 $120K - $141K
353 $120M
BAC
Bank Of America Corp

Financial Services
2.66K
New
$39.22 - $47.77 $104K - $127K
2.66K $117M
PDT
John Hancock Premium Dividend Fund

Financial Services
8.9K
New
$12.01 - $13.54 $107K - $121K
8.9K $113M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
209
New
$521.84 - $558.82 $109K - $117K
209 $113M
ET
Energy Transfer LP

Energy
5.67K
New
$16.05 - $19.86 $91K - $113K
5.67K $111M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.4K
New
$77.86 - $79.27 $109K - $111K
1.4K $109M
BIIB
Biogen Inc.

Healthcare
694
New
$146.47 - $191.55 $102K - $133K
694 $106M
MET
Metlife Inc

Financial Services
1.25K
New
$78.15 - $88.25 $97.8K - $110K
1.25K $103M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
765
New
$131.66 - $144.0 $101K - $110K
765 $101M
MTB
M&T Bank Corp

Financial Services
530
New
$172.48 - $221.95 $91.4K - $118K
530 $99.6M
EOG
Eog Resources Inc

Energy
793
New
$118.22 - $136.54 $93.7K - $108K
793 $97.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
3K
New
$31.23 - $33.51 $93.7K - $101K
3K $94.3M
SBR
Sabine Royalty Trust

Energy
1.4K
New
$60.18 - $66.67 $84.3K - $93.3K
1.4K $90.7M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.46K
New
$36.54 - $37.53 $89.9K - $92.4K
2.46K $90.5M
EHC
Encompass Health Corp

Healthcare
936
New
$92.35 - $103.77 $86.4K - $97.1K
936 $86.4M
GIS
General Mills Inc

Consumer Defensive
1.35K
New
$62.78 - $74.62 $84.9K - $101K
1.35K $86.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
791
New
$104.59 - $118.05 $82.7K - $93.4K
791 $85.9M
KMX
Carmax Inc

Consumer Cyclical
1.04K
New
$71.11 - $87.2 $73.9K - $90.6K
1.04K $84.9M
DECK
Deckers Outdoor Corp

Consumer Cyclical
402
New
$152.04 - $211.12 $61.1K - $84.9K
402 $81.6M
DOW
Dow Inc.

Basic Materials
2.01K
New
$39.1 - $55.34 $78.4K - $111K
2.01K $80.5M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
5.56K
New
$13.61 - $14.58 $75.7K - $81.1K
5.56K $80.1M
PAVE
Global X Fds Us Infrastructure

ETFs
1.88K
New
$40.41 - $45.95 $76K - $86.4K
1.88K $76M
VO
Vanguard Mid Cap ETF

ETFs
275
New
$261.5 - $284.63 $71.9K - $78.3K
275 $72.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
813
New
$88.59 - $94.57 $72K - $76.9K
813 $72.2M
Jacobs Engineering Group Inc
538
New
N/A
538 $71.9M
XLI
Industrial Sector Spdr

ETFs
543
New
$131.76 - $143.99 $71.5K - $78.2K
543 $71.5M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.05K
New
$67.29 - $73.38 $70.7K - $77.1K
1.05K $71.3M
CHTR
Charter Communications, Inc.

Communication Services
207
New
$315.38 - $408.02 $65.3K - $84.5K
207 $71M
FHN
First Horizon Corp

Financial Services
3.46K
New
$14.91 - $21.42 $51.5K - $74K
3.46K $69.6M
AYI
Acuity Brands Inc

Industrials
237
New
$292.13 - $333.45 $69.2K - $79K
237 $69.2M
Activity Summary
Buys All Purchases 471 New Holdings 471 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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