Chesapeake Wealth Management New Holdings in Q3 2024

Chesapeake Wealth Management

  • $291 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
1.64K
New
$120.77 - $159.66 $198K - $262K
1.64K $250K
LNT
Alliant Energy Corp

Utilities
3.51K
New
$50.74 - $60.74 $178K - $213K
3.51K $213K
IWF
Ishares Russell 1000 Gr ETF

ETFs
545
New
$332.02 - $382.76 $181K - $209K
545 $204K
DUK
Duke Energy Corp

Utilities
1.76K
New
$99.35 - $117.71 $175K - $208K
1.76K $203K
PFE
Pfizer Inc

Healthcare
7.03K
New
$27.7 - $31.39 $195K - $221K
7.03K $203K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.59K
New
$22.38 - $23.66 $192K - $203K
8.59K $201K
Activity Summary
Buys All Purchases 55 New Holdings 6 Increased Positions 49 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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