Coordinated Financial Services, Inc./Co Purchases in Q2 2024

Coordinated Financial Services, Inc./Co

$117 Billion
Q2 2024

Stock	Shares change	Price Range	Shares Held	Trade History
ITA Ishares Tr ETFs	2 + 0.08%	$127.05 - $137.39 $254 - $275	2.43K $321M
VEU Vanguard Ftse All World Ex Us ETFs	1 + 0.03%	$56.22 - $60.47 $56.2 - $60.5	3.82K $224M
Wells Fargo CO New	12 + 2.41%	N/A	510 $606M
PFXF Vaneck ETF Tr Preferred Securi ETFs	176 + 1.61%	$16.84 - $17.64 $2.96K - $3.1K	11.1K $192M
CVX Chevron Corp Energy	7 + 0.26%	$152.57 - $166.33 $1.07K - $1.16K	2.71K $424M
PGX Invesco ETF Tr Ii Pfd ETF ETFs	12 + 0.09%	$11.3 - $11.9 $136 - $143	13.2K $152M
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	164 + 1.16%	$34.2 - $36.64 $5.61K - $6.01K	14.3K $500M
SMOT Vaneck ETF Tr Morningstar Smid	843 + 5.63%	N/A	15.8K $505M
IVE Ishares S&P 500 Value ETF ETFs	6 + 0.34%	$176.58 - $186.7 $1.06K - $1.12K	1.76K $319M
XLF Financial Sector Spdr ETFs	4 + 0.05%	$39.59 - $42.49 $158 - $170	8.38K $345M
SPSM Spdr Portfolio S&P 600 Small C ETFs	30 + 0.43%	$39.75 - $43.15 $1.19K - $1.29K	7.04K $292M
SYK Stryker Corp Healthcare	52 + 3.13%	$324.3 - $354.67 $16.9K - $18.4K	1.71K $583M
UPS United Parcel Service Inc Industrials	62 + 3.47%	$134.2 - $152.27 $8.32K - $9.44K	1.85K $253M
KR Kroger CO Consumer Defensive	25 + 0.55%	$49.37 - $57.82 $1.23K - $1.45K	4.55K $227M
Kenvue Inc	3 + 0.02%	N/A	13.5K $246M
PLD Prologis, Inc. Real Estate	45 + 1.23%	$101.88 - $127.92 $4.58K - $5.76K	3.71K $417M
SCHD Schwab Strategic Tr Us Dividen ETFs	300 + 0.92%	$75.81 - $80.15 $22.7K - $24K	33K $2.57B
VB Vanguard Small Cap ETF ETFs	125 + 1.09%	$210.76 - $226.94 $26.3K - $28.4K	11.6K $2.54B
HD Home Depot, Inc. Consumer Cyclical	11 + 0.41%	$325.1 - $368.03 $3.58K - $4.05K	2.66K $917M

Activity Summary All Purchases 69 New Holdings 4 Increased Positions 65 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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