Coston, Mc Isaac & Partners Purchases in Q3 2024

Coston, Mc Isaac & Partners

  • $298 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Schwab Markettrack Conservative
3
+ 0.57%
N/A
530 $0
Schwab Markettrack Balanced
20
+ 0.09%
N/A
22K $0
Schwab Short Term Bond Index
105
+ 0.88%
N/A
12K $0
Schwab Markettrack Growth
333
+ 2.05%
N/A
16.6K $0
Schwab Markettrack All Equity
374
+ 0.72%
N/A
52.6K $0
Schwab Balanced
32
+ 1.2%
N/A
2.69K $0
Putnam Large Cap Value A
4
+ 0.39%
N/A
1.03K $0
T. Rowe Price Equity Income
5
+ 0.29%
N/A
1.74K $0
Thornburg Small/Mid Cap Core A
228
New
N/A
228 $0
Annaly Cap Mgmt Inc Reit
9
+ 3.01%
N/A
308 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
4
+ 1.28%
N/A
316 $5K
VSDA
Victory Portfolios Ii Victorys

ETFs
1
+ 1.15%
$47.88 - $53.13 $47.9 - $53.1
88 $4K
RC
Ready Capital Corp

Real Estate
21
+ 3.13%
$7.63 - $9.43 $160 - $198
693 $5K
Putnam Dynamic Asset Allocation Gr A
867
New
N/A
867 $0
Schwab Target 2025
79
+ 1.01%
N/A
7.9K $0
Schwab Target 2030
52
+ 0.93%
N/A
5.63K $0
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1
+ 1.72%
$61.6 - $65.13 $61.6 - $65.1
59 $3K
Dimensional World Equityetf
243
+ 10.61%
N/A
2.53K $0
Dimensnl Ultrashrt Fixedincm ETF
59
New
N/A
59 $0
Fidelity Wise Origin Bitcoin Fund
9.31K
+ 199.06%
N/A
14K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
New
$211.47 - $281.27 $211 - $281
1 $0
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.52%
$76.04 - $76.04 $608 - $608
1.55K $117K
Schwab Total Stock Market Index
22
+ 50.0%
N/A
66 $0
AOK
Ishares Tr Core Conservative A

ETFs
4
+ 0.92%
$36.8 - $38.71 $147 - $155
438 $16K
VTWO
Vanguard Russell 2000 ETF

ETFs
1
+ 33.33%
$81.17 - $90.77 $81.2 - $90.8
4 $0
Dimensional Gbl Cre Pls Fxd ETF
634
New
N/A
634 $0
VTWV
Vanguard Russell 2000 Value Et

ETFs
1
New
$132.06 - $150.96 $132 - $151
1 $0
Schwab Target 2035 Index
35
+ 4.47%
N/A
818 $0
Schwab Target 2040 Index
55
+ 112.24%
N/A
104 $0
Schwab Target 2045 Index
56
+ 49.12%
N/A
170 $0
Schwab Target 2050 Index
70
+ 14.29%
N/A
560 $0
Schwab Target 2055 Index
1.83K
+ 107.9%
N/A
3.53K $0
Schwab Target 2065 Index
228
+ 245.16%
N/A
321 $0
Schwab Us Aggregate Bond Index
17
+ 0.94%
N/A
1.82K $0
Amplify Alternative Harvetf
1
+ 1.35%
N/A
75 $0
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2
+ 1.21%
$24.38 - $25.2 $48.8 - $50.4
167 $4K
Parnassus Core Equity Investor
3
+ 0.08%
N/A
4K $0
Arm Hldgs PLC Funsponsored Adr 1 Adr Reps 1 Ord Shs
14
New
N/A
14 $0
Dfa Large Cap International I
8
+ 0.7%
N/A
1.15K $0
Dfa Intl Sustainability Core 1
66
+ 0.62%
N/A
10.7K $0
Dfa Intl Hi Relatv Profitability Instl
1
+ 0.84%
N/A
120 $0
Dfa International Value Iii
8
+ 0.32%
N/A
2.49K $0
Dfa International Value I
23
+ 1.05%
N/A
2.22K $0
Dfa International Small Company I
75
+ 0.74%
N/A
10.2K $0
Dfa International Small Cap Value I
79
+ 0.67%
N/A
11.8K $0
Dfa Global Allocation 25/75 I
106
+ 0.53%
N/A
20K $0
Dfa Real Estate Securities I
17
+ 0.29%
N/A
5.83K $0
Dfa Us Core Equity 1 I
16
+ 0.27%
N/A
5.87K $0
Dfa Us Small Cap Value I
31
+ 0.31%
N/A
9.98K $0
Activity Summary
Buys All Purchases 284 New Holdings 38 Increased Positions 246 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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