Coston, Mc Isaac & Partners Incresed Positions in Q3 2024

Coston, Mc Isaac & Partners

  • $298 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Schwab Us Aggregate Bond Index
17
+ 0.94%
N/A
1.82K $0
Amplify Alternative Harvetf
1
+ 1.35%
N/A
75 $0
Ge Healthcare Technologi
177
+ 260.29%
N/A
245 $0
OTLY
Oatly Group Ab

Consumer Defensive
700
+ 933.33%
$0.85 - $1.17 $595 - $819
775 $0
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1
+ 1.72%
$61.6 - $65.13 $61.6 - $65.1
59 $3K
Schwab Target 2045 Index
56
+ 49.12%
N/A
170 $0
VSDA
Victory Portfolios Ii Victorys

ETFs
1
+ 1.15%
$47.88 - $53.13 $47.9 - $53.1
88 $4K
LUMN
Lumen Technologies, Inc.

Communication Services
20
+ 80.0%
$1.03 - $7.28 $20.6 - $146
45 $0
ADI
Analog Devices Inc

Technology
1
+ 0.53%
$200.56 - $243.33 $201 - $243
191 $43K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2
+ 1.21%
$24.38 - $25.2 $48.8 - $50.4
167 $4K
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
Fidelity Wise Origin Bitcoin Fund
9.31K
+ 199.06%
N/A
14K $0
NWL
Newell Brands Inc.

Consumer Defensive
2
+ 0.79%
$5.73 - $8.91 $11.5 - $17.8
254 $1K
Two Harbors Investments
12
+ 3.04%
N/A
407 $0
Dimensional World Equityetf
243
+ 10.61%
N/A
2.53K $0
UPS
United Parcel Service Inc

Industrials
1
+ 0.68%
$123.32 - $147.38 $123 - $147
148 $20K
XLP
Consumer Staples Sector Spdr

ETFs
8
+ 0.52%
$76.04 - $76.04 $608 - $608
1.55K $117K
Annaly Cap Mgmt Inc Reit
9
+ 3.01%
N/A
308 $0
Dfa Commodity Strategy Institutional
8
+ 0.82%
N/A
984 $0
Dfa Us Micro Cap I
8
+ 0.17%
N/A
4.74K $0
Dfa Us Small Cap Growth Instl
1
+ 1.28%
N/A
79 $0
Dfa Us Small Cap I
25
+ 0.2%
N/A
12.8K $0
Dfa Us Small Cap Value I
31
+ 0.31%
N/A
9.98K $0
Dfa Us Sustainability Core 1
3
+ 0.07%
N/A
4.17K $0
Dfa Us Targeted Value I
4
+ 0.36%
N/A
1.11K $0
Dimensional 2025 Target Dt Rtr Inc Instl
1
+ 0.2%
N/A
489 $0
Dimensional 2030 Target Dt Rtr Inc Instl
5
+ 0.36%
N/A
1.41K $0
Dimensional 2040 Target Dt Rtr Inc Instl
2
+ 0.74%
N/A
273 $0
Dimensional 2045 Target Dt Rtr Inc Instl
1
+ 0.51%
N/A
197 $0
Dimensional 2050 Target Dt Rtr Inc Instl
1
+ 0.33%
N/A
308 $0
Dimensional 2055 Target Dt Rtr Inc Instl
1
+ 0.66%
N/A
152 $0
Dimensional 2060 Target Dt Rtr Inc Instl
18
+ 0.46%
N/A
3.96K $0
Fidelity 500 Index
12
+ 0.32%
N/A
3.78K $0
Amg River Road Dividend All Cap Value I
2
+ 1.0%
N/A
203 $0
Dfa Us Large Cap Value Iii
14
+ 0.24%
N/A
5.97K $0
Dfa Emerging Markets I
2
+ 0.54%
N/A
372 $0
Dfa Emerging Markets Value I
13
+ 0.84%
N/A
1.56K $0
Dfa Global Allocation 25/75 I
106
+ 0.53%
N/A
20K $0
Dfa International Small Cap Value I
79
+ 0.67%
N/A
11.8K $0
Dfa International Small Company I
75
+ 0.74%
N/A
10.2K $0
Dfa International Value I
23
+ 1.05%
N/A
2.22K $0
Dfa International Value Iii
8
+ 0.32%
N/A
2.49K $0
Dfa Intl Hi Relatv Profitability Instl
1
+ 0.84%
N/A
120 $0
Dfa Intl Sustainability Core 1
66
+ 0.62%
N/A
10.7K $0
Dfa Large Cap International I
8
+ 0.7%
N/A
1.15K $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 Hi Relatv Profitability Instl
1
+ 1.85%
N/A
55 $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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