Diversified Portfolios, Inc. New Holdings in Q1 2024

Diversified Portfolios, Inc.

  • $699 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
9.58K
New
$48.05 - $48.63 $460K - $466K
9.58K $461K
CVNA
Carvana Co.

Consumer Cyclical
3.49K
New
$41.0 - $90.81 $143K - $317K
3.49K $307K
ETN
Eaton Corp PLC

Industrials
801
New
$233.1 - $316.58 $187K - $254K
801 $250K
GPN
Global Payments Inc

Industrials
1.57K
New
$125.51 - $138.98 $197K - $218K
1.57K $209K
ORCL
Oracle Corp

Technology
1.62K
New
$102.46 - $129.24 $166K - $209K
1.62K $202K
XLF
Financial Sector Spdr

ETFs
4.75K
New
$37.27 - $42.12 $177K - $200K
4.75K $200K
Vanguard Core Plus Bond ETF
8.2K
New
N/A
8.2K $0
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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