Esl Trust Services, LLC Purchases and Sells in Q3 2025

Esl Trust Services, LLC

$506 Million
Q3 2025

Top Buys

Incresed Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIV	9.49K + 15.63%	$76.16 - $78.59 $723K - $746K	70.2K $5.48M
VTI	415 + 14.02%	$303.93 - $329.86 $126K - $137K	3.38K $1.11M
VWO	606 + 2.55%	$49.43 - $54.52 $30K - $33K	24.3K $1.32M
JNJ	21 + 0.67%	$155.17 - $185.42 $3.26K - $3.89K	3.17K $587K
MSFT	131 + 7.25%	$491.09 - $535.64 $64.3K - $70.2K	1.94K $1M
GE	84 + 5.0%	$244.75 - $305.63 $20.6K - $25.7K	1.76K $530K

New Holdings

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	55.8K New	$68.33 - $72.69 $3.81M - $4.06M	55.8K $4.03M
JEPI	750 New	$55.61 - $57.37 $41.7K - $43K	750 $42K
GM	600 New	$48.89 - $61.24 $29.3K - $36.7K	600 $36K
JPIE	750 New	$46.01 - $46.55 $34.5K - $34.9K	750 $34K
BRK-B	60 New	$459.11 - $506.91 $27.5K - $30.4K	60 $30K
IPG	1.04K New	$24.02 - $27.91 $25K - $29K	1.04K $29K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-160K - 8.83%	$26.38 - $27.95 $4.21M - $4.46M	1.65M $45M
VIGI	-8.72K - 1.65%	$86.07 - $90.74 $750K - $791K	519K $46.5M
MNA	-2.2K - 42.45%	$35.11 - $36.01 $77.2K - $79.2K	2.98K $107K
USMV	-418 - 41.26%	$92.18 - $95.14 $38.5K - $39.8K	595 $56K
QLTA	-1.1K - 3.13%	$47.11 - $48.77 $51.8K - $53.6K	34K $1.65M
DRI	-40 - 33.06%	$184.73 - $220.27 $7.39K - $8.81K	81 $15K

Activity Summary All Purchases 162 New Holdings 91 Increased Positions 71 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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