Esl Trust Services, LLC Purchases and Sells in Q1 2024

Esl Trust Services, LLC

$382 Million
Q1 2024

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	80.9K + 16.87%	$75.25 - $80.63 $6.09M - $6.52M	561K $45.2M
SPYG	2.67K + 0.45%	$63.12 - $73.73 $169K - $197K	592K $43.3M
XSOE	138K + 17.86%	$27.04 - $29.77 $3.72M - $4.1M	908K $26.8M
IJH	467K + 422.22%	$56.98 - $284.98 $26.6M - $133M	577K $35.1M
AVDE	1.28K + 0.2%	$58.3 - $63.83 $74.8K - $81.9K	640K $40.8M
IJR	13.5K + 7.81%	$102.35 - $110.52 $1.38M - $1.49M	186K $20.5M

New Holdings

112 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.55K New	$232.77 - $260.14 $361K - $403K	1.55K $402K
JPM	1.15K New	$167.09 - $200.3 $192K - $230K	1.15K $230K
VOO	439 New	$429.43 - $481.35 $189K - $211K	439 $211K
IWM	910 New	$189.48 - $210.3 $172K - $191K	910 $191K
VEU	2.97K New	$54.0 - $58.69 $160K - $174K	2.97K $173K
MRK	1.28K New	$113.24 - $131.95 $144K - $168K	1.28K $168K

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MNA	-1.57K - 15.97%	$30.97 - $31.62 $48.7K - $49.7K	8.27K $260K
EFA	-175 - 1.71%	$73.11 - $80.04 $12.8K - $14K	10.1K $804K
IWF	-15 - 1.05%	$294.43 - $339.01 $4.42K - $5.09K	1.42K $478K
IVV	-10.6K - 8.96%	$469.56 - $525.73 $4.97M - $5.56M	107K $56.5M

Activity Summary All Purchases 124 New Holdings 112 Increased Positions 12 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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