Esl Trust Services, LLC Purchases and Sells in Q3 2024

Esl Trust Services, LLC

$441 Million
Q3 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	432 + 0.07%	$77.02 - $85.06 $33.3K - $36.7K	587K $49.6M
IVV	762 + 0.66%	$520.18 - $576.82 $396K - $440K	116K $66.8M
XSOE	512 + 0.05%	$29.23 - $33.51 $15K - $17.2K	978K $32.3M
IJH	300 + 0.05%	$57.32 - $62.65 $17.2K - $18.8K	612K $38.1M
IJR	645 + 0.32%	$105.53 - $118.34 $68.1K - $76.3K	201K $23.5M
FALN	4.22K + 0.38%	$26.01 - $27.41 $110K - $116K	1.12M $30.5M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	1.34K New	$76.38 - $78.87 $102K - $105K	1.34K $105K
IWD	479 New	$173.36 - $189.8 $83K - $90.9K	479 $90K
JNK	766 New	$93.65 - $97.81 $71.7K - $74.9K	766 $74K
HEFA	935 New	$32.34 - $35.85 $30.2K - $33.5K	935 $33K
VBR	80 New	$179.99 - $201.6 $14.4K - $16.1K	80 $16K
VNQI	316 New	$40.45 - $47.24 $12.8K - $14.9K	316 $14K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-105 - 4.71%	$395.15 - $467.56 $41.5K - $49.1K	2.12K $912K
TT	-250 - 96.15%	$314.21 - $388.71 $78.6K - $97.2K	10 $3K
XOM	-650 - 90.15%	$109.72 - $119.0 $71.3K - $77.4K	71 $8K
MDLZ	-622 - 92.56%	$64.35 - $75.71 $40K - $47.1K	50 $3K
T	-2.07K - 79.41%	$18.21 - $22.28 $37.6K - $46.1K	536 $11K
TIP	-343 - 30.68%	$105.92 - $110.83 $36.3K - $38K	775 $85K

Activity Summary All Purchases 25 New Holdings 8 Increased Positions 17 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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