Esl Trust Services, LLC Purchases in Q3 2024

Esl Trust Services, LLC

  • $441 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
432
+ 0.07%
$77.02 - $85.06 $33.3K - $36.7K
587K $49.6M
IVV
Ishares Core S&P 500 ETF

ETFs
762
+ 0.66%
$520.18 - $576.82 $396K - $440K
116K $66.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
512
+ 0.05%
$29.23 - $33.51 $15K - $17.2K
978K $32.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
300
+ 0.05%
$57.32 - $62.65 $17.2K - $18.8K
612K $38.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
645
+ 0.32%
$105.53 - $118.34 $68.1K - $76.3K
201K $23.5M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
4.22K
+ 0.38%
$26.01 - $27.41 $110K - $116K
1.12M $30.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10.1K
+ 20.92%
$74.26 - $78.84 $750K - $796K
58.3K $4.57M
VTI
Vanguard Total Stock Market Et

ETFs
591
+ 32.67%
$255.18 - $283.2 $151K - $167K
2.4K $679K
IEFA
Ishares Tr

ETFs
1.25K
+ 41.99%
$70.09 - $78.74 $87.8K - $98.7K
4.24K $330K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.34K
New
$76.38 - $78.87 $102K - $105K
1.34K $105K
IWF
Ishares Russell 1000 Gr ETF

ETFs
178
+ 12.71%
$332.02 - $382.76 $59.1K - $68.1K
1.58K $592K
JNK
Spdr Bloomberg High Yield Bond

ETFs
766
New
$93.65 - $97.81 $71.7K - $74.9K
766 $74K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
580
+ 40.45%
$81.31 - $83.29 $47.2K - $48.3K
2.01K $167K
VEU
Vanguard Ftse All World Ex Us

ETFs
510
+ 13.35%
$56.47 - $63.69 $28.8K - $32.5K
4.33K $272K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 10.71%
$475.2 - $527.7 $22.3K - $24.8K
486 $256K
HEFA
Ishares Currency Hedged Msci E

ETFs
935
New
$32.34 - $35.85 $30.2K - $33.5K
935 $33K
VNQ
Vanguard Specialized Funds Van

ETFs
157
+ 21.48%
$82.97 - $98.97 $13K - $15.5K
888 $86K
IEMG
Ishares Inc

ETFs
342
+ 74.35%
$53.64 - $53.64 $18.3K - $18.3K
802 $43K
VBR
Vanguard Small Cap Value ETF

ETFs
80
New
$179.99 - $201.6 $14.4K - $16.1K
80 $16K
VNQI
Vanguard Global Ex U.S. Real

ETFs
316
New
$40.45 - $47.24 $12.8K - $14.9K
316 $14K
IVE
Ishares S&P 500 Value ETF

ETFs
38
New
$181.06 - $197.17 $6.88K - $7.49K
38 $7K
IEF
Ishares Barclays

ETFs
12
New
$92.67 - $99.14 $1.11K - $1.19K
12 $1K
WRB
Berkley W R Corp

Financial Services
38
+ 50.0%
$51.54 - $79.62 $1.96K - $3.03K
114 $6K
AVGO
Broadcom Inc.

Technology
45
+ 900.0%
$136.27 - $1745.86 $6.13K - $78.6K
50 $8K
Activity Summary
Buys All Purchases 25 New Holdings 8 Increased Positions 17 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Esl Trust Services, LLC Portfolio

Follow Esl Trust Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Esl Trust Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Esl Trust Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email