Fine Mark National Bank & Trust Incresed Positions in Q3 2024

Fine Mark National Bank & Trust

  • $2.84 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.68K
+ 14.11%
$61.11 - $67.85 $225K - $250K
29.7K $2.02M
STAG
Stag Industrial, Inc.

Real Estate
512
+ 0.49%
$35.42 - $40.98 $18.1K - $21K
105K $4.1M
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 0.08%
$315.12 - $406.43 $945 - $1.22K
3.6K $1.46M
VZ
Verizon Communications Inc

Communication Services
1.9K
+ 3.38%
$38.89 - $45.0 $73.9K - $85.5K
58.1K $2.61M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.62K
+ 9.0%
$81.17 - $90.77 $131K - $147K
19.6K $1.75M
HYG
Ishares Tr

ETFs
2K
+ 6.11%
$76.72 - $80.36 $153K - $160K
34.7K $2.78M
PNC
Pnc Financial Services Group, Inc.

Financial Services
500
+ 8.65%
$156.14 - $187.2 $78.1K - $93.6K
6.28K $1.16M
TMUS
T Mobile Us, Inc.

Communication Services
465
+ 8.56%
$175.14 - $206.36 $81.4K - $96K
5.9K $1.22M
GTLS
Chart Industries Inc

Industrials
8.63K
+ 21.33%
$106.83 - $168.99 $922K - $1.46M
49.1K $6.09M
DFSV
Dimensional ETF Tr Dimensional

ETFs
5.27K
+ 11.42%
$28.25 - $31.7 $149K - $167K
51.5K $1.58M
DOW
Dow Inc.

Basic Materials
3.99K
+ 39.33%
$50.15 - $55.41 $200K - $221K
14.1K $772K
KMB
Kimberly Clark Corp

Consumer Defensive
1.42K
+ 80.68%
$135.05 - $148.35 $192K - $211K
3.19K $453K
ZTS
Zoetis Inc.

Healthcare
712
+ 24.95%
$172.58 - $196.48 $123K - $140K
3.57K $696K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.32K
+ 14.59%
$36.98 - $41.55 $123K - $138K
26.1K $1.07M
TXN
Texas Instruments Inc

Technology
952
+ 11.88%
$194.6 - $194.6 $185K - $185K
8.97K $1.74M
DD
Du Pont De Nemours, Inc.

Basic Materials
686
+ 5.14%
$77.22 - $89.49 $53K - $61.4K
14K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
868
+ 38.41%
$162.64 - $179.3 $141K - $156K
3.13K $560K
VO
Vanguard Mid Cap ETF

ETFs
281
+ 6.51%
$237.84 - $263.83 $66.8K - $74.1K
4.6K $1.21M
CTVA
Corteva, Inc.

Basic Materials
2.17K
+ 28.67%
$50.72 - $58.78 $110K - $127K
9.73K $571K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.79K
+ 57.93%
$46.9 - $51.96 $131K - $145K
7.61K $391K
WEC
Wec Energy Group, Inc.

Utilities
50
+ 0.58%
$77.68 - $96.19 $3.88K - $4.81K
8.64K $830K
TGT
Target Corp

Consumer Defensive
528
+ 6.13%
$133.47 - $159.25 $70.5K - $84.1K
9.15K $1.43M
PLTR
Palantir Technologies Inc.

Technology
1.2K
+ 14.05%
$24.09 - $37.95 $28.9K - $45.5K
9.74K $362K
STZ
Constellation Brands, Inc.

Consumer Defensive
493
+ 0.9%
$236.42 - $259.82 $117K - $128K
55.3K $14.2M
IEFA
Ishares Tr

ETFs
185
+ 0.87%
$70.09 - $78.74 $13K - $14.6K
21.5K $1.68M
NVS
Novartis Ag

Healthcare
33
+ 0.22%
$106.13 - $120.89 $3.5K - $3.99K
14.8K $1.7M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.76K
+ 7.15%
$51.02 - $52.74 $89.8K - $92.8K
26.4K $1.39M
SPGI
S&P Global Inc.

Financial Services
20
+ 1.22%
$446.32 - $527.38 $8.93K - $10.5K
1.66K $856K
CME
Cme Group Inc.

Financial Services
22
+ 0.44%
$193.43 - $220.62 $4.26K - $4.85K
5.01K $1.1M
DGRO
Ishares Core Dividend Growth E

ETFs
1.4K
+ 24.52%
$57.47 - $62.76 $80.4K - $87.8K
7.1K $445K
FAST
Fastenal CO

Industrials
159
+ 1.34%
$62.09 - $71.83 $9.87K - $11.4K
12.1K $860K
SLV
I Shares Silver Trust

ETFs
940
+ 2.01%
$24.33 - $29.38 $22.9K - $27.6K
47.6K $1.35M
ROK
Rockwell Automation, Inc

Industrials
430
+ 46.89%
$248.27 - $294.37 $107K - $127K
1.35K $361K
ROP
Roper Technologies Inc

Industrials
200
+ 37.74%
$515.25 - $576.55 $103K - $115K
730 $406K
ANET
Arista Networks, Inc.

Technology
21
+ 0.7%
$311.42 - $388.21 $6.54K - $8.15K
3.03K $1.16M
SYK
Stryker Corp

Healthcare
57
+ 1.37%
$315.94 - $371.96 $18K - $21.2K
4.21K $1.52M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
334
+ 0.88%
$111.59 - $129.08 $37.3K - $43.1K
38.4K $4.56M
DFIV
Dimensional ETF Tr

ETFs
2.33K
+ 28.6%
$34.66 - $38.38 $80.6K - $89.3K
10.5K $398K
MCO
Moodys Corp

Financial Services
71
+ 5.59%
$421.49 - $494.67 $29.9K - $35.1K
1.34K $636K
FTNT
Fortinet, Inc.

Technology
117
+ 2.34%
$55.39 - $77.55 $6.48K - $9.07K
5.11K $396K
GLW
Corning Inc

Technology
150
+ 1.07%
$37.76 - $46.2 $5.66K - $6.93K
14.1K $638K
GD
General Dynamics Corp

Industrials
56
+ 0.98%
$279.51 - $308.09 $15.7K - $17.3K
5.77K $1.74M
TDG
Trans Digm Group Inc

Industrials
3
+ 0.68%
$1202.03 - $1427.41 $3.61K - $4.28K
447 $638K
DFAI
Dimensional ETF Tr

ETFs
1.75K
+ 24.58%
$28.69 - $32.06 $50.1K - $55.9K
8.85K $281K
TD
Toronto Dominion Bank

Financial Services
99
+ 1.36%
$54.54 - $64.56 $5.4K - $6.39K
7.37K $466K
DFAS
Dimensional ETF Tr U S Small C

ETFs
705
+ 17.55%
$59.25 - $65.33 $41.8K - $46.1K
4.72K $306K
SO
Southern CO

Utilities
54
+ 1.15%
$77.0 - $90.52 $4.16K - $4.89K
4.76K $428K
URI
United Rentals, Inc.

Industrials
6
+ 1.74%
$627.41 - $814.1 $3.76K - $4.88K
350 $283K
IJK
Ishares S&P Midcap 400 Growth

ETFs
391
+ 6.82%
$84.81 - $93.54 $33.2K - $36.6K
6.13K $563K
Activity Summary
Buys All Purchases 156 New Holdings 25 Increased Positions 131 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 1
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