Grant Purchases in Q3 2024

Grant

  • $201 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ESGD
Ishares Trust Ishares Esg Awar

ETFs
546
+ 11.73%
$75.63 - $84.89 $41.3K - $46.3K
5.2K $437K
IHDG
Wisdomtree Tr

ETFs
1.47K
+ 19.9%
$42.42 - $46.78 $62.1K - $68.5K
8.83K $403K
LMT
Lockheed Martin Corp

Industrials
7
+ 1.31%
$460.3 - $584.56 $3.22K - $4.09K
542 $316K
FVD
First Tr Value Line Divid Inde

ETFs
36
+ 0.27%
$40.45 - $45.49 $1.46K - $1.64K
13.4K $609K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.03K
+ 16.34%
$38.03 - $42.06 $39.1K - $43.2K
7.31K $305K
CL
Colgate Palmolive CO

Consumer Defensive
223
+ 3.93%
$95.54 - $108.77 $21.3K - $24.3K
5.9K $612K
DUK
Duke Energy Corp

Utilities
25
+ 0.7%
$99.35 - $117.71 $2.48K - $2.94K
3.57K $411K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
742
+ 8.12%
$32.65 - $36.69 $24.2K - $27.2K
9.88K $359K
GE
General Electric CO

Industrials
3
+ 0.18%
$156.66 - $189.66 $470 - $569
1.66K $313K
XLK
Technology Sector Spdr

ETFs
230
+ 6.11%
$197.34 - $237.68 $45.4K - $54.7K
3.99K $901K
XOM
Exxon Mobil Corp

Energy
89
+ 0.51%
$109.72 - $119.0 $9.77K - $10.6K
17.5K $2.05M
VZ
Verizon Communications Inc

Communication Services
373
+ 4.7%
$38.89 - $45.0 $14.5K - $16.8K
8.31K $373K
AEP
American Electric Power CO Inc

Utilities
21
+ 0.77%
$87.11 - $104.95 $1.83K - $2.2K
2.74K $281K
PFE
Pfizer Inc

Healthcare
600
+ 2.95%
$27.7 - $31.39 $16.6K - $18.8K
20.9K $605K
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.07%
$71.09 - $89.44 $142 - $179
2.86K $252K
AVGO
Broadcom Inc.

Technology
3.55K
+ 880.65%
$136.27 - $1745.86 $484K - $6.2M
3.95K $681K
V
Visa Inc.

Financial Services
12
+ 0.5%
$253.74 - $291.56 $3.04K - $3.5K
2.4K $660K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.32%
$236.92 - $263.4 $1.66K - $1.84K
2.18K $574K
SLV
I Shares Silver Trust

ETFs
255
+ 2.01%
$24.33 - $29.38 $6.2K - $7.49K
12.9K $367K
SYY
Sysco Corp

Consumer Defensive
1
+ 0.02%
$69.16 - $78.98 $69.2 - $79
4.35K $339K
AVUV
American Centy ETF Tr Avantis

ETFs
24
+ 0.6%
$88.24 - $99.7 $2.12K - $2.39K
4.02K $385K
AMZN
Amazon Com Inc

Consumer Cyclical
253
+ 7.52%
$161.02 - $200.0 $40.7K - $50.6K
3.62K $673K
PEP
Pepsico Inc

Consumer Defensive
88
+ 5.51%
$161.9 - $179.3 $14.2K - $15.8K
1.69K $286K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.09%
$514.43 - $606.85 $514 - $607
1.17K $685K
Adverum Biotechnologies Inc
38.6K
New
N/A
38.6K $0
UPS
United Parcel Service Inc

Industrials
8
+ 0.53%
$123.32 - $147.38 $987 - $1.18K
1.53K $208K
T Rowe Price ETF Inc
27.1K
+ 11.94%
N/A
254K $0
Northern Lts Fd Tr Ii
12K
+ 1.67%
N/A
732K $0
Listed Fd Tr
1.02K
+ 20.26%
N/A
6.02K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
5.64K
New
N/A
5.64K $0
Proshares Tr
15.8K
New
N/A
15.8K $0
XLP
Consumer Staples Sector Spdr

ETFs
29
+ 0.44%
$76.04 - $76.04 $2.21K - $2.21K
6.69K $508K
BAC
Bank Of America Corp

Financial Services
5
+ 0.02%
$36.65 - $44.13 $183 - $221
29.2K $1.16M
CVX
Chevron Corp

Energy
44
+ 2.89%
$137.88 - $161.97 $6.07K - $7.13K
1.57K $230K
NVDA
Nvidia Corp

Technology
68
+ 0.38%
$98.91 - $134.91 $6.73K - $9.17K
17.8K $2.17M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
72
+ 0.39%
$11.03 - $18.11 $794 - $1.3K
18.6K $208K
QCOM
Qualcomm Inc

Technology
75
+ 3.41%
$156.12 - $209.64 $11.7K - $15.7K
2.27K $386K
GOOGL
Alphabet Inc.

Communication Services
19
+ 0.49%
$148.65 - $191.18 $2.82K - $3.63K
3.87K $642K
MRK
Merck & Co., Inc.

Healthcare
36
+ 0.5%
$111.15 - $128.97 $4K - $4.64K
7.28K $827K
Activity Summary
Buys All Purchases 90 New Holdings 15 Increased Positions 75 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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