Greenleaf Trust New Holdings in Q4 2024

Greenleaf Trust

  • $10.9 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
116K
New
$104.94 - $106.2 $12.2M - $12.3M
116K $12.2M
MUB
Ishares National Muni Bond ETF

ETFs
47.1K
New
$105.78 - $108.7 $4.98M - $5.12M
47.1K $5.01M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
36.3K
New
$40.95 - $43.46 $1.48M - $1.58M
36.3K $1.49M
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
38.6K
New
$38.16 - $40.7 $1.47M - $1.57M
38.6K $1.48M
UFPI
Ufp Industries Inc

Basic Materials
3.77K
New
$112.19 - $139.02 $423K - $524K
3.77K $424K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.7K
New
$57.53 - $60.83 $328K - $347K
5.7K $327K
IYK
Ishares U.S. Consumer Staples

ETFs
4.98K
New
$65.32 - $70.92 $325K - $353K
4.98K $326K
CHK
Chesapeake Energy Corp

Energy
3.52K
New
$81.46 - $87.57 $287K - $308K
3.52K $301K
KD
Kyndryl Holdings, Inc.

Technology
8.56K
New
$22.43 - $35.79 $192K - $306K
8.56K $296K
APP
App Lovin Corp

Technology
843
New
$130.67 - $401.5 $110K - $338K
843 $272K
PAYC
Paycom Software, Inc.

Technology
1.15K
New
$159.94 - $240.25 $183K - $275K
1.15K $234K
ONB
Old National Bancorp

Financial Services
10.6K
New
$17.94 - $23.23 $191K - $247K
10.6K $230K
GATX
Gatx Corp

Industrials
1.47K
New
$128.5 - $165.82 $189K - $244K
1.47K $227K
DOCS
Doximity, Inc.

Healthcare
4.26K
New
$41.25 - $61.25 $176K - $261K
4.26K $227K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4K
New
$53.94 - $58.15 $216K - $233K
4K $225K
DTM
Dt Midstream, Inc.

Energy
2.26K
New
$78.85 - $108.56 $178K - $245K
2.26K $224K
HQY
Healthequity, Inc.

Healthcare
2.23K
New
$78.18 - $104.65 $174K - $234K
2.23K $214K
PTC
Ptc Inc.

Technology
1.16K
New
$175.97 - $201.89 $204K - $235K
1.16K $213K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.49K
New
$60.13 - $67.31 $210K - $235K
3.49K $211K
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.23K
New
$63.58 - $71.15 $205K - $230K
3.23K $210K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.13K
New
$78.5 - $102.01 $167K - $217K
2.13K $210K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.35K
New
$83.95 - $99.75 $197K - $234K
2.35K $209K
MASI
Masimo Corp

Healthcare
1.26K
New
$132.43 - $177.7 $166K - $223K
1.26K $207K
RL
Ralph Lauren Corp

Consumer Cyclical
893
New
$192.23 - $233.41 $172K - $208K
893 $206K
DSGX
Descartes Systems Group Inc

Technology
1.81K
New
$100.21 - $121.37 $181K - $220K
1.81K $205K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.58K
New
$109.06 - $140.54 $172K - $222K
1.58K $204K
TPL
Texas Pacific Land Corp

Energy
183
New
$915.49 - $1730.0 $168K - $317K
183 $202K
EPAM
Epam Systems, Inc.

Technology
972
New
N/A
972 $180K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
20.7K
New
$6.08 - $6.83 $126K - $141K
20.7K $134K
PGRE
Paramount Group, Inc.

Real Estate
12.7K
New
$4.64 - $5.36 $58.9K - $68K
12.7K $62K
Arista Networks Inc
61.2K
New
N/A
61.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
12.5K
New
N/A
12.5K $0
Lam Research Corp
53.9K
New
N/A
53.9K $0
Blackrock Inc
6.96K
New
N/A
6.96K $0
Te Connectivity LTD
9.61K
New
N/A
9.61K $0
Activity Summary
Buys All Purchases 473 New Holdings 36 Increased Positions 437 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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