Keudell Purchases in Q3 2024

Keudell

  • $366 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
217K
+ 56.95%
$33.67 - $37.71 $7.3M - $8.17M
597K $22.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.4K
+ 15.42%
$77.02 - $85.06 $2.57M - $2.84M
250K $21.1M
AAPL
Apple Inc.

Technology
2.73K
+ 4.03%
$207.23 - $234.82 $565K - $640K
70.3K $16.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
818
+ 0.51%
$117.9 - $128.2 $96.4K - $105K
161K $20.6M
XCEM
Columbia ETF Tr Ii

ETFs
33.1K
+ 39.09%
$30.17 - $33.79 $998K - $1.12M
118K $3.85M
HEQT
Simplify Exchange Traded Fds H
13.6K
+ 2.69%
$26.73 - $28.88 $363K - $392K
519K $15M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
17.2K
+ 24.38%
$28.1 - $29.89 $484K - $515K
87.9K $2.63M
USB
Us Bancorp \De\

Financial Services
1.15K
+ 1.68%
$39.04 - $47.23 $45K - $54.5K
69.9K $3.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.43K
+ 11.6%
$92.63 - $105.69 $318K - $363K
33K $3.44M
ORCL
Oracle Corp

Technology
726
+ 6.85%
$125.9 - $170.35 $91.4K - $124K
11.3K $1.93M
DEO
Diageo PLC

Consumer Defensive
2.65K
New
$120.02 - $140.77 $318K - $373K
2.65K $372K
PLD
Prologis, Inc.

Real Estate
2.83K
New
$111.95 - $132.43 $317K - $375K
2.83K $357K
BMY
Bristol Myers Squibb CO

Healthcare
1.46K
+ 6.86%
$39.66 - $51.75 $57.8K - $75.5K
22.7K $1.17M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.13K
New
$41.02 - $46.01 $252K - $282K
6.13K $279K
JNJ
Johnson & Johnson

Healthcare
901
+ 10.84%
$145.48 - $167.38 $131K - $151K
9.21K $1.49M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.43K
New
$57.22 - $80.08 $196K - $275K
3.43K $267K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
2.23K
New
$111.59 - $129.08 $249K - $288K
2.23K $264K
MMM
3 M CO

Industrials
1.9K
New
$99.69 - $139.42 $189K - $265K
1.9K $259K
IBM
International Business Machines Corp

Technology
27
+ 0.52%
$175.1 - $223.38 $4.73K - $6.03K
5.22K $1.15M
MS
Morgan Stanley

Financial Services
2.39K
New
$92.07 - $106.96 $220K - $255K
2.39K $248K
WDAY
Workday, Inc.

Technology
987
New
$207.75 - $264.68 $205K - $261K
987 $241K
COLB
Columbia Banking System, Inc.

Financial Services
8.94K
New
$19.13 - $26.99 $171K - $241K
8.94K $233K
CEG
Constellation Energy Corp

Utilities
887
New
$167.08 - $262.86 $148K - $233K
887 $230K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.23K
New
$91.37 - $101.65 $204K - $227K
2.23K $226K
SHW
Sherwin Williams CO

Basic Materials
586
New
$294.65 - $384.0 $173K - $225K
586 $223K
LOW
Lowes Companies Inc

Consumer Cyclical
820
New
$213.3 - $270.78 $175K - $222K
820 $222K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.03%
$453.41 - $572.44 $453 - $572
3.26K $1.86M
V
Visa Inc.

Financial Services
243
+ 2.06%
$253.74 - $291.56 $61.7K - $70.8K
12K $3.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.6K
New
$73.43 - $80.37 $191K - $209K
2.6K $208K
MCD
Mcdonalds Corp

Consumer Cyclical
685
New
$245.82 - $304.51 $168K - $209K
685 $208K
ARGX
Argenx Se

Healthcare
381
New
$434.22 - $551.9 $165K - $210K
381 $206K
PBA
Pembina Pipeline Corp

Energy
4.95K
New
$36.86 - $41.36 $182K - $205K
4.95K $204K
MSCI
Msci Inc.

Financial Services
349
New
$479.31 - $584.91 $167K - $204K
349 $203K
PLTR
Palantir Technologies Inc.

Technology
5.48K
New
$24.09 - $37.95 $132K - $208K
5.48K $203K
STX
Seagate Technology Holdings PLC

Technology
1.83K
New
$92.1 - $110.76 $168K - $202K
1.83K $200K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.49K
+ 13.8%
$41.9 - $48.26 $104K - $120K
20.5K $981K
SBUX
Starbucks Corp

Consumer Cyclical
61
+ 0.65%
$72.51 - $98.6 $4.42K - $6.01K
9.5K $925K
PEP
Pepsico Inc

Consumer Defensive
913
+ 30.73%
$161.9 - $179.3 $148K - $164K
3.88K $660K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.69K
+ 1.88%
$50.15 - $51.27 $85K - $86.9K
91.8K $4.71M
O
Realty Income Corp

Real Estate
428
+ 3.71%
$52.36 - $63.42 $22.4K - $27.1K
12K $758K
VDE
Vanguard Energy ETF

ETFs
2.47K
+ 7.57%
$117.44 - $131.06 $290K - $324K
35.1K $4.3M
XOM
Exxon Mobil Corp

Energy
345
+ 0.98%
$109.72 - $119.0 $37.9K - $41.1K
35.7K $4.18M
ENB
Enbridge Inc

Energy
277
+ 1.39%
$35.27 - $41.18 $9.77K - $11.4K
20.2K $821K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.88K
+ 40.53%
$31.18 - $33.5 $89.6K - $96.3K
9.97K $331K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11.9K
New
$8.26 - $12.16 $98.5K - $145K
11.9K $106K
NGG
National Grid PLC

Utilities
25
+ 0.32%
$57.14 - $70.48 $1.43K - $1.76K
7.81K $544K
SHOP
Shopify Inc.

Technology
602
+ 17.16%
$52.26 - $80.75 $31.5K - $48.6K
4.11K $329K
TRP
Tc Energy Corp

Energy
60
+ 0.62%
$37.48 - $47.9 $2.25K - $2.87K
9.74K $463K
QQQ
Invesco Qqq Trust, Series 1

ETFs
75
+ 1.28%
$434.77 - $502.96 $32.6K - $37.7K
5.93K $2.89M
Activity Summary
Buys All Purchases 90 New Holdings 24 Increased Positions 66 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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