Kuhn & CO Investment Counsel New Holdings in Q3 2024

Kuhn & CO Investment Counsel

  • $117 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.4K
New
$54.98 - $59.51 $297K - $321K
5.4K $321M
FSMD
Fidelity Covington Tr Small Mi

ETFs
6.29K
New
$37.22 - $41.47 $234K - $261K
6.29K $260M
HCA
Hca Healthcare, Inc.

Healthcare
591
New
$315.12 - $406.43 $186K - $240K
591 $240M
ZTS
Zoetis Inc.

Healthcare
1.09K
New
$172.58 - $196.48 $187K - $213K
1.09K $212M
XEL
Xcel Energy Inc

Utilities
3.16K
New
$52.11 - $65.3 $165K - $206K
3.16K $206M
Activity Summary
Buys All Purchases 41 New Holdings 5 Increased Positions 36 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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