Mc Kinley Carter Wealth Services, Inc. New Holdings in Q3 2024

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMBD
Global X Fds Emerging Mkts Bd

ETFs
12.5K
New
$22.3 - $23.68 $280K - $297K
12.5K $294K
SWK
Stanley Black & Decker, Inc.

Industrials
2.35K
New
$77.75 - $110.17 $182K - $259K
2.35K $258K
DVY
Ishares Tr

ETFs
1.84K
New
$119.99 - $135.74 $220K - $249K
1.84K $247K
ES
Eversource Energy

Utilities
3.31K
New
$56.52 - $68.38 $187K - $227K
3.31K $225K
TT
Trane Technologies PLC

Industrials
550
New
$314.21 - $388.71 $173K - $214K
550 $213K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.5K
New
$76.07 - $83.33 $190K - $208K
2.5K $208K
SYK
Stryker Corp

Healthcare
575
New
$315.94 - $371.96 $182K - $214K
575 $207K
ED
Consolidated Edison Inc

Utilities
1.97K
New
$88.42 - $104.97 $174K - $207K
1.97K $205K
VV
Vanguard Large Cap ETF

ETFs
776
New
$236.92 - $263.4 $184K - $204K
776 $204K
Grayscale Bitcoin Mini Tr Bt
33K
New
N/A
33K $0
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 1
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