Parkside Financial Bank & Trust Incresed Positions in Q3 2024

Parkside Financial Bank & Trust

  • $702 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
19.7K
+ 65.35%
$295.44 - $355.81 $5.81M - $7M
49.7K $17.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
56.3K
+ 21.74%
$76.07 - $83.33 $4.29M - $4.69M
315K $26.3M
AAPL
Apple Inc.

Technology
2.76K
+ 1.64%
$207.23 - $234.82 $572K - $649K
171K $39.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
38.7K
+ 17.19%
$85.48 - $98.39 $3.31M - $3.8M
264K $25.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
34.9K
+ 24.41%
$74.26 - $78.84 $2.59M - $2.75M
178K $13.9M
TPYP
Managed Portfolio Ser Tortoise

ETFs
84.7K
+ 139.51%
$28.68 - $32.0 $2.43M - $2.71M
145K $4.57M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.7K
+ 5.51%
$173.36 - $189.8 $987K - $1.08M
109K $20.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
23.7K
+ 17.45%
$76.38 - $78.87 $1.81M - $1.87M
160K $12.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.2K
+ 12.54%
$75.32 - $84.37 $1.07M - $1.2M
128K $10.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.43K
+ 184.65%
$434.77 - $502.96 $1.49M - $1.72M
5.29K $2.58M
TSLA
Tesla, Inc.

Consumer Cyclical
997
+ 6.64%
$191.76 - $263.26 $191K - $262K
16K $4.19M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 5.75%
$475.2 - $527.7 $557K - $618K
21.6K $11.4M
VTI
Vanguard Total Stock Market Et

ETFs
3.28K
+ 53.98%
$255.18 - $283.2 $837K - $929K
9.35K $2.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
507
+ 2.67%
$517.38 - $573.86 $262K - $291K
19.5K $11.2M
WMT
Walmart Inc.

Consumer Defensive
1.28K
+ 2.32%
$66.91 - $81.4 $85.3K - $104K
56.3K $4.55M
IWM
Ishares Russell 2000 ETF

ETFs
512
+ 1.41%
$200.87 - $224.6 $103K - $115K
36.9K $8.16M
HD
Home Depot, Inc.

Consumer Cyclical
355
+ 3.84%
$333.64 - $405.2 $118K - $144K
9.6K $3.89M
AVGO
Broadcom Inc.

Technology
15.9K
+ 1078.18%
$136.27 - $1745.86 $2.16M - $27.7M
17.3K $2.99M
UNH
Unitedhealth Group Inc

Healthcare
321
+ 5.79%
$488.01 - $604.18 $157K - $194K
5.86K $3.43M
VB
Vanguard Small Cap ETF

ETFs
2.15K
+ 61.16%
$214.77 - $237.72 $463K - $512K
5.68K $1.35M
VNQ
Vanguard Specialized Funds Van

ETFs
4.31K
+ 40.1%
$82.97 - $98.97 $358K - $427K
15.1K $1.47M
NEE
Nextera Energy Inc

Utilities
1.95K
+ 7.1%
$69.9 - $84.97 $136K - $166K
29.4K $2.49M
ABBV
Abb Vie Inc.

Healthcare
594
+ 3.64%
$163.84 - $199.33 $97.3K - $118K
16.9K $3.34M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.09K
+ 7.48%
$117.9 - $128.2 $246K - $267K
30K $3.84M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
880
+ 7.07%
$256.4 - $289.78 $226K - $255K
13.3K $3.78M
AXP
American Express CO

Financial Services
582
+ 6.72%
$225.92 - $271.17 $131K - $158K
9.25K $2.51M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.97K
+ 6.14%
$60.13 - $68.17 $179K - $203K
51.4K $3.48M
VEA
Vanguard Ftse Developed Market

ETFs
7.41K
+ 26.4%
$47.6 - $53.31 $353K - $395K
35.5K $1.87M
ITM
Vaneck Intermediate Muni ETF

ETFs
8.93K
+ 17.9%
$45.67 - $47.0 $408K - $420K
58.9K $2.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.23K
+ 139.77%
$77.02 - $85.06 $403K - $445K
8.98K $758K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.05K
+ 5.46%
$81.17 - $90.77 $166K - $186K
39.6K $3.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.9K
+ 2.53%
$58.03 - $65.37 $110K - $124K
77.2K $5M
VTWG
Vanguard Russell 2000 Growth E

ETFs
1.77K
+ 32.2%
$186.75 - $211.16 $330K - $373K
7.26K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
890
+ 2.92%
$194.9 - $224.8 $173K - $200K
31.4K $6.61M
PAA
Plains All American Pipeline LP

Energy
24.8K
+ 286.85%
$17.0 - $19.03 $422K - $472K
33.5K $581K
VTWV
Vanguard Russell 2000 Value Et

ETFs
2.18K
+ 28.38%
$132.06 - $150.96 $288K - $330K
9.88K $1.45M
WES
Western Midstream Partners, LP

Energy
12K
+ 44.0%
$36.59 - $42.74 $440K - $514K
39.4K $1.51M
EEM
Ishares Msci Emerging Markets

ETFs
8.49K
+ 93.61%
$40.42 - $46.7 $343K - $397K
17.6K $805K
CAT
Caterpillar Inc

Industrials
214
+ 3.81%
$316.8 - $391.12 $67.8K - $83.7K
5.83K $2.28M
EFV
Msci Eafe Value ETF

ETFs
1.31K
+ 1.85%
$51.72 - $57.96 $67.8K - $76K
72.3K $4.16M
RTX
Raytheon Technologies Corp

Industrials
1.1K
+ 8.75%
$99.55 - $123.34 $109K - $135K
13.6K $1.65M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
8.71K
+ 41.08%
$38.33 - $42.48 $334K - $370K
29.9K $1.26M
LMT
Lockheed Martin Corp

Industrials
202
+ 9.52%
$460.3 - $584.56 $93K - $118K
2.32K $1.36M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.98K
+ 160.76%
$149.02 - $167.67 $295K - $332K
3.21K $538K
IEFA
Ishares Tr

ETFs
25
+ 0.04%
$70.09 - $78.74 $1.75K - $1.97K
63.9K $4.99M
XOM
Exxon Mobil Corp

Energy
2.28K
+ 8.34%
$109.72 - $119.0 $250K - $272K
29.6K $3.47M
EFG
Msci Eafe Growth ETF

ETFs
1.03K
+ 2.93%
$96.84 - $108.77 $100K - $112K
36.4K $3.92M
JNJ
Johnson & Johnson

Healthcare
146
+ 0.85%
$145.48 - $167.38 $21.2K - $24.4K
17.3K $2.8M
PANW
Palo Alto Networks Inc

Technology
850
+ 71.61%
$294.18 - $368.01 $250K - $313K
2.04K $696K
Activity Summary
Buys All Purchases 904 New Holdings 124 Increased Positions 780 Sells All Sells 539 Reductions 539 Sold out 0 Options Calls 0 Puts 1
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