Private Trust CO Na Incresed Positions in Q4 2024

Private Trust CO Na

  • $944 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
39.4K
+ 279.44%
$50.0 - $50.27 $1.97M - $1.98M
53.5K $2.68M
IVV
Ishares Core S&P 500 ETF

ETFs
2.61K
+ 13.32%
$570.51 - $610.59 $1.49M - $1.59M
22.2K $13.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.91K
+ 31.55%
$213.65 - $479.86 $407K - $915K
7.95K $3.21M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
24.6K
+ 199.56%
$55.73 - $66.16 $1.37M - $1.63M
37K $2.23M
PLTR
Palantir Technologies Inc.

Technology
10.4K
+ 175.71%
$36.46 - $82.38 $378K - $854K
16.3K $1.23M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.61K
+ 15.15%
$370.24 - $418.94 $598K - $676K
12.3K $4.92M
NFLX
Netflix Inc

Communication Services
243
+ 9.0%
$687.65 - $936.56 $167K - $228K
2.94K $2.62M
SPYG
Spdr Portfolio

ETFs
2.92K
+ 3.44%
$81.74 - $91.38 $239K - $267K
87.9K $7.73M
SJNK
Spdr Bloomberg Short Term High

ETFs
25.3K
+ 1348.67%
$25.09 - $25.69 $635K - $651K
27.2K $686K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.51K
+ 16.14%
$94.43 - $105.47 $426K - $475K
32.4K $3.29M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
12.7K
+ 67.43%
$50.06 - $55.0 $633K - $696K
31.4K $1.58M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.94K
+ 28.33%
$183.23 - $199.79 $539K - $588K
13.3K $2.47M
VTV
Vanguard Value ETF

ETFs
3.11K
+ 24.21%
$168.32 - $181.87 $523K - $565K
16K $2.7M
WFC
Wells Fargo & Company

Financial Services
1.22K
+ 4.92%
$54.98 - $77.35 $67.3K - $94.7K
26.1K $1.83M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.78K
+ 31.63%
$198.04 - $221.51 $353K - $395K
7.42K $1.56M
VO
Vanguard Mid Cap ETF

ETFs
1.61K
+ 27.12%
$261.5 - $284.63 $421K - $459K
7.55K $1.99M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
45.6K
+ 60.71%
$10.39 - $11.25 $474K - $513K
121K $1.26M
UBER
Uber Technologies, Inc

Technology
10.4K
+ 69.08%
$59.93 - $86.34 $622K - $896K
25.4K $1.53M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.09K
+ 128.58%
$119.61 - $136.3 $370K - $421K
5.5K $678K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.79K
+ 206.09%
$45.39 - $62.98 $263K - $364K
8.59K $487K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.41K
+ 74.03%
$55.86 - $60.21 $302K - $326K
12.7K $728K
GS
Goldman Sachs Group Inc

Financial Services
56
+ 1.61%
$486.1 - $608.57 $27.2K - $34.1K
3.54K $2.03M
RDVY
First Trust Rising Dividend Ac

ETFs
5.03K
+ 24.07%
$58.65 - $64.37 $295K - $324K
25.9K $1.53M
IBM
International Business Machines Corp

Technology
1.39K
+ 11.92%
$204.9 - $238.04 $284K - $330K
13K $2.86M
AVDE
American Centy ETF Tr Avantis

ETFs
5.71K
+ 50.95%
$60.9 - $66.69 $348K - $381K
16.9K $1.04M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.14K
+ 92.01%
$121.89 - $135.52 $261K - $290K
4.47K $558K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.03K
+ 9.64%
$91.29 - $91.8 $276K - $278K
34.4K $3.15M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.55K
+ 32.71%
$80.93 - $85.66 $287K - $304K
14.4K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
154
+ 0.98%
$521.84 - $558.82 $80.4K - $86.1K
15.9K $8.57M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.31K
+ 71.28%
$53.94 - $58.15 $232K - $251K
10.4K $583K
MUST
Columbia ETF Tr I Multi Sector

ETFs
12.7K
+ 82.51%
$20.25 - $20.87 $257K - $265K
28.1K $571K
ECL
Ecolab Inc.

Basic Materials
1.22K
+ 66.14%
$234.32 - $261.43 $286K - $319K
3.06K $717K
VB
Vanguard Small Cap ETF

ETFs
974
+ 26.53%
$233.76 - $261.58 $228K - $255K
4.65K $1.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
745
+ 135.45%
$311.11 - $335.64 $232K - $250K
1.3K $417K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.3K
+ 32.33%
$24.94 - $26.14 $283K - $296K
46.4K $1.16M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.03K
+ 59.58%
$38.37 - $42.82 $270K - $301K
18.8K $722K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.62K
+ 104.65%
$50.62 - $50.97 $234K - $235K
9.03K $457K
AXON
Axon Enterprise, Inc.

Industrials
354
+ 402.27%
$399.22 - $689.78 $141K - $244K
442 $262K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.04K
+ 35.96%
$201.32 - $217.44 $209K - $225K
3.92K $810K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.51K
+ 292.4%
$30.04 - $32.01 $195K - $208K
8.73K $274K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
739
+ 113.87%
$173.13 - $258.09 $128K - $191K
1.39K $320K
MCK
Mckesson Corp

Healthcare
87
+ 4.23%
$482.27 - $628.5 $42K - $54.7K
2.14K $1.22M
OKE
Oneok Inc

Energy
1.33K
+ 17.2%
$92.28 - $117.05 $123K - $156K
9.06K $909K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.59K
+ 14.36%
$46.48 - $51.32 $167K - $184K
28.6K $1.38M
SKYY
First Trust Cloud Computing Et

ETFs
1.49K
+ 135.45%
$99.98 - $130.46 $149K - $194K
2.59K $308K
FTHI
First Trust Exchange Traded Fd

ETFs
8.35K
+ 835.3%
$22.89 - $24.02 $191K - $201K
9.35K $217K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7.61K
+ 2258.46%
$25.06 - $25.59 $191K - $195K
7.95K $200K
CGCP
Capital Group Core Plus Income

ETFs
8.83K
+ 97.36%
$22.13 - $23.17 $195K - $204K
17.9K $396K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.89K
+ 7.52%
$29.73 - $30.81 $145K - $151K
70K $2.13M
Activity Summary
Buys All Purchases 869 New Holdings 180 Increased Positions 689 Sells All Sells 637 Reductions 637 Sold out 0 Options Calls 0 Puts 0
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