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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.77K
+ 17.85%
$50.37 - $50.6 $190K - $191K
24.9K $1.25M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.02K
+ 26.66%
$46.94 - $51.62 $142K - $156K
14.4K $717K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.08K
+ 17.04%
$90.66 - $99.46 $189K - $207K
14.3K $1.3M
FTSL
First Trust Senior Ln Fund

ETFs
3.76K
+ 65.31%
$45.9 - $46.48 $172K - $175K
9.51K $439K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.59K
+ 24.0%
$34.49 - $39.24 $124K - $141K
18.6K $689K
VUG
Vanguard Growth ETF

ETFs
150
+ 3.71%
$378.79 - $428.11 $56.8K - $64.2K
4.19K $1.72M
FLMI
Franklin Dynamic Municipal Bon

ETFs
7.04K
+ 108.71%
$24.42 - $25.06 $172K - $176K
13.5K $330K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.73K
+ 5.31%
$66.77 - $71.52 $116K - $124K
34.3K $2.37M
IWP
Ishares Russell Mid Cap Growth

ETFs
450
+ 3.95%
$116.4 - $138.52 $52.4K - $62.3K
11.9K $1.5M
VST
Vistra Corp.

Utilities
1.09K
+ 168.83%
$115.74 - $166.61 $127K - $182K
1.74K $240K
SNOW
Snowflake Inc.

Technology
1.01K
+ 1570.31%
$109.65 - $186.51 $110K - $187K
1.07K $165K
SPG
Simon Property Group Inc

Real Estate
874
+ 41.54%
$167.23 - $183.84 $146K - $161K
2.98K $512K
EMR
Emerson Electric CO

Industrials
44
+ 0.42%
$108.13 - $134.33 $4.76K - $5.91K
10.4K $1.29M
FLEX
Flex Ltd.

Technology
261
+ 0.91%
$32.52 - $41.3 $8.49K - $10.8K
29.1K $1.12M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.82K
+ 13.56%
$35.45 - $40.33 $171K - $194K
40.3K $1.45M
MRVL
Marvell Technology, Inc.

Technology
97
+ 2.66%
$70.31 - $124.78 $6.82K - $12.1K
3.74K $413K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.71K
+ 82.81%
$79.95 - $89.42 $137K - $153K
3.78K $315K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.93K
+ 28.27%
$50.73 - $51.08 $149K - $150K
13.3K $675K
FTC
First Tr Lge Cap Growth

ETFs
962
+ 53.71%
$130.13 - $149.09 $125K - $143K
2.75K $379K
ETN
Eaton Corp PLC

Industrials
412
+ 5.46%
$326.96 - $377.52 $135K - $156K
7.96K $2.64M
FTCS
First Trust Capital Strength E

ETFs
2.06K
+ 15.16%
$87.62 - $94.03 $180K - $193K
15.6K $1.37M
XLY
Select Sector Spdr Consumer Di

ETFs
352
+ 14.37%
$194.8 - $239.43 $68.6K - $84.3K
2.8K $628K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.57%
$4100.99 - $5300.34 $4.1K - $5.3K
176 $874K
COIN
Coinbase Global, Inc.

Technology
500
+ 390.63%
$163.17 - $343.62 $81.6K - $172K
628 $155K
VRT
Vertiv Holdings CO

Industrials
1.49K
+ 67.71%
N/A
3.69K $320K
CGDV
Capital Group Divid Value ETF

ETFs
4.18K
+ 24.71%
$35.16 - $37.12 $147K - $155K
21.1K $743K
VIG
Vanguard Dividend Appreciation

ETFs
699
+ 6.62%
N/A
11.3K $2.05M
MGC
Vanguard Mega Cap ETF

ETFs
511
+ 18.88%
$204.21 - $220.18 $104K - $113K
3.22K $684K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.24K
+ 77.63%
$89.97 - $98.59 $112K - $122K
2.84K $270K
TDG
Trans Digm Group Inc

Industrials
122
+ 59.8%
$1239.0 - $1442.53 $151K - $176K
326 $413K
NOW
Service Now, Inc.

Technology
57
+ 15.24%
$867.18 - $1148.42 $49.4K - $65.5K
431 $456K
HYG
Ishares Tr

ETFs
1.65K
+ 29.89%
$78.09 - $80.04 $128K - $132K
7.15K $562K
TMUS
T Mobile Us, Inc.

Communication Services
37
+ 0.48%
$206.1 - $246.94 $7.63K - $9.14K
7.73K $1.71M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.31K
+ 6.71%
$44.33 - $49.55 $147K - $164K
52.6K $2.36M
MGK
Vanguard Mega Cap Growth ETF

ETFs
321
+ 104.56%
$316.94 - $357.88 $102K - $115K
628 $215K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
3.78K
+ 116.62%
$28.3 - $30.67 $107K - $116K
7.03K $206K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.67K
+ 8.51%
$77.23 - $82.11 $129K - $137K
21.3K $1.66M
PNC
Pnc Financial Services Group, Inc.

Financial Services
178
+ 1.79%
$178.39 - $215.0 $31.8K - $38.3K
10.1K $1.95M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.62K
+ 15.95%
$50.02 - $51.24 $131K - $134K
19.1K $956K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.32K
+ 988.51%
$46.9 - $50.96 $109K - $118K
2.56K $121K
PANW
Palo Alto Networks Inc

Technology
4.4K
+ 101.62%
$181.96 - $405.9 $801K - $1.79M
8.73K $1.59M
IAU
Ishares Gold Trust

ETFs
2.22K
+ 13.7%
$48.37 - $52.65 $107K - $117K
18.4K $912K
XLK
Technology Sector Spdr

ETFs
176
+ 1.83%
$220.26 - $241.44 $38.8K - $42.5K
9.79K $2.28M
CGGO
Capital Group Global Growth Eq

ETFs
3.73K
+ 112.79%
$29.21 - $30.67 $109K - $114K
7.04K $205K
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.31K
+ 102.73%
$30.18 - $33.87 $100K - $112K
6.54K $201K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
2.67K
+ 2495.33%
$37.46 - $43.08 $100K - $115K
2.78K $105K
EXPE
Expedia Group, Inc.

Consumer Cyclical
304
+ 27.69%
$146.47 - $191.01 $44.5K - $58.1K
1.4K $261K
BK
Bank Of New York Mellon Corp

Financial Services
866
+ 13.96%
$70.82 - $81.87 $61.3K - $70.9K
7.07K $543K
FXR
First Trust Industrials/Produc

ETFs
1.31K
+ 99.7%
$74.81 - $83.27 $98.1K - $109K
2.63K $196K
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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