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
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.96K
+ 26.71%
$39.3 - $41.34 $116K - $122K
14K $553K
WHR
Whirlpool Corp

Consumer Cyclical
799
+ 405.58%
$99.28 - $124.45 $79.3K - $99.4K
996 $114K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.39K
+ 77.56%
$21.81 - $22.48 $95.6K - $98.6K
10K $219K
WSM
Williams Sonoma Inc

Consumer Cyclical
161
+ 8.21%
$129.13 - $198.21 $20.8K - $31.9K
2.12K $392K
DE
Deere & CO

Industrials
163
+ 7.09%
$389.45 - $466.0 $63.5K - $76K
2.46K $1.04M
CINF
Cincinnati Financial Corp

Financial Services
124
+ 1.51%
$132.86 - $160.16 $16.5K - $19.9K
8.36K $1.2M
HPE
Hewlett Packard Enterprise CO

Technology
3.25K
+ 30.07%
$19.31 - $23.95 $62.8K - $77.9K
14.1K $300K
PFFV
Global X Variable Rate Preferr

Technology
3.47K
+ 51.64%
$23.57 - $24.48 $81.8K - $85K
10.2K $240K
SCCO
Southern Copper Corp

Basic Materials
931
+ 306.25%
$91.13 - $117.95 $84.8K - $110K
1.24K $112K
USB
Us Bancorp \De\

Financial Services
699
+ 3.35%
$43.98 - $53.66 $30.7K - $37.5K
21.5K $1.03M
FNX
First Tr Mid Cap Core Alphadex

ETFs
672
+ 22.58%
$114.77 - $127.28 $77.1K - $85.5K
3.65K $422K
GVI
Ishares Tr

ETFs
878
+ 13.92%
$103.89 - $107.05 $91.2K - $94K
7.19K $749K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.83K
+ 100.45%
$19.42 - $19.76 $74.3K - $75.6K
7.64K $148K
EDOW
First Tr Exchange Traded Fd

ETFs
2K
+ 303.03%
$35.29 - $38.02 $70.6K - $76K
2.66K $96K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2K
+ 15.41%
$40.26 - $42.88 $80.5K - $85.8K
15K $606K
XLI
Industrial Sector Spdr

ETFs
760
+ 9.74%
$131.76 - $143.99 $100K - $109K
8.56K $1.13M
TW
Tradeweb Markets Inc.

Financial Services
124
+ 1.66%
$124.87 - $136.32 $15.5K - $16.9K
7.58K $991K
SCHW
Schwab Charles Corp

Financial Services
309
+ 6.11%
$63.31 - $82.85 $19.6K - $25.6K
5.37K $397K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.78K
+ 24.78%
$42.33 - $43.3 $75.5K - $77.2K
8.98K $382K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
151
+ 6.95%
$417.69 - $450.94 $63.1K - $68.1K
2.32K $988K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
500
+ 16.69%
$154.42 - $163.91 $77.2K - $82K
3.5K $541K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.58K
+ 40.67%
$24.94 - $25.74 $64.4K - $66.5K
8.94K $228K
AMP
Ameriprise Financial Inc

Financial Services
26
+ 2.99%
$473.15 - $574.01 $12.3K - $14.9K
896 $477K
ETR
Entergy Corp

Utilities
2.52K
+ 114.12%
$73.19 - $156.4 $185K - $394K
4.73K $358K
JPUS
Jpmorgan Diversified Return Us

ETFs
597
+ 1530.77%
$114.05 - $123.77 $68.1K - $73.9K
636 $72K
KCE
Spdr S&P Capital Markets ETF

ETFs
426
+ 58.52%
$124.2 - $148.51 $52.9K - $63.3K
1.15K $158K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.65K
+ 364.9%
$25.74 - $53.78 $93.9K - $196K
4.65K $120K
NFG
National Fuel Gas CO

Energy
1.09K
+ 102.55%
$58.89 - $64.23 $64K - $69.8K
2.15K $130K
QDPL
Pacer Fds Tr Metaurus Us Large
1.7K
+ 53.57%
$37.54 - $40.11 $63.7K - $68K
4.86K $186K
CME
Cme Group Inc.

Financial Services
110
+ 3.21%
$221.17 - $246.02 $24.3K - $27.1K
3.54K $822K
BDX
Becton Dickinson & CO

Healthcare
488
+ 15.09%
$220.02 - $243.75 $107K - $119K
3.72K $844K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14
+ 0.55%
$172.07 - $207.36 $2.41K - $2.9K
2.58K $508K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.31K
+ 43.31%
$20.08 - $20.61 $66.5K - $68.3K
11K $220K
RPV
Invesco Exchange Traded Fd Tr

ETFs
639
+ 16.01%
$87.41 - $97.21 $55.9K - $62.1K
4.63K $417K
DLR
Digital Realty Trust, Inc.

Real Estate
54
+ 1.58%
$156.46 - $195.69 $8.45K - $10.6K
3.47K $615K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
800
+ 800.0%
$73.49 - $86.09 $58.8K - $68.9K
900 $69K
CASY
Caseys General Stores Inc

Consumer Cyclical
50
+ 2.41%
$366.65 - $427.88 $18.3K - $21.4K
2.12K $840K
BMO
Bank Of Montreal

Financial Services
610
+ 245.97%
$89.75 - $103.39 $54.7K - $63.1K
858 $83K
EW
Edwards Lifesciences Corp

Healthcare
510
+ 17.4%
$64.54 - $75.92 $32.9K - $38.7K
3.44K $254K
SOFI
So Fi Technologies, Inc.

Financial Services
500
+ 7.14%
$7.63 - $16.88 $3.82K - $8.44K
7.5K $115K
SPMD
Spdr Portfolio

ETFs
1.09K
+ 4.97%
$54.13 - $59.56 $58.7K - $64.6K
22.9K $1.25M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.49K
+ 20.28%
$51.33 - $53.74 $76.2K - $79.8K
8.81K $453K
BKR
Baker Hughes CO

Energy
1.27K
+ 81.88%
$35.98 - $44.88 $45.8K - $57.2K
2.83K $116K
ISRG
Intuitive Surgical Inc

Healthcare
56
+ 5.85%
$471.27 - $550.62 $26.4K - $30.8K
1.01K $529K
JHMM
John Hancock Multifactor Mid C

ETFs
1.02K
+ 36.03%
$59.61 - $64.8 $60.7K - $66K
3.85K $229K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
500
+ 2000.0%
$119.34 - $127.78 $59.7K - $63.9K
525 $62K
IR
Ingersoll Rand Inc.

Industrials
761
+ 54.71%
$90.46 - $105.35 $68.8K - $80.2K
2.15K $194K
VOT
Vanguard Mid Cap Growth Index

ETFs
196
+ 22.61%
$241.48 - $274.89 $47.3K - $53.9K
1.06K $269K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
2.55K
+ 22.95%
$28.56 - $30.02 $72.9K - $76.6K
13.7K $391K
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
Track This Portfolio

Track Private Trust CO Na Portfolio

Follow Private Trust CO Na and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Trust CO Na, based on Form 13F filings with the SEC.

News

Stay updated on Private Trust CO Na with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email