Wood Trust Financial Corp Reduced Holdings in Q3 2024

Wood Trust Financial Corp

  • $694 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
-46.2K
- 91.65%
$72.8 - $85.04 $3.37M - $3.93M
4.21K $352K
XLV
Select Sector Spdr Fund Health

ETFs
-17.4K
- 41.33%
$143.3 - $157.24 $2.49M - $2.73M
24.7K $3.8M
BMO
Bank Of Montreal

Financial Services
-25K
- 90.21%
$79.1 - $90.77 $1.98M - $2.27M
2.71K $244K
VTI
Vanguard Total Stock Market Et

ETFs
-8.42K
- 37.99%
$255.18 - $283.2 $2.15M - $2.38M
13.7K $3.89M
SCHW
Schwab Charles Corp

Financial Services
-15.1K
- 47.9%
$61.74 - $76.08 $935K - $1.15M
16.5K $1.07M
DXCM
Dexcom Inc

Healthcare
-1.75K
- 13.93%
$64.0 - $116.06 $112K - $203K
10.8K $724K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-10.6K
- 61.24%
$57.32 - $62.65 $609K - $666K
6.73K $419K
LLY
Eli Lilly & CO

Healthcare
-416
- 17.69%
$772.14 - $960.02 $321K - $399K
1.94K $1.71M
ROK
Rockwell Automation, Inc

Industrials
-1.27K
- 17.05%
$248.27 - $294.37 $315K - $374K
6.18K $1.66M
META
Meta Platforms, Inc.

Communication Services
-732
- 44.55%
$453.41 - $572.44 $332K - $419K
911 $521K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-713
- 12.18%
$434.77 - $502.96 $310K - $359K
5.14K $2.51M
BMY
Bristol Myers Squibb CO

Healthcare
-7.97K
- 58.11%
$39.66 - $51.75 $316K - $412K
5.74K $297K
Ge Vernova Inc Com
-39
- 2.86%
N/A
1.32K $0
SEOAY
Stora Enso Oyj

Basic Materials
-7.5K
- 8.57%
$11.47 - $14.32 $86K - $107K
80K $1.02M
NVDA
Nvidia Corp

Technology
-1.02K
- 8.63%
$98.91 - $134.91 $101K - $137K
10.8K $1.31M
LRCX
Lam Research Corp

Technology
-20
- 4.98%
$731.56 - $1127.3 $14.6K - $22.5K
382 $311K
UBER
Uber Technologies, Inc

Technology
-1.75K
- 6.87%
$58.48 - $77.47 $102K - $136K
23.7K $1.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1K
- 18.74%
$105.53 - $118.34 $106K - $118K
4.34K $507K
ORCL
Oracle Corp

Technology
-1.05K
- 25.2%
$125.9 - $170.35 $132K - $179K
3.12K $531K
PG
Procter & Gamble CO

Consumer Defensive
-735
- 8.72%
$160.76 - $177.82 $118K - $131K
7.69K $1.33M
ASB
Associated Banc Corp

Financial Services
-1.65K
- 9.31%
$20.07 - $23.95 $33.2K - $39.6K
16.1K $347K
V
Visa Inc.

Financial Services
-270
- 7.42%
$253.74 - $291.56 $68.5K - $78.7K
3.37K $926K
VIG
Vanguard Dividend Appreciation

ETFs
-80
- 4.84%
$182.15 - $182.15 $14.6K - $14.6K
1.57K $286K
KMB
Kimberly Clark Corp

Consumer Defensive
-175
- 4.29%
$135.05 - $148.35 $23.6K - $26K
3.9K $554K
VZ
Verizon Communications Inc

Communication Services
-741
- 9.74%
$38.89 - $45.0 $28.8K - $33.3K
6.87K $308K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-100
- 1.63%
$138.82 - $162.76 $13.9K - $16.3K
6.05K $984K
KO
Coca Cola CO

Consumer Defensive
-415
- 3.7%
$62.69 - $73.01 $26K - $30.3K
10.8K $775K
GE
General Electric CO

Industrials
-74
- 1.36%
$156.66 - $189.66 $11.6K - $14K
5.39K $1.02M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.19K
- 7.55%
$150.01 - $182.29 $179K - $217K
14.6K $2.65M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-634
- 1.32%
$58.03 - $65.37 $36.8K - $41.4K
47.2K $3.06M
ECL
Ecolab Inc.

Basic Materials
-50
- 0.46%
$228.86 - $255.76 $11.4K - $12.8K
10.9K $2.78M
IBM
International Business Machines Corp

Technology
-265
- 4.28%
$175.1 - $223.38 $46.4K - $59.2K
5.92K $1.31M
EVH
Evolent Health, Inc.

Healthcare
-3.5K
- 7.58%
$18.41 - $32.97 $64.4K - $115K
42.7K $1.21M
AAPL
Apple Inc.

Technology
-2.57K
- 2.61%
$207.23 - $234.82 $532K - $602K
95.6K $22.3M
Activity Summary
Buys All Purchases 95 New Holdings 28 Increased Positions 67 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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