Life Plan Financial, LLC Purchases and Sells in Q3 2024

Life Plan Financial, LLC

$117 Billion
Q3 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLP	1.71K + 1.83%	$76.04 - $76.04 $130K - $130K	94.7K $7.86B
CRM	1.82K + 27.44%	$238.42 - $276.53 $434K - $504K	8.46K $2.32B
XLB	1.87K + 3.57%	$86.95 - $97.09 $163K - $182K	54.3K $5.23B
PYPL	1.49K + 6.7%	$57.22 - $80.08 $85.3K - $119K	23.7K $1.85B
PANW	1.16K + 44.96%	$294.18 - $368.01 $341K - $427K	3.74K $1.28B
USB	6.29K + 32.97%	$39.04 - $47.23 $246K - $297K	25.4K $1.16B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBTJ	108K New	$21.22 - $22.22 $2.29M - $2.39M	108K $2.53B
NXPI	2.14K New	$225.14 - $290.78 $481K - $621K	2.14K $512M
CTVA	8.67K New	$50.72 - $58.78 $439K - $509K	8.67K $509M
CME	1.9K New	$193.43 - $220.62 $368K - $420K	1.9K $420M
JNJ	1.25K New	$145.48 - $167.38 $182K - $209K	1.25K $202M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QCOM	-2.56K - 51.1%	$156.12 - $209.64 $400K - $537K	2.45K $417M
AIG	-4.7K - 43.74%	$70.16 - $79.23 $330K - $372K	6.04K $443M
TER	-1.61K - 18.36%	$114.25 - $163.0 $184K - $263K	7.17K $961M
WFC	-5K - 41.45%	$51.58 - $60.97 $258K - $305K	7.07K $399M
ECL	-1.43K - 42.8%	$228.86 - $255.76 $326K - $365K	1.91K $487M
FIS	-3.93K - 27.59%	$72.8 - $85.04 $286K - $334K	10.3K $865M

Activity Summary All Purchases 43 New Holdings 5 Increased Positions 38 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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