Essential Planning, Llc. Purchases and Sells in Q3 2024

Essential Planning, Llc.

$243 Million
Q3 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	16.4K + 2.43%	$71.45 - $75.64 $1.17M - $1.24M	690K $51.9M
DFAU	14.1K + 1.15%	$35.8 - $39.69 $504K - $559K	1.24M $49.2M
DFAI	11K + 2.21%	$28.69 - $32.06 $316K - $353K	509K $16.2M
VTI	417 + 0.81%	$255.18 - $283.2 $106K - $118K	52K $14.7M
DFAC	13.5K + 30.62%	$31.05 - $34.29 $421K - $464K	57.8K $1.98M
FREL	563 + 0.45%	$25.07 - $29.94 $14.1K - $16.9K	127K $3.73M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	962 New	$517.38 - $573.86 $498K - $552K	962 $552K
VEA	7.06K New	$47.6 - $53.31 $336K - $377K	7.06K $373K
FBND	6.99K New	$44.65 - $47.21 $312K - $330K	6.99K $326K
DFIC	10.6K New	$25.36 - $28.37 $270K - $301K	10.6K $299K
ITOT	2.05K New	$113.41 - $125.62 $233K - $258K	2.05K $257K
META	439 New	$453.41 - $572.44 $199K - $251K	439 $251K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-1.26K - 10.28%	$772.14 - $960.02 $974K - $1.21M	11K $9.75M
IBTE	-8.14K - 3.67%	$23.88 - $24.01 $194K - $195K	214K $5.13M
IBTF	-2.52K - 1.91%	$23.13 - $23.43 $58.4K - $59.1K	130K $3.04M
IBTG	-2.35K - 4.28%	$22.55 - $23.1 $53.1K - $54.4K	52.6K $1.21M
STPZ	-836 - 3.2%	$51.45 - $52.96 $43K - $44.3K	25.3K $1.34M
VCSH	-334 - 3.68%	$76.94 - $79.54 $25.7K - $26.6K	8.75K $694K

Activity Summary All Purchases 36 New Holdings 12 Increased Positions 24 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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