Lakeshore Financial Planning, Inc. Purchases and Sells in Q1 2025

Lakeshore Financial Planning, Inc.

  • $240 Billion
  • Q1 2025

Top Buys

Incresed Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
217K
+ 44.44%
$49.56 - $49.78 $10.8M - $10.8M
707K $35.1B
DIMENSIONAL ETF TRUST
13.3K
+ 2.28%
N/A
598K $18.3B
5.51K
+ 16.68%
$209.68 - $247.1 $1.15M - $1.36M
38.5K $8.55B
2.05K
+ 19.05%
$92.45 - $106.69 $189K - $219K
12.8K $1.19B
49
+ 0.61%
$80.96 - $92.96 $3.97K - $4.56K
8.11K $746M
1
+ 0.08%
$169.2 - $216.66 $169 - $217
1.33K $278M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
51.5K
New
$254.06 - $273.83 $13.1M - $14.1M
51.5K $13.6B
PGIM ETF TR
19.7K
New
N/A
19.7K $1.01B
721
New
$307.43 - $357.48 $222K - $258K
721 $223M
260
New
$725.72 - $929.72 $189K - $242K
260 $215M
4.64K
New
$37.81 - $46.49 $175K - $215K
4.64K $210M
1.07K
New
N/A
1.07K $207M
View all

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-149K
- 53.51%
$50.44 - $58.1 $7.5M - $8.64M
129K $6.65B
-140K
- 68.38%
$35.33 - $40.77 $4.96M - $5.73M
65K $2.56B
-5.1K
- 11.12%
$169.43 - $182.84 $865K - $933K
40.8K $7.06B
-87
- 0.24%
$507.05 - $563.67 $44.1K - $49K
36.8K $18.9B
-3.35K
- 8.53%
$102.49 - $119.96 $343K - $402K
35.9K $3.75B
-2.08K
- 19.91%
$225.19 - $279.95 $469K - $583K
8.38K $2.06B
View all
Activity Summary
Buys All Purchases 29 New Holdings 6 Increased Positions 23 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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