Elser Financial Planning, Inc Purchases and Sells in Q3 2024

Elser Financial Planning, Inc

$68.9 Billion
Q3 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	297 + 1.19%	$207.23 - $234.82 $61.5K - $69.7K	25.3K $5.9B
SCHX	5.15K + 12.51%	$61.11 - $67.85 $315K - $350K	46.4K $3.15B
VEA	5.35K + 54.17%	$47.6 - $53.31 $255K - $285K	15.2K $804M
SCHA	1.03K + 1.65%	$46.9 - $51.96 $48.5K - $53.7K	63.9K $3.29B
LLY	708 + 3.7%	$772.14 - $960.02 $547K - $680K	19.8K $17.6B
SCHF	443 + 0.78%	$36.98 - $41.55 $16.4K - $18.4K	57.4K $2.36B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	6.27K New	$145.48 - $167.38 $911K - $1.05M	6.27K $1.02B
SCHG	5.3K New	$92.63 - $105.69 $491K - $560K	5.3K $552M
VANGUARD MUN BD FDS	3.53K New	N/A	3.53K $357M
VXUS	4.8K New	$58.03 - $65.37 $278K - $313K	4.8K $310M
HD	615 New	$333.64 - $405.2 $205K - $249K	615 $249M
VNQI	4.84K New	$40.45 - $47.24 $196K - $228K	4.84K $227M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	-3.08M - 99.04%	$41.34 - $43.55 $127M - $134M	29.8K $1.29B
DFUS	-927K - 95.59%	$56.04 - $62.2 $51.9M - $57.7M	42.8K $2.66B
DFAS	-783K - 97.58%	$59.25 - $65.33 $46.4M - $51.2M	19.5K $1.26B
DFUV	-945K - 99.23%	$38.51 - $41.69 $36.4M - $39.4M	7.33K $305M
DFAX	-529K - 95.95%	$24.29 - $27.25 $12.8M - $14.4M	22.3K $602M
DFIV	-5.92K - 43.19%	$34.66 - $38.38 $205K - $227K	7.79K $297M

Activity Summary All Purchases 43 New Holdings 8 Increased Positions 35 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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