Life Plan Investment Advisors, Inc. Sells in Q3 2024

Life Plan Investment Advisors, Inc.

  • $156 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-3.95K
- 36.2%
$57.74 - $59.13 $228K - $233K
6.96K $411M
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.03K
- 26.67%
$32.34 - $35.85 $98.1K - $109K
8.34K $295M
GOOGL
Alphabet Inc.

Communication Services
-132
- 5.09%
$148.65 - $191.18 $19.6K - $25.2K
2.46K $408M
NVDA
Nvidia Corp

Technology
-136
- 1.47%
$98.91 - $134.91 $13.5K - $18.3K
9.11K $1.11B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-459
- 10.0%
$97.81 - $108.79 $44.9K - $49.9K
4.13K $449M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-879
- 7.94%
$56.29 - $62.74 $49.5K - $55.1K
10.2K $639M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-1.14K
- 4.34%
$40.44 - $42.71 $46K - $48.6K
25K $1.06B
IEMG
Ishares Inc

ETFs
-1.39K
- 6.39%
$53.64 - $53.64 $74.5K - $74.5K
20.3K $1.17B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-194
- 2.57%
$46.18 - $48.92 $8.96K - $9.49K
7.36K $357M
XOM
Exxon Mobil Corp

Energy
-22
- 0.46%
$109.72 - $119.0 $2.41K - $2.62K
4.76K $558M
MA
Mastercard Inc

Financial Services
-14
- 3.0%
$429.6 - $500.99 $6.01K - $7.01K
452 $223M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-190
- 0.8%
$22.51 - $23.92 $4.28K - $4.54K
23.5K $559M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-169
- 2.84%
$89.91 - $101.33 $15.2K - $17.1K
5.79K $568M
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 3.42%
$333.64 - $405.2 $10K - $12.2K
846 $343M
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 3.22%
$801.83 - $917.05 $10.4K - $11.9K
391 $346M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-188
- 0.61%
$92.63 - $105.69 $17.4K - $19.9K
30.7K $3.2B
IDEV
Ishares Core Msci Intl Develop

ETFs
-344
- 1.49%
$63.46 - $71.43 $21.8K - $24.6K
22.7K $1.61B
AAPL
Apple Inc.

Technology
-96
- 1.11%
$207.23 - $234.82 $19.9K - $22.5K
8.56K $1.99B
IAU
Ishares Gold Trust

ETFs
-4.59K
- 6.21%
$44.06 - $50.5 $202K - $232K
69.3K $3.44B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-5.45K
- 8.11%
$43.67 - $51.82 $238K - $282K
61.8K $3.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-477
- 2.44%
$475.2 - $527.7 $227K - $252K
19.1K $10.1B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.67K
- 1.99%
$19.78 - $23.53 $52.8K - $62.8K
131K $3.04B
VNQI
Vanguard Global Ex U.S. Real

ETFs
-69
- 0.11%
$40.45 - $47.24 $2.79K - $3.26K
65.3K $3.06B
VOE
Vanguard Mid Cap Value Index F

ETFs
-18
- 0.07%
$149.02 - $167.67 $2.68K - $3.02K
24.7K $4.14B
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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