Partners In Financial Planning Purchases in Q4 2024

Partners In Financial Planning

  • $490 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
4.05K
New
$46.37 - $59.74 $188K - $242K
4.05K $219M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.34K
New
$160.89 - $176.18 $216K - $236K
1.34K $217M
UNH
Unitedhealth Group Inc

Healthcare
421
New
$485.52 - $625.25 $204K - $263K
421 $213M
PEP
Pepsico Inc

Consumer Defensive
1.4K
New
$151.29 - $176.1 $212K - $246K
1.4K $213M
IWN
Ishares Russell2000 Val ETF

ETFs
1.27K
New
$162.69 - $181.35 $206K - $230K
1.27K $208M
ICF
Ishares Tr

ETFs
3.45K
New
$58.8 - $66.61 $203K - $230K
3.45K $208M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
485
New
$417.69 - $450.94 $203K - $219K
485 $207M
Activity Summary
Buys All Purchases 107 New Holdings 107 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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