Asset Planning Corporation Closed Holding Positions

Asset Planning Corporation

  • $136 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RF
Regions Financial Corp

Financial Services
Q1 2022 Filed on May 13, 2022
10,166
$21.26 - $25.41 $216K - $258K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on May 13, 2022
1,338
$191.52 - $225.32 $256K - $301K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q3 2021 Filed on Nov 16, 2021
3,073
N/A
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q1 2021 Filed on May 17, 2021
284
N/A
TSLA
Tesla, Inc.

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
115
$563.0 - $883.09 $64.7K - $102K
ABBV
Abb Vie Inc.

Healthcare
Q1 2021 Filed on May 17, 2021
829
$102.3 - $112.62 $84.8K - $93.4K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2021 Filed on May 17, 2021
840
N/A
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
Q1 2021 Filed on May 17, 2021
1,245
N/A
BMY
Bristol Myers Squibb CO

Healthcare
Q1 2021 Filed on May 17, 2021
1,661
$59.34 - $66.74 $98.6K - $111K
TXN
Texas Instruments Inc

Technology
Q1 2021 Filed on May 17, 2021
646
$162.11 - $188.99 $105K - $122K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2021 Filed on May 17, 2021
788
N/A
AIVI
Kemiao Garment Holding Group

ETFs
Q1 2021 Filed on May 17, 2021
2,937
$40.66 - $43.21 $119K - $127K
BAC
Bank Of America Corp

Financial Services
Q1 2021 Filed on May 17, 2021
4,118
$29.65 - $38.99 $122K - $161K
VUG
Vanguard Growth ETF

ETFs
Q1 2021 Filed on May 17, 2021
503
N/A
VBK
Vanguard Small Cap Growth ETF

ETFs
Q1 2021 Filed on May 17, 2021
504
N/A
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on May 17, 2021
2,011
$74.85 - $85.84 $151K - $173K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q1 2021 Filed on May 17, 2021
618
N/A
ABT
Abbott Laboratories

Healthcare
Q1 2021 Filed on May 17, 2021
425
$108.84 - $128.23 $46.3K - $54.5K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
Q1 2021 Filed on May 17, 2021
403
$108.96 - $140.05 $43.9K - $56.4K
IBM
International Business Machines Corp

Technology
Q1 2021 Filed on May 17, 2021
160
$113.37 - $130.38 $18.1K - $20.9K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2021 Filed on May 17, 2021
254
N/A
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2021 Filed on May 17, 2021
166
N/A
GOOGL
Alphabet Inc.

Communication Services
Q1 2021 Filed on May 17, 2021
13
$86.14 - $105.93 $1.12K - $1.38K
LRCX
Lam Research Corp

Technology
Q1 2021 Filed on May 17, 2021
49
$478.02 - $598.81 $23.4K - $29.3K
JNJ
Johnson & Johnson

Healthcare
Q1 2021 Filed on May 17, 2021
149
$153.07 - $170.48 $22.8K - $25.4K
UNH
Unitedhealth Group Inc

Healthcare
Q1 2021 Filed on May 17, 2021
68
$324.34 - $379.06 $22.1K - $25.8K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q1 2021 Filed on May 17, 2021
205
N/A
IYR
Ishares Tr

ETFs
Q1 2021 Filed on May 17, 2021
322
N/A
TFC
Truist Financial Corp

Financial Services
Q1 2021 Filed on May 17, 2021
660
$47.18 - $60.17 $31.1K - $39.7K
ORCL
Oracle Corp

Technology
Q1 2021 Filed on May 17, 2021
502
$60.36 - $72.64 $30.3K - $36.5K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2021 Filed on May 17, 2021
1,984
$19.29 - $23.7 $38.3K - $47K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2021 Filed on May 17, 2021
1,123
N/A
D
Dominion Energy, Inc

Utilities
Q1 2021 Filed on May 17, 2021
573
$68.0 - $76.7 $39K - $43.9K
SRE
Sempra Energy

Utilities
Q1 2021 Filed on May 17, 2021
345
$115.98 - $132.58 $40K - $45.7K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
123
$153.77 - $191.61 $18.9K - $23.6K
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