Asset Planning,Inc Expand Energy Cl 26 Wts Transaction History

Asset Planning,Inc

  • $138 Billion
  • Q3 2025
Number of Shares
15
Previous 15 -0.0%
Holding current value
$1.45 Million
Previous $1.62 Million 10.32%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-2 Reduced 11.76%
15 $1.62 Million
Q1 2025

May 08, 2025
SELL
N/A
-2 Reduced 10.53%
17 $1.71 Million
Q4 2024

Jan 30, 2025
BUY
N/A
19 New
19 $1.64 Million
Track This Portfolio

Track Asset Planning,Inc Portfolio

Follow Asset Planning,Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning,Inc, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning,Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email