Asset Planning,Inc Diageo PLC-Sponsored ARD New R Transaction History

Asset Planning,Inc

  • $138 Billion
  • Q3 2025
Number of Shares
3,450
Previous 3,450 -0.0%
Holding current value
$329 Million
Previous $348 Million 5.36%
% of portfolio
0.24%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
N/A
-479 Reduced 12.19%
3,450 $362 Million
Q4 2024

Jan 30, 2025
BUY
N/A
3,929 New
3,929 $499 Million
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