Asset Planning Services Inc Reduced Holdings in Q1 2024

Asset Planning Services Inc

  • $179 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-150
- 1.16%
$472.6 - $545.42 $70.9K - $81.8K
12.8K $6.31M
PSA
Public Storage

Real Estate
-620
- 3.45%
$274.16 - $311.83 $170K - $193K
17.3K $5.03M
NVTS
Navitas Semiconductor Corp

Technology
-200
- 0.18%
$4.27 - $7.63 $854 - $1.53K
110K $526K
PM
Philip Morris International Inc.

Consumer Defensive
-598
- 1.14%
$88.98 - $96.29 $53.2K - $57.6K
52K $4.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
-460
- 22.18%
$467.28 - $523.17 $215K - $241K
1.61K $844K
CSCO
Cisco Systems, Inc.

Technology
-1.5K
- 1.44%
$48.06 - $52.33 $71.9K - $78.3K
103K $5.12M
LMT
Lockheed Martin Corp

Industrials
-155
- 0.97%
$418.19 - $463.18 $64.8K - $71.8K
15.8K $7.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-800
- 5.55%
$44.84 - $49.24 $35.9K - $39.4K
13.6K $671K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-420
- 6.57%
$72.89 - $81.43 $30.6K - $34.2K
5.98K $487K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-30
- 3.23%
$396.28 - $446.38 $11.9K - $13.4K
898 $399K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.44K
- 2.64%
$55.41 - $62.08 $79.6K - $89.1K
52.9K $3.29M
EPD
Enterprise Products Partners L.P.

Energy
-7.19K
- 4.67%
$26.23 - $29.18 $189K - $210K
147K $4.28M
CVX
Chevron Corp

Energy
-130
- 0.3%
$141.82 - $157.74 $18.4K - $20.5K
43.4K $6.85M
JPM
Jpmorgan Chase & CO

Financial Services
-565
- 1.28%
$167.09 - $200.3 $94.4K - $113K
43.6K $8.73M
NVDA
Nvidia Corp

Technology
-25
- 0.1%
$475.69 - $950.02 $11.9K - $23.8K
26.2K $23.7M
Activity Summary
Buys All Purchases 15 New Holdings 0 Increased Positions 15 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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