Asset Planning Services Inc Reduced Holdings in Q4 2024

Asset Planning Services Inc

  • $205 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-150
- 0.3%
$406.35 - $454.46 $61K - $68.2K
49.2K $20.7M
PFE
Pfizer Inc

Healthcare
-3K
- 2.57%
$24.8 - $30.19 $74.4K - $90.6K
114K $3.02M
PG
Procter & Gamble CO

Consumer Defensive
-155
- 2.48%
$161.05 - $179.7 $25K - $27.9K
6.08K $1.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-70
- 5.34%
$567.81 - $607.81 $39.7K - $42.5K
1.24K $728K
EPD
Enterprise Products Partners L.P.

Energy
-2.56K
- 1.92%
$28.66 - $34.43 $73.2K - $88K
131K $4.1M
BAC
Bank Of America Corp

Financial Services
-135
- 0.1%
$39.22 - $47.77 $5.29K - $6.45K
129K $5.68M
JPM
Jpmorgan Chase & CO

Financial Services
-45
- 0.11%
$205.18 - $250.29 $9.23K - $11.3K
42.5K $10.2M
NVDA
Nvidia Corp

Technology
-774
- 0.3%
$117.0 - $148.88 $90.6K - $115K
257K $34.5M
Activity Summary
Buys All Purchases 20 New Holdings 0 Increased Positions 20 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Asset Planning Services Inc Portfolio

Follow Asset Planning Services 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 Services Inc , based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email