Asset Planning Services Inc Closed Holding Positions

Asset Planning Services Inc

  • $202 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FHN
First Horizon Corp

Financial Services
Q2 2022 Filed on Jul 22, 2022
80,187
$20.74 - $23.62 $1.66M - $1.89M
TWTR
Twitter, Inc.

Communication Services
Q2 2022 Filed on Jul 22, 2022
8,873
$35.76 - $51.7 $317K - $459K
DLR
Digital Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Jul 22, 2022
40,315
$124.57 - $152.67 $5.02M - $6.15M
IBM
International Business Machines Corp

Technology
Q1 2022 Filed on Apr 22, 2022
22,816
$121.35 - $138.22 $2.77M - $3.15M
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on Apr 22, 2022
79,888
$50.8 - $55.11 $4.06M - $4.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
Q1 2022 Filed on Apr 22, 2022
15,085
$218.27 - $304.24 $3.29M - $4.59M
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on Apr 22, 2022
34,531
$129.03 - $157.89 $4.46M - $5.45M
CMI
Cummins Inc

Industrials
Q1 2022 Filed on Apr 22, 2022
21,130
$189.6 - $237.54 $4.01M - $5.02M
ATVI
Activision Blizzard, Inc.

Communication Services
Q1 2022 Filed on Apr 22, 2022
58,950
$63.11 - $82.31 $3.72M - $4.85M
XLE
Energy Sector Spdr

ETFs
Q1 2022 Filed on Apr 22, 2022
25,000
$57.22 - $78.75 $1.43M - $1.97M
Tc Energy Corporation
Q4 2021 Filed on Jan 18, 2022
89,242
N/A
XLF
Financial Sector Spdr

ETFs
Q2 2021 Filed on Jul 19, 2021
14,000
$34.47 - $38.47 $483K - $539K
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on Apr 20, 2021
62,420
$74.85 - $85.84 $4.67M - $5.36M
T
At&T Inc.

Communication Services
Q4 2020 Filed on Jan 13, 2021
133,585
$20.02 - $23.76 $2.67M - $3.17M
Boeing CO
Q3 2020 Filed on Oct 13, 2020
17,203
N/A
Enterprise Products Partners L
Q3 2020 Filed on Oct 13, 2020
145,567
N/A
United Technologies Corp
Q2 2020 Filed on Jul 14, 2020
37,936
N/A
CTVA
Corteva, Inc.

Basic Materials
Q1 2020 Filed on Apr 16, 2020
22,239
$20.74 - $31.71 $461K - $705K
Dupont Ei De Nemours & CO
Q1 2020 Filed on Apr 16, 2020
27,639
N/A
Dow, Inc.
Q1 2020 Filed on Apr 16, 2020
23,499
N/A
RY
Royal Bank Of Canada

Financial Services
Q1 2020 Filed on Apr 16, 2020
62,923
$49.61 - $82.62 $3.12M - $5.2M
GM
General Motors CO

Consumer Cyclical
Q1 2020 Filed on Apr 16, 2020
114,210
$16.8 - $37.38 $1.92M - $4.27M
MO
Altria Group, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 21, 2020
69,245
$40.21 - $51.55 $2.78M - $3.57M
Dow Du Pont Inc
Q2 2019 Filed on Jul 25, 2019
76,676
N/A
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2019 Filed on Apr 30, 2019
48,935
$56.64 - $63.65 $2.77M - $3.11M
MCHP
Microchip Technology Inc

Technology
Q1 2019 Filed on Apr 30, 2019
49,963
$33.16 - $45.76 $1.66M - $2.29M
TCBI
Texas Capital Bancshares Inc

Financial Services
Q1 2019 Filed on Apr 30, 2019
35,000
$51.61 - $61.95 $1.81M - $2.17M
QCOM
Qualcomm Inc

Technology
Q1 2019 Filed on Apr 30, 2019
68,772
$49.4 - $58.0 $3.4M - $3.99M
Anheuser Busch CO Inc
Q4 2018 Filed on Jan 24, 2019
35,350
N/A
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2018 Filed on Jul 17, 2018
58,039
$48.34 - $60.3 $2.81M - $3.5M
Reynolds American Inc
Q3 2017 Filed on Nov 13, 2017
71,745
N/A
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