Consolidated Planning Corp Purchases and Sells in Q4 2024

Consolidated Planning Corp

$656 Million
Q4 2024

Top Buys

Incresed Positions

113 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	11.2K + 177.1%	$567.81 - $607.81 $6.33M - $6.78M	17.4K $10.2M
AVGO	7.43K + 9.73%	$159.67 - $250.0 $1.19M - $1.86M	83.8K $19.4M
FNDX	647K + 324.71%	$23.49 - $71.77 $15.2M - $46.5M	847K $20M
PG	28.9K + 859.93%	$161.05 - $179.7 $4.65M - $5.19M	32.2K $5.4M
HTAB	231K + 119.4%	$19.26 - $19.88 $4.46M - $4.6M	425K $8.23M
QQQM	15.1K + 95.3%	$198.04 - $221.51 $2.98M - $3.34M	30.9K $6.49M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZROZ	92.9K New	$68.62 - $82.57 $6.37M - $7.67M	92.9K $6.37M
FLTR	178K New	$25.35 - $25.53 $4.52M - $4.55M	178K $4.53M
MA	7.63K New	$491.3 - $536.15 $3.75M - $4.09M	7.63K $4.02M
QDPL	103K New	$37.54 - $40.11 $3.86M - $4.12M	103K $3.95M
SPYG	34.8K New	$81.74 - $91.38 $2.85M - $3.18M	34.8K $3.06M
NDAQ	8.44K New	$70.87 - $83.05 $598K - $701K	8.44K $652K

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVZ	-454K - 18.49%	$9.86 - $11.9 $4.47M - $5.4M	2M $19.8M
MRK	-43.6K - 90.17%	$96.31 - $114.76 $4.2M - $5M	4.75K $472K
LLY	-4.07K - 77.39%	$727.2 - $932.06 $2.96M - $3.79M	1.19K $917K
V	-13.3K - 86.25%	$273.87 - $320.91 $3.65M - $4.28M	2.13K $671K
NVO	-6.34K - 11.5%	$85.0 - $120.04 $539K - $761K	48.8K $4.2M
MPC	-5.6K - 14.08%	$131.65 - $174.84 $737K - $979K	34.2K $4.77M

Activity Summary All Purchases 130 New Holdings 17 Increased Positions 113 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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