Divergent Planning, LLC Portfolio Holdings
Divergent Planning, LLC
- $246 Million
- Q2 2024
Divergent Planning, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $246 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $73.5M, Spdr S&P Midcap 400 ETF Trust with a value of $33.1M, Janus Detroit Str Tr Henderson with a value of $30M, American Centy ETF Tr Avantis with a value of $28.7M, and American Centy ETF Tr Avantis with a value of $18.6M.
Examining the 13F form we can see an increase of $9.4M in the current position value, from $236M to 246M.
Below you can find more details about Divergent Planning, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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