Financial Planning & Information Services, Inc. Purchases in Q3 2024

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
256K
+ 25.78%
$45.87 - $48.53 $11.7M - $12.4M
1.25M $60.2M
HTRB
Hartford Fds Total Return Bd E

ETFs
242K
+ 19.89%
$33.29 - $35.33 $8.06M - $8.55M
1.46M $51M
VTV
Vanguard Value ETF

ETFs
17.2K
+ 7.97%
$159.75 - $174.57 $2.74M - $3M
233K $40.6M
DFAI
Dimensional ETF Tr

ETFs
105K
+ 9.21%
$28.69 - $32.06 $3.02M - $3.38M
1.25M $39.7M
SPYG
Spdr Portfolio

ETFs
47.1K
+ 7.82%
$73.38 - $84.1 $3.46M - $3.96M
650K $53.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.6K
+ 15.97%
$117.9 - $128.2 $3.48M - $3.79M
215K $27.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44.4K
+ 28.03%
$77.02 - $85.06 $3.42M - $3.78M
203K $17.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
37.3K
+ 22.98%
$92.63 - $105.69 $3.46M - $3.94M
200K $20.8M
VUG
Vanguard Growth ETF

ETFs
6.63K
+ 9.07%
$341.08 - $391.94 $2.26M - $2.6M
79.7K $30.6M
VBR
Vanguard Small Cap Value ETF

ETFs
7.83K
+ 13.61%
$179.99 - $201.6 $1.41M - $1.58M
65.4K $13.1M
DFAE
Dimensional ETF Tr

ETFs
35.9K
+ 4.48%
$24.46 - $27.82 $878K - $999K
838K $23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25.5K
+ 15.04%
$48.51 - $52.86 $1.24M - $1.35M
195K $10.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
28.6K
+ 12.49%
$42.22 - $48.62 $1.21M - $1.39M
258K $12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.52K
+ 79.99%
$434.77 - $502.96 $1.53M - $1.77M
7.92K $3.86M
WEC
Wec Energy Group, Inc.

Utilities
1.02K
+ 1.27%
$77.68 - $96.19 $79.2K - $98K
81.1K $7.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.25K
+ 3.08%
$53.41 - $57.9 $387K - $420K
243K $14M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.58K
+ 13.88%
$74.26 - $78.84 $711K - $755K
78.6K $6.16M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.43K
+ 3.37%
$149.02 - $167.67 $213K - $240K
43.8K $7.35M
PG
Procter & Gamble CO

Consumer Defensive
3.46K
+ 13.03%
$160.76 - $177.82 $556K - $615K
30K $5.19M
VBK
Vanguard Small Cap Growth ETF

ETFs
828
+ 2.65%
$240.48 - $267.94 $199K - $222K
32.1K $8.57M
VEA
Vanguard Ftse Developed Market

ETFs
9.36K
+ 16.11%
$47.6 - $53.31 $445K - $499K
67.4K $3.56M
VO
Vanguard Mid Cap ETF

ETFs
865
+ 5.0%
$237.84 - $263.83 $206K - $228K
18.2K $4.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.77K
+ 11.77%
$33.74 - $37.96 $330K - $371K
92.8K $3.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.27K
+ 28.47%
$41.9 - $48.26 $346K - $399K
37.3K $1.79M
DISV
Dimensional ETF Tr Dimensional

ETFs
12.8K
New
$26.06 - $29.18 $333K - $372K
12.8K $370K
PKG
Packaging Corp Of America

Consumer Cyclical
1.71K
New
$176.32 - $215.7 $302K - $369K
1.71K $368K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
127
+ 0.29%
$87.56 - $95.49 $11.1K - $12.1K
44.2K $4.22M
VV
Vanguard Large Cap ETF

ETFs
1.1K
New
$236.92 - $263.4 $261K - $290K
1.1K $289K
JEF
Jefferies Financial Group Inc.

Financial Services
3.7K
New
$49.97 - $62.49 $185K - $231K
3.7K $227K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.98K
New
$71.45 - $75.64 $213K - $226K
2.98K $224K
NEE
Nextera Energy Inc

Utilities
939
+ 8.98%
$69.9 - $84.97 $65.6K - $79.8K
11.4K $963K
SPY
Spdr S&P 500 ETF Trust

ETFs
363
+ 94.53%
$517.38 - $573.86 $188K - $208K
747 $428K
FAST
Fastenal CO

Industrials
2.93K
New
$62.09 - $71.83 $182K - $210K
2.93K $208K
JPM
Jpmorgan Chase & CO

Financial Services
913
+ 55.81%
$194.9 - $224.8 $178K - $205K
2.55K $537K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.83K
+ 3.21%
$42.76 - $45.16 $78.4K - $82.8K
59K $2.64M
IWN
Ishares Russell2000 Val ETF

ETFs
357
+ 4.54%
$150.05 - $171.34 $53.6K - $61.2K
8.22K $1.37M
VOT
Vanguard Mid Cap Growth Index

ETFs
505
+ 35.27%
$218.05 - $243.47 $110K - $123K
1.94K $471K
NIC
Nicolet Bankshares Inc

Financial Services
1.06K
+ 33.72%
$80.01 - $103.65 $84.8K - $110K
4.2K $402K
EEM
Ishares Msci Emerging Markets

ETFs
1K
+ 6.48%
$40.42 - $46.7 $40.4K - $46.7K
16.4K $753K
HD
Home Depot, Inc.

Consumer Cyclical
102
+ 17.29%
$333.64 - $405.2 $34K - $41.3K
692 $280K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
211
+ 1.77%
$58.97 - $64.0 $12.4K - $13.5K
12.1K $771K
HTAB
Hartford Fds Exchange Traded

ETFs
2.76K
+ 26.74%
$19.24 - $19.9 $53K - $54.8K
13.1K $258K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.22%
$163.84 - $199.33 $655 - $797
1.82K $359K
VEU
Vanguard Ftse All World Ex Us

ETFs
299
+ 7.73%
$56.47 - $63.69 $16.9K - $19K
4.17K $262K
NVDA
Nvidia Corp

Technology
312
+ 13.68%
$98.91 - $134.91 $30.9K - $42.1K
2.59K $314K
XOM
Exxon Mobil Corp

Energy
44
+ 1.17%
$109.72 - $119.0 $4.83K - $5.24K
3.8K $445K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 0.28%
$135.05 - $148.35 $945 - $1.04K
2.54K $361K
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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