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

Financial Planning & Information Services, Inc.

  • $725 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-171K
- 27.08%
$50.25 - $50.74 $8.59M - $8.67M
460K $23.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-44.6K
- 12.5%
$76.38 - $78.87 $3.41M - $3.52M
312K $24.6M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-110K
- 11.25%
$46.17 - $51.13 $5.08M - $5.62M
868K $44.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-14.6K
- 22.64%
$76.94 - $79.54 $1.12M - $1.16M
49.9K $3.96M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-26K
- 9.53%
$47.95 - $49.61 $1.25M - $1.29M
247K $12.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-16K
- 11.78%
$51.0 - $52.05 $816K - $833K
120K $6.23M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-69K
- 10.59%
$77.23 - $87.97 $5.33M - $6.07M
583K $50.6M
HMOP
Hartford Fds Exchange Traded T

ETFs
-8K
- 7.95%
$38.61 - $39.46 $309K - $316K
92.6K $3.65M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-10.8K
- 20.75%
$30.61 - $34.92 $331K - $377K
41.3K $1.42M
GOOGL
Alphabet Inc.

Communication Services
-350
- 10.25%
$148.65 - $191.18 $52K - $66.9K
3.06K $508K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.42K
- 3.49%
$49.93 - $51.15 $70.9K - $72.6K
39.2K $2M
CVX
Chevron Corp

Energy
-77
- 5.13%
$137.88 - $161.97 $10.6K - $12.5K
1.42K $209K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-904
- 8.35%
$28.25 - $31.7 $25.5K - $28.7K
9.92K $305K
JNJ
Johnson & Johnson

Healthcare
-250
- 10.94%
$145.48 - $167.38 $36.4K - $41.8K
2.04K $329K
VDC
Vanguard Consumer Staples ETF

ETFs
-41
- 4.04%
$201.77 - $221.32 $8.27K - $9.07K
975 $213K
IVW
Ishares S&P 500 Growth ETF

ETFs
-16
- 0.32%
$84.77 - $97.13 $1.36K - $1.55K
4.94K $472K
VAW
Vanguard Materials ETF

ETFs
-416
- 7.34%
$189.89 - $213.71 $79K - $88.9K
5.25K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
-39
- 5.28%
$488.01 - $604.18 $19K - $23.6K
699 $408K
MCD
Mcdonalds Corp

Consumer Cyclical
-74
- 6.29%
$245.82 - $304.51 $18.2K - $22.5K
1.1K $335K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-118
- 0.87%
$36.02 - $41.68 $4.25K - $4.92K
13.5K $555K
SHW
Sherwin Williams CO

Basic Materials
-408
- 16.67%
$294.65 - $384.0 $120K - $157K
2.04K $777K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-316
- 2.43%
$111.9 - $124.28 $35.4K - $39.3K
12.7K $1.57M
VB
Vanguard Small Cap ETF

ETFs
-61
- 0.99%
$214.77 - $237.72 $13.1K - $14.5K
6.09K $1.45M
WMT
Walmart Inc.

Consumer Defensive
-171
- 1.75%
$66.91 - $81.4 $11.4K - $13.9K
9.63K $777K
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 0.49%
$191.76 - $263.26 $1.92K - $2.63K
2.01K $526K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-955
- 3.88%
$95.81 - $109.03 $91.5K - $104K
23.7K $2.55M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-12.3K
- 3.28%
$48.46 - $54.37 $597K - $669K
363K $19.5M
AAPL
Apple Inc.

Technology
-3
- 0.03%
$207.23 - $234.82 $622 - $704
11.4K $2.65M
IWS
Ishares Russell Midcap Value E

ETFs
-2.14K
- 3.31%
$119.52 - $132.25 $255K - $282K
62.4K $8.25M
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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