Forbes Financial Planning, Inc. Purchases and Sells in Q4 2024

Forbes Financial Planning, Inc.

10 operations

Stock	Shares change	Price Range	Shares Held
BND	24.4K + 44.24%	$71.75 - $75.11 $1.75M - $1.83M	79.6K $5.73M
SPIB	24.1K + 11.9%	$32.65 - $33.68 $786K - $811K	226K $7.42M
NEAR	13.4K + 8.91%	$50.28 - $51.08 $676K - $686K	164K $8.3M
GSLC	2.26K + 7.68%	$111.85 - $120.71 $253K - $273K	31.7K $3.65M
FVAL	1.28K + 1.28%	$60.19 - $64.39 $76.7K - $82.1K	101K $6.22M
AGG	2.81K + 3.66%	$96.64 - $101.23 $271K - $284K	79.5K $7.7M

4 operations

Stock	Shares change	Price Range	Shares Held
FBND	98.1K New	$44.87 - $46.86 $4.4M - $4.59M	98.1K $4.4M
FBCG	49.2K New	$42.05 - $48.31 $2.07M - $2.38M	49.2K $2.27M
PLTR	2.77K New	$36.46 - $82.38 $101K - $228K	2.77K $209K
FIDELITY COVINGTON TRUST	19.8K New	N/A	19.8K $0

13 operations

Stock	Shares change	Price Range	Shares Held
IVV	-6.33K - 31.04%	$570.51 - $610.59 $3.61M - $3.86M	14.1K $8.28M
XLV	-16.2K - 59.28%	$136.28 - $154.74 $2.2M - $2.5M	11.1K $1.53M
IJT	-14K - 69.84%	$134.53 - $150.65 $1.89M - $2.12M	6.07K $821K
SPY	-2.89K - 43.15%	$567.81 - $607.81 $1.64M - $1.76M	3.81K $2.23M
SLYG	-77 - 0.07%	$89.9 - $100.66 $6.92K - $7.75K	106K $9.56M
VCSH	-1.89K - 2.06%	$77.86 - $79.27 $147K - $150K	89.7K $7M

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