Investments & Financial Planning, LLC Purchases and Sells in Q1 2024

Investments & Financial Planning, LLC

  • $146 Million
  • Q1 2024

Top Buys

Incresed Positions

14 operations
Stock Shares change Price Range Shares Held Trade History
775
+ 0.52%
$204.0 - $228.59 $158K - $177K
151K $34.4M
311K
+ 398.99%
$56.98 - $284.98 $17.7M - $88.6M
389K $23.6M
804
+ 1.51%
$225.86 - $249.86 $182K - $201K
54.2K $13.5M
5.69K
+ 2.54%
$27.54 - $32.16 $157K - $183K
229K $7.34M
1.29K
+ 2.88%
$130.7 - $144.91 $168K - $186K
45.9K $6.64M
2.01K
+ 11.99%
$41.98 - $42.63 $84.3K - $85.6K
18.8K $798K
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
2.36K
New
$80.6 - $93.32 $190K - $221K
2.36K $219K
1.69K
New
$89.29 - $122.36 $151K - $207K
1.69K $206K

Top Sells

Reduced Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
-544
- 16.15%
$104.73 - $105.42 $57K - $57.3K
2.83K $295K
-528
- 2.71%
$24.99 - $25.67 $13.2K - $13.6K
18.9K $478K
-41
- 0.58%
$107.41 - $108.76 $4.4K - $4.46K
7.05K $758K
-117
- 4.05%
$93.76 - $95.35 $11K - $11.2K
2.77K $263K
-209
- 6.66%
$172.45 - $191.88 $36K - $40.1K
2.93K $561K
-533
- 4.41%
$32.85 - $35.9 $17.5K - $19.1K
11.6K $414K
View all
Activity Summary
Buys All Purchases 16 New Holdings 2 Increased Positions 14 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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