Lakeshore Financial Planning, Inc. Sells in Q2 2025

Lakeshore Financial Planning, Inc.

  • $249 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-160K
- 28.89%
$24.32 - $27.87 $3.89M - $4.46M
393K $10.4B
PULS
Pgim ETF Tr

ETFs
-66.8K
- 9.45%
$49.39 - $49.76 $3.3M - $3.32M
640K $31.8B
Dimensional ETF Trust
-89.9K
- 15.03%
N/A
508K $15.8B
CVX
Chevron Corp

Energy
-125
- 6.39%
$133.73 - $168.51 $16.7K - $21.1K
1.83K $262M
JNJ
Johnson & Johnson

Healthcare
-135
- 5.75%
$146.36 - $159.82 $19.8K - $21.6K
2.21K $338M
AFL
Aflac Inc

Financial Services
-187
- 4.92%
$99.77 - $112.45 $18.7K - $21K
3.61K $381M
KO
Coca Cola CO

Consumer Defensive
-375
- 3.21%
$68.37 - $73.9 $25.6K - $27.7K
11.3K $801M
MUB
Ishares National Muni Bond ETF

ETFs
-150
- 6.47%
$102.31 - $105.8 $15.3K - $15.9K
2.17K $227M
PFE
Pfizer Inc

Healthcare
-14
- 0.14%
$21.59 - $24.84 $302 - $348
10.3K $249M
CMA
Comerica Inc

Financial Services
-252
- 3.48%
$50.42 - $59.65 $12.7K - $15K
7K $417M
DFAT
Dimensional ETF Tr U S Target

ETFs
-6.06K
- 4.69%
$44.8 - $53.97 $272K - $327K
123K $6.65B
F
Ford Motor CO

Consumer Cyclical
-114
- 0.68%
$8.69 - $10.85 $991 - $1.24K
16.6K $180M
SOFI
So Fi Technologies, Inc.

Financial Services
-17.2K
- 32.02%
$9.5 - $18.21 $163K - $313K
36.5K $665M
IBM
International Business Machines Corp

Technology
-23
- 2.22%
$221.03 - $294.78 $5.08K - $6.78K
1.01K $299M
GOOG
Alphabet Inc.

Communication Services
-271
- 6.23%
$146.58 - $180.01 $39.7K - $48.8K
4.08K $723M
BAC
Bank Of America Corp

Financial Services
-392
- 2.9%
$34.39 - $47.46 $13.5K - $18.6K
13.1K $620M
META
Meta Platforms, Inc.

Communication Services
-11
- 1.65%
$484.66 - $738.09 $5.33K - $8.12K
655 $483M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-215
- 0.57%
$51.16 - $62.02 $11K - $13.3K
37.2K $2.31B
IWM
Ishares Russell 2000 ETF

ETFs
-23
- 0.27%
$174.82 - $215.79 $4.02K - $4.96K
8.51K $1.84B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-430
- 1.05%
$152.93 - $181.74 $65.8K - $78.1K
40.4K $7.33B
IWV
Ishares Russell 3000 ETF

ETFs
-30
- 0.33%
$281.67 - $351.0 $8.45K - $10.5K
9.15K $3.21B
MSFT
Microsoft Corp

Technology
-251
- 1.13%
$354.56 - $497.45 $89K - $125K
21.9K $10.9B
Activity Summary
Buys All Purchases 36 New Holdings 1 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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