Life Planning Partners, Inc Purchases and Sells in Q3 2025

Life Planning Partners, Inc

$129 Million
Q3 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	495 + 0.4%	$81.7 - $87.53 $40.4K - $43.3K	126K $11M
AVUS	1.29K + 4.93%	$101.2 - $109.16 $130K - $140K	27.4K $2.98M
SLQD	4.75K + 15.21%	$50.29 - $50.86 $239K - $242K	36K $1.83M
AVDE	1.73K + 9.15%	$73.24 - $79.04 $127K - $137K	20.6K $1.63M
SUB	1.66K + 3.23%	$106.17 - $107.3 $177K - $179K	53.1K $5.68M
DFAI	1.82K + 3.41%	$34.05 - $36.55 $62K - $66.6K	55.2K $2.01M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVIG	30.4K New	$41.02 - $42.32 $1.25M - $1.29M	30.4K $1.28M
SLV	6.04K New	$32.73 - $42.5 $198K - $257K	6.04K $255K
AAPL	858 New	$202.38 - $256.87 $174K - $220K	858 $218K
IWB	574 New	$339.37 - $366.46 $195K - $210K	574 $209K
BRK-B	410 New	$459.11 - $506.91 $188K - $208K	410 $206K
VANGUARD WELLINGTON FD	2.6K New	N/A	2.6K $0

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	-3.68K - 4.26%	$45.6 - $46.92 $168K - $173K	82.8K $3.87M
VNQ	-436 - 11.92%	$88.47 - $93.24 $38.6K - $40.7K	3.22K $294K
IBM	-70 - 8.59%	$234.77 - $292.47 $16.4K - $20.5K	745 $210K
PH	-178 - 10.08%	$697.13 - $769.67 $124K - $137K	1.59K $1.2M
VNQI	-736 - 5.12%	$45.22 - $48.34 $33.3K - $35.6K	13.6K $651K
FIDELITY MERRIMACK STR TR	-3.89K - 6.77%	N/A	53.6K $0

Activity Summary All Purchases 30 New Holdings 6 Increased Positions 24 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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