Life Planning Partners, Inc Purchases and Sells in Q2 2025

Life Planning Partners, Inc

$120 Million
Q2 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUS	13.8K + 112.29%	$81.38 - $100.82 $1.12M - $1.39M	26.1K $2.63M
IEFA	3.44K + 2.83%	$67.83 - $84.09 $234K - $290K	125K $10.4M
VTI	407 + 1.46%	$243.75 - $303.93 $99.2K - $124K	28.4K $8.62M
VEA	44 + 0.05%	$45.65 - $57.01 $2.01K - $2.51K	92.5K $5.27M
DFUS	4.41K + 14.45%	$53.65 - $67.02 $237K - $296K	34.9K $2.34M
IXUS	4.14K + 32.98%	$62.37 - $77.63 $258K - $321K	16.7K $1.29M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PH	1.77K New	$517.23 - $700.54 $913K - $1.24M	1.77K $1.23M
PLTR	2.2K New	$74.01 - $144.25 $163K - $317K	2.2K $299K
VXUS	3.76K New	$55.54 - $69.09 $209K - $260K	3.76K $259K
IBM	815 New	$221.03 - $294.78 $180K - $240K	815 $240K
AVES	4.13K New	$42.02 - $53.63 $174K - $221K	4.13K $221K
FIDELITY MERRIMACK STR TR	57.5K New	N/A	57.5K $0

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUB	-4.35K - 7.79%	$104.77 - $106.34 $456K - $462K	51.5K $5.47M
IUSB	-6.37K - 6.86%	$45.12 - $46.23 $288K - $295K	86.5K $4M
VSS	-2.51K - 22.5%	$104.23 - $134.39 $261K - $337K	8.63K $1.16M
VCIT	-1.78K - 6.01%	$79.56 - $82.92 $142K - $148K	27.9K $2.31M
EMB	-1.13K - 19.76%	$86.54 - $92.62 $98K - $105K	4.6K $425K
LQD	-904 - 10.1%	$105.23 - $109.61 $95.1K - $99.1K	8.05K $881K

Activity Summary All Purchases 33 New Holdings 6 Increased Positions 27 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Planning Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Life Planning Partners, Inc with notifications on news.