Life Planning Partners, Inc Sells in Q4 2024

Life Planning Partners, Inc

  • $107 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-23.8M
- 99.22%
$124.26 - $134.12 $2.96B - $3.19B
186K $24M
VTI
Vanguard Total Stock Market Et

ETFs
-7.79M
- 99.65%
$280.04 - $302.45 $2.18B - $2.36B
27K $7.82M
VB
Vanguard Small Cap ETF

ETFs
-2.6M
- 99.58%
$233.76 - $261.58 $609M - $681M
10.9K $2.61M
SUB
Ishares Short Term National Mu

ETFs
-5.92M
- 99.05%
$104.94 - $106.2 $621M - $629M
56.6K $5.97M
IEFA
Ishares Tr

ETFs
-8.32M
- 98.58%
$70.06 - $77.43 $583M - $644M
120K $8.44M
IVV
Ishares Core S&P 500 ETF

ETFs
-957K
- 99.83%
$570.51 - $610.59 $546M - $584M
1.63K $958K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.24M
- 99.75%
$213.65 - $479.86 $266M - $597M
3.09K $1.25M
VV
Vanguard Large Cap ETF

ETFs
-1.74M
- 99.63%
$260.27 - $280.65 $453M - $489M
6.48K $1.75M
MUB
Ishares National Muni Bond ETF

ETFs
-3.64M
- 99.06%
$105.78 - $108.7 $385M - $396M
34.5K $3.68M
IEMG
Ishares Inc

ETFs
-4.14M
- 98.09%
N/A
80.8K $4.34M
VEA
Vanguard Ftse Developed Market

ETFs
-4.28M
- 97.91%
$47.57 - $52.44 $204M - $224M
91.4K $4.37M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.28M
- 97.79%
$45.07 - $47.1 $193M - $202M
96.9K $4.38M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.28M
- 98.75%
$80.13 - $83.77 $183M - $191M
28.8K $2.31M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.28M
- 99.13%
$114.08 - $125.68 $147M - $161M
11.3K $1.3M
VBR
Vanguard Small Cap Value ETF

ETFs
-710K
- 99.5%
$197.36 - $217.3 $140M - $154M
3.6K $713K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.65M
- 98.66%
$74.5 - $78.37 $123M - $130M
22.4K $1.68M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.74M
- 98.43%
$61.52 - $66.5 $107M - $116M
27.7K $1.77M
XPO
Xpo Logistics, Inc.

Industrials
-831K
- 99.24%
$105.35 - $158.2 $87.5M - $131M
6.39K $837K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.88M
- 97.07%
$34.13 - $37.35 $98.4M - $108M
87.1K $2.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-217K
- 99.78%
$442.29 - $483.08 $95.8M - $105M
479 $217K
VTV
Vanguard Value ETF

ETFs
-579K
- 99.41%
$168.32 - $181.87 $97.5M - $105M
3.44K $582K
MSFT
Microsoft Corp

Technology
-227K
- 99.76%
$406.35 - $454.46 $92.2M - $103M
540 $227K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-871K
- 99.06%
$106.56 - $113.11 $92.8M - $98.5M
8.23K $879K
IWY
Ishares Tr Russell 200 Growth

ETFs
-393K
- 99.57%
$216.72 - $244.71 $85.2M - $96.3M
1.68K $395K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.09M
- 97.73%
$44.04 - $49.49 $92M - $103M
48.5K $2.14M
AVUS
American Centy ETF Tr Avantis

ETFs
-944K
- 98.97%
$94.36 - $102.06 $89.1M - $96.4M
9.84K $953K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.26M
- 98.61%
$71.75 - $75.11 $90.4M - $94.6M
17.8K $1.28M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.42M
- 97.99%
$49.58 - $50.28 $70.4M - $71.4M
29.1K $1.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.36M
- 98.01%
$49.79 - $51.14 $67.7M - $69.6M
27.7K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
-254K
- 99.58%
$205.18 - $250.29 $52M - $63.5M
1.06K $254K
AVDE
American Centy ETF Tr Avantis

ETFs
-916K
- 98.37%
$60.9 - $66.69 $55.8M - $61.1M
15.2K $931K
EMB
Ishares Tr

ETFs
-602K
- 98.88%
$88.94 - $93.46 $53.6M - $56.3M
6.84K $609K
ABBV
Abb Vie Inc.

Healthcare
-283K
- 99.44%
$164.99 - $203.87 $46.7M - $57.7M
1.6K $284K
VEU
Vanguard Ftse All World Ex Us

ETFs
-860K
- 98.26%
$57.29 - $63.1 $49.2M - $54.2M
15.2K $874K
IXUS
Ishares Tr

ETFs
-718K
- 98.49%
$65.95 - $72.56 $47.4M - $52.1M
11K $729K
AVRE
American Centy ETF Tr Avantis
-1.1M
- 97.61%
$41.03 - $46.91 $45.2M - $51.6M
26.9K $1.13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-548K
- 98.71%
$77.02 - $78.58 $42.2M - $43.1M
7.19K $555K
DFAI
Dimensional ETF Tr

ETFs
-1.21M
- 96.58%
$29.0 - $31.6 $35M - $38.1M
42.8K $1.25M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-279K
- 99.08%
$104.59 - $118.05 $29.2M - $33M
2.6K $281K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.12M
- 96.3%
$26.61 - $29.85 $29.7M - $33.3M
42.9K $1.16M
DFAX
Dimensional ETF Tr
-1.1M
- 95.98%
$24.76 - $27.04 $27.4M - $29.9M
46.3K $1.15M
CMF
Ishares California Muni Bond E

ETFs
-469K
- 98.25%
$56.66 - $58.1 $26.6M - $27.3M
8.34K $477K
VNQ
Vanguard Specialized Funds Van

ETFs
-288K
- 98.88%
$87.85 - $98.6 $25.3M - $28.4M
3.27K $291K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-610K
- 97.47%
$39.22 - $47.52 $23.9M - $29M
15.8K $626K
BAC
Bank Of America Corp

Financial Services
-547K
- 97.72%
$39.22 - $47.77 $21.5M - $26.1M
12.7K $560K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-287K
- 98.72%
$77.86 - $79.27 $22.4M - $22.8M
3.73K $291K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-351K
- 98.42%
$63.27 - $70.31 $22.2M - $24.7M
5.62K $356K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-224K
- 98.97%
$96.64 - $101.23 $21.6M - $22.7M
2.33K $226K
EWX
Spdr S&P Emerging Markets Smal

ETFs
-346K
- 98.29%
$58.61 - $64.79 $20.3M - $22.4M
6K $351K
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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