Life Planning Partners, Inc Sells in Q3 2024

Life Planning Partners, Inc

  • $111 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-20.5K
- 9.87%
$113.41 - $125.62 $2.33M - $2.58M
188K $23.6M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-27.7K
- 60.86%
$40.45 - $47.24 $1.12M - $1.31M
17.8K $835K
SUB
Ishares Short Term National Mu

ETFs
-9.25K
- 14.7%
$104.3 - $106.3 $964K - $983K
53.6K $5.69M
IXUS
Ishares Tr

ETFs
-3.32K
- 23.37%
$64.9 - $73.35 $216K - $244K
10.9K $790K
BAC
Bank Of America Corp

Financial Services
-3.04K
- 17.78%
$36.65 - $44.13 $111K - $134K
14.1K $558K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.17K
- 5.42%
$49.93 - $51.15 $108K - $111K
37.8K $1.93M
EMB
Ishares Tr

ETFs
-994
- 11.56%
$87.75 - $93.74 $87.2K - $93.2K
7.61K $711K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
-1.7K
- 23.31%
$35.6 - $38.62 $60.3K - $65.5K
5.58K $214K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-545
- 17.35%
$95.81 - $109.03 $52.2K - $59.4K
2.6K $279K
VUSB
Vanguard Bd Index Fds
-772
- 4.87%
N/A
15.1K $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
-557
- 4.85%
$34.48 - $38.87 $19.2K - $21.7K
10.9K $421K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 3.04%
$405.19 - $478.57 $6.08K - $7.18K
479 $220K
VTV
Vanguard Value ETF

ETFs
-121
- 3.4%
$159.75 - $174.57 $19.3K - $21.1K
3.44K $600K
IVV
Ishares Core S&P 500 ETF

ETFs
-32
- 1.93%
$520.18 - $576.82 $16.6K - $18.5K
1.63K $939K
VBR
Vanguard Small Cap Value ETF

ETFs
-110
- 2.97%
$179.99 - $201.6 $19.8K - $22.2K
3.6K $722K
VEU
Vanguard Ftse All World Ex Us

ETFs
-332
- 2.13%
$56.47 - $63.69 $18.7K - $21.1K
15.2K $959K
VV
Vanguard Large Cap ETF

ETFs
-118
- 1.79%
$236.92 - $263.4 $28K - $31.1K
6.48K $1.71M
DFAX
Dimensional ETF Tr
-300
- 0.64%
$24.29 - $27.25 $7.29K - $8.18K
46.3K $1.25M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-95
- 0.4%
$74.26 - $78.84 $7.05K - $7.49K
23.5K $1.84M
VB
Vanguard Small Cap ETF

ETFs
-104
- 0.94%
$214.77 - $237.72 $22.3K - $24.7K
11K $2.6M
Activity Summary
Buys All Purchases 22 New Holdings 2 Increased Positions 20 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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