Life Planning Partners, Inc Portfolio Holdings
Life Planning Partners, Inc
- $109 Million
- Q2 2024
Life Planning Partners, Inc has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $109 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $24.7M, Ishares Tr with a value of $8.52M, Vanguard Total Stock Market Et with a value of $7.38M, Ishares Short Term National Mu with a value of $6.57M, and Vanguard Ftse Developed Market with a value of $4.45M.
Examining the 13F form we can see an increase of $9.77M in the current position value, from $99.6M to 109M.
Below you can find more details about Life Planning Partners, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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