Life Planning Partners, Inc Portfolio Holdings
Life Planning Partners, Inc
- $99.6 Million
- Q1 2024
Life Planning Partners, Inc has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $99.6 Million distributed in 61 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 $16.1M, Ishares Tr with a value of $8.4M, Vanguard Total Stock Market Et with a value of $7.3M, Ishares Short Term National Mu with a value of $6.93M, and Ishares Core Total Usd Bond Ma with a value of $4.63M.
Examining the 13F form we can see an decrease of $694K in the current position value, from $100M to 99.6M.
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 $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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