Life Plan Financial, LLC KENVUE INC Transaction History

Life Plan Financial, LLC

  • $121 Billion
  • Q2 2025
Number of Shares
18,909
Previous 13,981 35.25%
Holding current value
$396 Million
Previous $335 Million 18.05%
% of portfolio
0.33%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
N/A
4,928 Added 35.25%
18,909 $396 Million
Q1 2025

Apr 25, 2025
SELL
N/A
-222 Reduced 1.56%
13,981 $335 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-908 Reduced 6.01%
14,203 $303 Million
Q3 2024

Oct 03, 2024
BUY
N/A
116 Added 0.77%
15,111 $350 Million
Q2 2024

Jul 30, 2024
BUY
N/A
14,995 New
14,995 $273 Million
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email