Number of Shares
830
Previous 831 0.12%
Holding current value
$253 Million
Previous $273 Million 7.3%
% of portfolio
0.15%
Previous 0.17%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
N/A
-1 Reduced 0.12%
830 $253 Million
Q3 2024

Jan 21, 2025

BUY
N/A
831 New
831 $212 Million
Track This Portfolio

Track Life Plan Investment Advisors, Inc. Portfolio

Follow Life Plan Investment Advisors, Inc. 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 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Investment Advisors, Inc. with notifications on news.