Mark Sheptoff Financial Planning, LLC Purchases and Sells in Q3 2024

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
50
+ 0.07%
$24.09 - $37.95 $1.2K - $1.9K
75.6K $2.81M
2K
+ 7.14%
$99.55 - $123.34 $199K - $247K
30K $3.63M
481
+ 19.09%
$460.3 - $584.56 $221K - $281K
3K $1.75M
2.4K
+ 28.83%
$162.83 - $179.16 $391K - $430K
10.7K $1.92M
15.3K
+ 7427.67%
N/A
15.5K $333K
25
+ 0.31%
$99.69 - $139.42 $2.49K - $3.49K
8.06K $1.1M
View all

New Holdings

34 operations
Stock Shares change Price Range Shares Held Trade History
8.05K
New
$34.91 - $38.61 $281K - $311K
8.05K $283K
5.4K
New
$28.54 - $34.64 $154K - $187K
5.4K $187K
10.3K
New
$10.51 - $13.5 $108K - $139K
10.3K $136K
300
New
$238.42 - $276.53 $71.5K - $83K
300 $82K
239
New
$162.64 - $179.3 $38.9K - $42.9K
239 $42K
225
New
$108.83 - $162.7 $24.5K - $36.6K
225 $36K
View all

Top Sells

Reduced Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
-920
- 1.79%
$395.15 - $467.56 $364K - $430K
50.5K $21.7M
-4.68K
- 45.91%
$161.02 - $200.0 $753K - $935K
5.51K $1.03M
-19.8K
- 94.72%
$28.99 - $48.47 $573K - $957K
1.1K $36K
-23.3K
- 99.57%
$30.78 - $37.05 $717K - $863K
100 $3K
-3.47K
- 20.28%
$109.12 - $122.4 $379K - $425K
13.6K $1.65M
-800
- 9.68%
$111.15 - $128.97 $88.9K - $103K
7.47K $848K
View all
Activity Summary
Buys All Purchases 69 New Holdings 34 Increased Positions 35 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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