Number of Shares
936
Previous 838 11.69%
Holding current value
$286 Million
Previous $276 Million 3.71%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 30, 2025

BUY
N/A
98 Added 11.69%
936 $286 Million
Q4 2024

Feb 12, 2025

BUY
N/A
838 New
838 $276 Million
Q3 2024

Feb 26, 2025

SELL
N/A
-355 Reduced 26.16%
1,002 $255 Million
Q2 2024

Feb 26, 2025

BUY
N/A
519 Added 61.93%
1,357 $233 Million
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning 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 Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.