A detailed history of Pds Planning, Inc transactions in Sun Life Financial Inc stock. As of the latest transaction made, Pds Planning, Inc holds 5,245 shares of SLF stock, worth $259,417. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,245
Previous 4,937 6.24%
Holding current value
$259,417
Previous $256,000 11.72%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024

BUY
$50.02 - $55.17 $15,406 - $16,992
308 Added 6.24%
5,245 $286,000
Q4 2023

Feb 01, 2024

BUY
$44.74 - $52.25 $4,831 - $5,643
108 Added 2.24%
4,937 $256,000
Q3 2023

Oct 20, 2023

BUY
$46.92 - $52.8 $7,976 - $8,976
170 Added 3.65%
4,829 $235,000
Q2 2023

Jul 20, 2023

BUY
$46.85 - $52.12 $218,274 - $242,827
4,659 New
4,659 $242,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $29B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
Track This Portfolio

Track Pds Planning, Inc Portfolio

Follow Pds Planning, 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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.