Pds Planning, Inc Purchases and Sells in Q4 2024

Pds Planning, Inc

$1.11 Billion
Q4 2024

Top Buys

Incresed Positions

268 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3K + 2.2%	$570.51 - $610.59 $1.71M - $1.83M	140K $82.3M
JPM	5.83K + 14.32%	$205.18 - $250.29 $1.2M - $1.46M	46.6K $11.2M
BNDX	70.8K + 8.83%	$48.91 - $50.61 $3.46M - $3.58M	873K $42.8M
NVDA	4.98K + 3.76%	$117.0 - $148.88 $582K - $741K	137K $18.4M
AVGO	3.28K + 15.47%	$159.67 - $250.0 $523K - $819K	24.5K $5.67M
AAPL	1.05K + 1.05%	$221.69 - $259.02 $232K - $271K	101K $25.2M

New Holdings

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	6.12K New	$36.46 - $82.38 $223K - $504K	6.12K $463K
JMUB	8.93K New	$50.02 - $51.24 $447K - $458K	8.93K $447K
APP	1.06K New	$130.67 - $401.5 $138K - $424K	1.06K $341K
SPOT	651 New	$362.95 - $502.38 $236K - $327K	651 $291K
ARCC	13.1K New	$20.74 - $22.27 $272K - $292K	13.1K $286K
VPU	1.6K New	$160.52 - $179.11 $257K - $286K	1.6K $261K

Top Sells

Reduced Positions

122 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	-1.4K - 1.29%	$164.99 - $203.87 $231K - $286K	107K $19M
VBR	-3.83K - 3.98%	$197.36 - $217.3 $755K - $832K	92.4K $18.3M
DGRW	-11.2K - 60.5%	$80.93 - $85.66 $910K - $963K	7.34K $594K
KO	-1.41K - 2.36%	$61.74 - $71.71 $86.7K - $101K	58K $3.61M
VIGI	-1.59K - 2.53%	$79.93 - $88.06 $127K - $140K	61.3K $4.9M
GEF	-8.71K - 64.21%	$60.32 - $72.15 $525K - $628K	4.85K $296K

Activity Summary All Purchases 297 New Holdings 29 Increased Positions 268 All Sells 122 Reductions 122 Sold out 0 Calls 0 Puts 0

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