Pds Planning, Inc Purchases and Sells in Q1 2025

Pds Planning, Inc

$1.17 Billion
Q1 2025

Top Buys

Incresed Positions

356 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	56.3K + 3.44%	$47.4 - $52.99 $2.67M - $2.98M	1.69M $86M
BRK-B	4.01K + 18.64%	$442.66 - $534.52 $1.77M - $2.14M	25.5K $13.6M
ABBV	361 + 0.34%	$169.2 - $216.66 $61.1K - $78.2K	107K $22.5M
AGG	13.6K + 1.98%	$95.85 - $99.25 $1.3M - $1.35M	701K $69.3M
VWO	28.5K + 2.9%	$42.5 - $46.71 $1.21M - $1.33M	1.01M $45.7M
IAGG	46.7K + 31.07%	$49.42 - $50.43 $2.31M - $2.35M	197K $9.85M

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	18 New	$663000.0 - $801950.0 $11.9M - $14.4M	18 $14.4M
AVIG	14.2K New	$40.06 - $41.55 $570K - $591K	14.2K $588K
SCHX	23.1K New	$21.75 - $24.28 $502K - $561K	23.1K $509K
IQLT	9.91K New	$36.91 - $41.03 $366K - $407K	9.91K $393K
RSP	2.27K New	$169.43 - $182.84 $384K - $414K	2.27K $392K
CBOE	1.5K New	$190.84 - $226.29 $285K - $339K	1.5K $338K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-4.48K - 0.85%	$84.95 - $100.62 $380K - $450K	520K $45.3M
BNDX	-31.6K - 3.62%	$48.33 - $49.5 $1.53M - $1.56M	842K $41.1M
VB	-97 - 0.21%	$217.89 - $252.64 $21.1K - $24.5K	45.8K $10.1M
VGT	-699 - 30.97%	$542.38 - $646.34 $379K - $452K	1.56K $845K
VTI	-46 - 0.22%	$271.18 - $303.12 $12.5K - $13.9K	21.1K $5.8M
IONQ	-15 - 0.13%	$18.27 - $51.07 $274 - $766	11.8K $260K

Activity Summary All Purchases 403 New Holdings 47 Increased Positions 356 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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