Plan A Wealth LLC Purchases and Sells in Q3 2025

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

Top Buys

Incresed Positions

90 operations
Stock Shares change Price Range Shares Held Trade History
NORTHERN LTS FD TR IV
26.5K
+ 24.17%
N/A
136K $33.9B
103K
+ 21.22%
N/A
588K $23.6B
47.2K
+ 24.7%
$23.8 - $24.29 $1.12M - $1.15M
238K $5.75B
41.9K
+ 22.45%
$24.23 - $24.42 $1.02M - $1.02M
229K $5.58B
12.2K
+ 7.81%
$38.56 - $42.17 $470K - $514K
168K $6.99B
548
+ 1.86%
$153.3 - $186.58 $84K - $102K
30K $5.6B
View all

New Holdings

21 operations
Stock Shares change Price Range Shares Held Trade History
9.45K
New
$45.26 - $46.63 $428K - $441K
9.45K $437M
1.7K
New
$222.68 - $244.28 $379K - $416K
1.7K $400M
2.45K
New
N/A
2.45K $369M
1.38K
New
$181.56 - $190.33 $250K - $262K
1.38K $261M
EA SERIES TRUST
7.34K
New
N/A
7.34K $243M
1.33K
New
$130.68 - $186.97 $173K - $248K
1.33K $242M
View all

Top Sells

Reduced Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
-35.1K
- 59.11%
$39.06 - $43.42 $1.37M - $1.52M
24.2K $1.05B
-30.7K
- 51.69%
$42.67 - $46.91 $1.31M - $1.44M
28.7K $1.35B
-28.3K
- 56.13%
$39.8 - $42.86 $1.13M - $1.21M
22.2K $948M
-10K
- 56.87%
$72.65 - $78.68 $726K - $786K
7.58K $594M
-2.42K
- 39.27%
$279.83 - $293.74 $676K - $710K
3.74K $1.1B
-13.7K
- 59.24%
$44.8 - $46.43 $614K - $636K
9.43K $437M
View all

Sold Out

4 operations
Stock Shares change Price Range Shares Held Trade History
-1.17K
Closed
$342.99 - $392.76 $403K - $461K
0 $0
-28.6K
Closed
$8.86 - $9.18 $253K - $262K
0 $0
-1.61K
Closed
$135.0 - $146.02 $218K - $235K
0 $0
-12.9K
Closed
$8.04 - $8.35 $104K - $108K
0 $0
Activity Summary
Buys All Purchases 111 New Holdings 21 Increased Positions 90 Sells All Sells 51 Reductions 47 Sold out 4 Options Calls 0 Puts 0
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