Plan Group Financial, LLC Purchases and Sells in Q3 2024

Plan Group Financial, LLC

$187 Million
Q3 2024

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	25.3K + 39.95%	$42.22 - $48.62 $1.07M - $1.23M	88.8K $4.13M
COWZ	10.2K + 5.83%	$53.41 - $57.9 $543K - $589K	185K $10.7M
VOO	616 + 2.03%	$475.2 - $527.7 $293K - $325K	30.9K $16.3M
IWR	5.57K + 6.38%	$79.92 - $88.19 $445K - $492K	92.9K $8.19M
DFAI	13.7K + 5.22%	$28.69 - $32.06 $394K - $441K	277K $8.81M
DFAE	17.1K + 5.76%	$24.46 - $27.82 $418K - $476K	314K $8.61M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXN	12.7K New	$73.0 - $87.81 $927K - $1.12M	12.7K $1.05M
SPYV	14.7K New	$48.51 - $52.86 $713K - $777K	14.7K $777K
AGG	4.23K New	$96.25 - $101.98 $407K - $431K	4.23K $427K
EIX	4.11K New	$71.19 - $87.72 $293K - $361K	4.11K $358K
ALK	7.88K New	$32.92 - $45.21 $259K - $356K	7.88K $356K
TSM	2.05K New	$147.95 - $191.05 $303K - $392K	2.05K $356K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	-4.11K - 73.82%	$161.02 - $200.0 $662K - $822K	1.46K $271K
IVE	-3.11K - 54.92%	$181.06 - $197.17 $562K - $612K	2.55K $502K
AMAT	-760 - 24.89%	$174.88 - $254.97 $133K - $194K	2.29K $463K
BRK-B	-717 - 48.61%	$405.19 - $478.57 $291K - $343K	758 $348K
VXF	-400 - 26.6%	$163.98 - $182.92 $65.6K - $73.2K	1.1K $200K
IVV	-112 - 12.7%	$520.18 - $576.82 $58.3K - $64.6K	770 $444K

Activity Summary All Purchases 83 New Holdings 21 Increased Positions 62 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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