Plan Group Financial, LLC Sells in Q4 2024

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
-6.79K
- 25.51%
$76.61 - $79.88 $520K - $542K
19.8K $1.52M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-9.17K
- 33.52%
$43.44 - $45.05 $398K - $413K
18.2K $789K
TGT
Target Corp

Consumer Defensive
-2.48K
- 52.1%
$121.59 - $160.69 $301K - $398K
2.28K $308K
CVS
Cvs Health Corp

Healthcare
-4.7K
- 47.24%
$43.78 - $67.46 $206K - $317K
5.25K $235K
ACWI
Ishares Msci Acwi ETF

ETFs
-971
- 1.22%
$117.05 - $123.03 $114K - $119K
78.8K $9.26M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-2.62K
- 17.49%
$87.41 - $97.21 $229K - $254K
12.3K $1.11M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-132
- 0.24%
$26.05 - $29.17 $3.44K - $3.85K
55.3K $1.45M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-352
- 2.38%
$70.63 - $78.23 $24.9K - $27.5K
14.4K $1.02M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-463
- 3.0%
$58.88 - $64.8 $27.3K - $30K
15K $882K
UHS
Universal Health Services Inc

Healthcare
-58
- 2.97%
$175.8 - $236.9 $10.2K - $13.7K
1.9K $340K
AOK
Ishares Tr Core Conservative A

ETFs
-1.78K
- 14.56%
$37.3 - $38.64 $66.4K - $68.8K
10.4K $389K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-758
- 2.45%
$521.84 - $558.82 $396K - $424K
30.2K $16.2M
IWM
Ishares Russell 2000 ETF

ETFs
-220
- 3.35%
$216.13 - $242.4 $47.5K - $53.3K
6.34K $1.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-271
- 6.41%
$96.64 - $101.23 $26.2K - $27.4K
3.96K $383K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-246
- 1.67%
$51.09 - $55.27 $12.6K - $13.6K
14.5K $739K
DBA
Invesco Db Agriculture Fund

ETFs
-1.71K
- 8.22%
$24.81 - $27.83 $42.3K - $47.5K
19K $506K
PG
Procter & Gamble CO

Consumer Defensive
-25
- 0.71%
$161.05 - $179.7 $4.03K - $4.49K
3.52K $589K
MCD
Mcdonalds Corp

Consumer Cyclical
-20
- 2.42%
$288.47 - $316.54 $5.77K - $6.33K
806 $233K
VUG
Vanguard Growth ETF

ETFs
-59
- 10.31%
$378.79 - $428.11 $22.3K - $25.3K
513 $210K
VONG
Vanguard Russell 1000 Growth E

ETFs
-501
- 7.26%
$95.27 - $107.82 $47.7K - $54K
6.4K $661K
IWR
Ishares Russell Mid Cap ETF

ETFs
-296
- 0.32%
$87.25 - $95.52 $25.8K - $28.3K
92.6K $8.18M
IVV
Ishares Core S&P 500 ETF

ETFs
-17
- 2.21%
$570.51 - $610.59 $9.7K - $10.4K
753 $443K
Arcadium Lithium PLC
-79K
- 82.29%
N/A
17K $0
XLK
Technology Sector Spdr

ETFs
-30
- 2.15%
$220.26 - $241.44 $6.61K - $7.24K
1.36K $316K
IVW
Ishares S&P 500 Growth ETF

ETFs
-102
- 4.84%
$94.43 - $105.47 $9.63K - $10.8K
2.01K $203K
NVDA
Nvidia Corp

Technology
-176
- 7.4%
$117.0 - $148.88 $20.6K - $26.2K
2.2K $295K
IXN
Ishares Global Information Tec

ETFs
-192
- 1.51%
$80.67 - $87.84 $15.5K - $16.9K
12.5K $1.06M
AMZN
Amazon Com Inc

Consumer Cyclical
-99
- 6.79%
$180.88 - $232.93 $17.9K - $23.1K
1.36K $298K
AAPL
Apple Inc.

Technology
-154
- 2.02%
$221.69 - $259.02 $34.1K - $39.9K
7.48K $1.87M
Activity Summary
Buys All Purchases 72 New Holdings 4 Increased Positions 68 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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