Plan Group Financial, LLC Sells in Q3 2024

Plan Group Financial, LLC

  • $187 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-4.11K
- 73.82%
$161.02 - $200.0 $662K - $822K
1.46K $271K
IVE
Ishares S&P 500 Value ETF

ETFs
-3.11K
- 54.92%
$181.06 - $197.17 $562K - $612K
2.55K $502K
AMAT
Applied Materials Inc

Technology
-760
- 24.89%
$174.88 - $254.97 $133K - $194K
2.29K $463K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-717
- 48.61%
$405.19 - $478.57 $291K - $343K
758 $348K
VXF
Vanguard Extended Market ETF

ETFs
-400
- 26.6%
$163.98 - $182.92 $65.6K - $73.2K
1.1K $200K
IVV
Ishares Core S&P 500 ETF

ETFs
-112
- 12.7%
$520.18 - $576.82 $58.3K - $64.6K
770 $444K
HON
Honeywell International Inc

Industrials
-107
- 5.32%
$196.73 - $220.21 $21.1K - $23.6K
1.91K $393K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.51K
- 10.86%
$41.9 - $48.26 $105K - $121K
20.6K $986K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-753
- 10.54%
N/A
6.39K $201K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.82K
- 6.23%
$42.66 - $45.18 $77.5K - $82.1K
27.3K $1.23M
VO
Vanguard Mid Cap ETF

ETFs
-309
- 8.9%
$237.84 - $263.83 $73.5K - $81.5K
3.16K $833K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-213
- 7.98%
$77.24 - $83.67 $16.5K - $17.8K
2.46K $205K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-314
- 4.39%
$28.11 - $29.42 $8.83K - $9.24K
6.84K $201K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-12
- 0.28%
$50.25 - $50.74 $603 - $609
4.22K $213K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-58
- 2.78%
$92.63 - $105.69 $5.37K - $6.13K
2.03K $211K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-315
- 1.91%
$19.48 - $20.97 $6.14K - $6.61K
16.2K $335K
PG
Procter & Gamble CO

Consumer Defensive
-36
- 1.01%
$160.76 - $177.82 $5.79K - $6.4K
3.54K $613K
DBA
Invesco Db Agriculture Fund

ETFs
-64
- 0.31%
$23.26 - $26.55 $1.49K - $1.7K
20.7K $541K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-333
- 2.18%
$82.04 - $89.49 $27.3K - $29.8K
15K $1.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-19
- 0.12%
$58.03 - $65.37 $1.1K - $1.24K
15.4K $999K
UHS
Universal Health Services Inc

Healthcare
-27
- 1.36%
$178.68 - $241.52 $4.82K - $6.52K
1.95K $447K
IAU
Ishares Gold Trust

ETFs
-3.57K
- 7.69%
$44.06 - $50.5 $157K - $180K
42.9K $2.13M
AOA
Ishares Tr Core Aggressive All

ETFs
-236
- 0.88%
$72.11 - $79.05 $17K - $18.7K
26.6K $2.1M
VTI
Vanguard Total Stock Market Et

ETFs
-598
- 3.06%
$255.18 - $283.2 $153K - $169K
19K $5.37M
GLD
Spdr Gold Trust

ETFs
-38
- 0.73%
$215.56 - $246.98 $8.19K - $9.39K
5.18K $1.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.47K
- 4.81%
$105.53 - $118.34 $366K - $411K
68.7K $8.03M
Activity Summary
Buys All Purchases 83 New Holdings 21 Increased Positions 62 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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