Planned Solutions, Inc. Alps ETF Tr Medical Breakthrou Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$47.89 - $63.63 $9,578 - $12,726	-200 Closed	0 $0
Q3 2020 Nov 06, 2020	BUY	$38.39 - $43.9 $7,678 - $8,780	200 New	200 $8,000

Others Institutions Holding SBIO

# of Institutions

42

Shares Held

1.6M

Call Options Held

0

Put Options Held

0

Davenport & CO LLC

770K
Shares

$26 Million
0.17% of portfolio
International Assets Investment Management, LLC Orlando, FL

165K
Shares

$5.57 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

126K
Shares

$4.27 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

119K
Shares

$4.01 Million
0.0% of portfolio
Morgan Stanley New York, NY

88.9K
Shares

$3 Million
0.0% of portfolio

About ALPS ETF TR MEDICAL BREAKTHROU

Ticker SBIO
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